InvestorCOM InvestorCOM
Demo
MENUMENU
  • Solutions
        • By Regulation
          • Regulation Best Interest
          • Client Focused Reforms (NI 31-103)
          • Point of Sale (NI 81-101)
          • Investment Fund Continuous Disclosure (NI 81-106)
          • Client Relationship Model (NI 31-103)
        • By Industry
          • Wealth Managers
          • Asset Managers
          • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Demo

Getting Personal

Blog October 24, 2016

Personalizing content has long been recognized as key to improving ROI.  This report indicates that 84% of marketers consider personalization as very important to growth and yet 55% of those marketers also rate themselves a “C” in terms of delivering on this goal.  What are the obstacles?  The technology to enable personalization is actually quite mature – from content marketing platforms to collateral customization engines, the solutions have been in the market for years.  What we see as an obstacle to implementation is the planning required to execute on a personalization strategy.  Building an implementation plan that considers data, content and integrating these elements into a personalization strategy is key to success.  Organizations that develop these skills – either internally or through vendor partnerships – will be able to improve their grade!

Tags: Industry

PreviousNext

Recent Posts

  • How to Recommend Variable Annuities with Confidence
  • Webinar: Client Focused Reforms and the KYP Challenge
  • Webinar: 2021 Reg BI Exams & Variable Annuities
  • InvestorCOM Recognized in the 2021 RegTech100 as a Leader in Regulatory Compliance
  • InvestorCOM Recognized as a Top Employer for the 4th Year in a Row

Archives

InvestorCOM Inc.
55 University Avenue
Suite 704
Toronto, ON
M5J 2H7

+1 (800) 361-9494
info@investorcom.com

Who We Help

  • Wealth Managers
  • Asset Managers
  • Insurers

Regulations

  • Regulation Best Interest
  • Client Focused Reforms
  • Point of Sale
  • Investment Fund Continuous Disclosure
  • Client Relationship Model

Learn

  • Blog
  • Resource Center
  • Case Studies
  • Events

Company

  • About Us
  • Leadership
  • Partners
  • Careers
  • News

© 2021 InvestorCOM Inc. All rights reserved.

  • Privacy & Accessibility
  • Legal

Search Site

Error: Enter a search term

  • Solutions
    • By Regulation
      • Reg BI
      • Client Focused Reforms
      • POS3
      • Investment Fund Continuous Disclosure
      • CRM2
    • By Industry
      • Wealth Managers
      • Asset Managers
      • Insurers
  • Products
    • ShelfMonitor
    • PeerCompare
    • ComplianceExpress
    • Publisher
    • DOX
    • e-CDM
    • CCM
  • Learn
    • Blog
    • Resource Center
    • Case Studies
    • Events
  • Company
    • About Us
    • Leadership
    • Partners
    • Careers
    • News
    • Contact Us
Our website uses cookies. By using our website you agree to our Privacy Policy.
AcceptPrivacy Policy