Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times

by on Nov 03, 2016

As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites.

Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times, offers insights on how asset management firms can help advisors succeed through strong digital offerings. White paper topics include:

  • The website features and functionality that advisors value most
  • Areas where asset management firms are struggling to deliver a strong digital experience with advisor-focused websites
  • Examples of what asset management firms can do to improve their digital resources

Download your complimentary white paper below!

advisor_dl_page_button-002

Interested in our Advisor Website Audit service? Click here to schedule a demo.