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Resurgence in direct sales of investment trusts

Jan. 2019

by Mitsuo Fujimoto

Japanese asset management companies that sell their funds through distributors are starting to return to the direct sales channel. Their direct sales initiatives are targeted at younger demographics such as recent college graduates, but capturing young customers is not easy. It requires customer journey mapping and micro-targeted marketing through such means as social media advertising, telephone contacts with customers and educational seminars.

*Organization names and job titles are current as of the publishing dates

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Author's Profile

Mitsuo Fujimoto

Senior System Consultant
Asset Management Systems Business Department

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