Financial advisors and insurance agents are more digitally connected than ever, creating more opportunities for them to connect with sales reps and changing how they communicate with end customers, too.

To take advantage of these opportunities, asset managers and insurers need to evolve their sales and marketing approaches and embrace customer-centric distribution (CCD), making advisors and agents their customers. With CCD’s rich insights and customer journey optimizations, asset managers and insurers can integrate their promotional efforts and better manage marketing communications to create profitable growth.