Are you sick of hearing about AI and automation? So are we
AI and automation are tools, not magic wands. They don’t work out of the box in every scenario, and they’re only as good as the data and processes they’re built on.
16 January 2 mins
Formerly White Marble Consulting
AI and automation are tools, not magic wands. They don’t work out of the box in every scenario, and they’re only as good as the data and processes they’re built on.
Explore three investment marketing trends that will evolve in 2025 - private markets, consolidation and ESG - and how marketers can prepare.
It’s always interesting to look back and see the different types of projects we completed in any given year. Having the opportunity to work on a such an incredible range of strategic, as well as ‘business-as-usual’, projects is one of the things the team cherishes most about working at Alpha Agency.
We are delighted to announce our new name: Alpha Agency—a fresh identity that sets the stage for an exciting future. In September, we were proud to share the news we had joined the Alpha Group, a leading global provider of specialist consulting services for the financial services industry.
There comes a time in every marketing leader’s career that they may want to revisit the structure of their team – whether new to the role or recently appointed. Maybe they feel their current set up is failing to deliver what is expected by the business, or they are concerned by the harried looks on the faces of even their top talent. Whatever the motivation, once the seed is sown that a restructure could help, the next question is usually: “Where do I start?”
Investment marketers operate in a competitive industry with sophisticated clients and ever-changing markets. Success requires highly-coordinated efficiency and precision. Yet, many firms still conduct their marketing in siloes. In 2025, this can no longer be acceptable; the baseline for achieving your results must be integrated marketing, where alignment and consistency across all your marketing activities drives higher engagement and more measurable ROI.
Never underestimate how easy it is for prospective clients to exit your website, especially those who are merely curious. Even people who are motivated and genuinely interested in your products and services will be put off by a clunky experience. Afterall, “if this is what their website is like, how good can their service be?”
'Digital' is a word that is variously used to describe tools, channels, people and ways of thinking. So, what does digital really encompass, and what is the true breadth of digital topics that relate to investment management firms?
When the market is demanding asset and wealth managers operate with the authenticity of a human and the automation of a robot, investment marketers who strategically combine the best of both these elements – and make them stronger together – will succeed.
The greatest ambassadors for your brand are your employees. Therefore, it is vital that they have some emotional connection with its vision and objectives, not just your products and services. They must be able to talk about your distinctive value-add with relative ease and confidence. But that is rarely the case.