Fund Marketing Survey Report

GenAI Revolutionizing Fund Marketing: Just Around the Corner

This fund marketing survey report explores the advent of generative AI in fund marketing, offering insights from 80 industry professionals from diverse asset management firms across geographies. Learn how AI is transforming fund marketing strategies, customer engagement, and operational efficiency.

Fund Marketing Survey Report

What’s in the Fund Marketing Survey Report

Professionals Insights

80%

of professionals share valuable insights from asset and wealth management firms.

AI-Driven Efficiency

39%

of asset management firms leverage generative AI to drive efficiency.

AI Adoption

71%

of respondents are highly familiar with AI tools and technologies.

Personalized Marketing

56%

of firms are adopting AI to create personalized marketing strategies.

Marketing Efficiency

46%

improvement in efficiency through generative AI in marketing and operations.

Stay Ahead in Fund Marketing with Cutting-Edge AI Insights

Stay Ahead in Fund Marketing with Cutting-Edge AI Insights
Top Insights from Our Fund Marketing Report

Top Insights from Our Fund Marketing Report

check-icon

AI for Personalization

59% of respondents believe AI significantly enhances personalized marketing strategies.
check-icon

Predictive Analytics

40% of participants identified predictive analytics as a key AI application.
check-icon

Customer Engagement Revolution

53% of respondents agree that generative AI enhances client engagement through tailored campaigns.
check-icon

Operational Efficiency

46% of professionals saw improved workflows as AI cuts repetitive tasks and boosts efficiency.
Key Highlights of Our Fund Marketing Survey Report

Key Highlights of Our Fund Marketing Survey Report

Our latest fund marketing report explores how generative AI is transforming fund marketing, revolutionizing traditional practices, and empowering fund managers to optimize strategies and operations more effectively.
check-icon

Generative AI revolutionizes traditional marketing with AI-driven algorithms for smarter decision-making.

check-icon

Tailored marketing strategies enhance investor relationships and significantly boost client engagement.

check-icon

Generative AI streamlines operations, optimizes decisions, and improves overall marketing effectiveness.

check-icon

AI-driven insights enable more targeted, effective, and personalized marketing campaigns.

Who Is this Fund Marketing Survey Report For?

Who Is this Fund Marketing Survey Report For?

This fund marketing survey report on Gen AI offers actionable insights and future-focused strategies for industry leaders navigating AI-driven marketing.
check-icon

Fund Managers

To explore innovative AI-driven marketing strategies for better client targeting.
check-icon

Marketing Professionals

Gain insights into using AI for personalized campaigns and predictive analytics.
check-icon

Asset Managers

Understand how generative AI enhances portfolio management and operational efficiency.
check-icon

Wealth Managers

Learn how AI improves customer segmentation and engagement to meet client expectations.

ABOUT US

Enhancing Fund Marketing with Deep Expertise in Data Driven Insights at SG Analytics

SG Analytics, with its decade-long expertise in handling fund marketing products, helps in enhancing the effectiveness of fund marketing and boosts client reach. Through its deep understanding of global fund marketing ecosystem, SG Analytics helps fund managers create tailored marketing strategies and optimize product’s value propositions effectively.

By utilizing advanced tools and industry expertise, SG Analytics enables funds to revamp existing products to boost their appeal, reach the right audience and drive successful fundraising campaigns. Our data-centric approach ensures measurable impact and sustainable growth in a competitive market.

Ready to Transform Your Fund Marketing?

Discover how generative AI is transforming fund management and driving growth. Download our report to explore innovative marketing strategies that deliver real results.