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BENCHMARKING


2023 MARKETING SURVEY

Today’s marketers are working to transform their communication strategies to
make better use of marketing channels (e.g., web, email, social media, apps) to
meet the changing communication preferences of advisors, consultants, investors,
and shareholders. They’re focusing efforts on content marketing, lead
generation, personalization, segmentation, analytics, marketing automation, and
alignment with sales strategies and activities … all with the goal of driving
asset growth.

Cutter Associates provides firms with insights, strategies, and implementation
expertise to help them navigate the people, processes, technology, and data
management challenges associated with making the transformational changes needed
to compete in today’s market. This marketing benchmarking survey is for
institutional, intermediary, retail, and wealth management firms.

Take the Cutter Benchmarking Survey to see where you stand.

The study explores your firm’s capabilities within the following key categories:

Marketing Strategy

Determining marketing objectives, brand perception, and intended customer
experience.

Marketing Content

Creating and distributing content for all points in the buyer's lifecycle.

Marketing Channels

Digital and in-person efforts used by firms to impact the customer experience.
Channels include a firm’s website, email, social media, and events.

Marketing Operations

Managing, tracking, and measuring marketing resources and activities, including
marketing data management and technologies.

Find out where your firm’s marketing practices and processes stand. Request
access to the survey now by completing the form at the bottom of this page.

WHAT WILL YOU RECEIVE AS A RESULT OF YOUR PARTICIPATION?

Upon completion of the survey, all participants will receive a flash report that
compares your firm’s marketing practices to Cutter’s capability model.

There is no charge to complete the survey and receive your flash report.

Cutter members that complete the survey will also receive a detailed and
personalized report on how your firm compares to other firms in each of the
capability areas.  

Non-members will have the option to purchase the full report. Want to learn more
about becoming a member? Contact us at connect@cutterassociates.com.

QUESTIONS?

Please contact Beth LaGambina at blagambina@cutterassociates.com.


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