The Asset Manager's Guide To: Improving UX Through Personalisation

improving UX through personalisation

Asset management marketers are under increasing pressure to better understand the digital needs of their customers, but also the relevance of their end-to-end digital experience.

We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience. That's why Rich Watts, Global Head of Digital at Kurtosys has put together this handy 10-page guide to assist marketers with creating a personalisation strategy.

In the guide, we explore the following topics:

  • The customer journey
  • Investor type personas
  • Dynamic content
  • Relevance, context & automation
  • Real-time intelligence
  • User behaviour

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