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GenAI Revolutionizing Fund Marketing: Insights from 80 Industry Leaders

May 2, 2025 16 0 AI AI Inside Fintech

GenAI Revolutionizing Fund Marketing: Insights from 80 Industry Leaders

This exclusive report by SG Analytics unpacks how generative AI is reshaping fund marketing across asset and wealth management.

As fund managers navigate a fast-evolving digital landscape, SG Analytics’ Fund Marketing Survey Report reveals that 71% of asset management professionals are now highly familiar with AI tools, and 39% have already adopted GenAI to drive strategic and operational gains.

The report explores how generative AI is fueling a marketing evolution, with 56% of firms implementing it for personalized investor outreach and 46% reporting efficiency gains in workflows. It also shows how predictive analytics and AI-driven content are revolutionizing customer engagement and decision-making in fund marketing.

Packed with real-world insights and actionable data, this report is essential for fund managers, marketing leaders, and wealth professionals who aim to stay competitive and future-ready in the age of AI.

 


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Supriya Dixit
Vice President Marketing & Chair of Sustainability Committee

I believe in stories. I'm invested in marketing that tells impactful stories that can translate into meaningful and enduring relationships between brands and their varied stakeholders. I'm invested in data that tells such stories honestly. I'm invested in people; in observing them, connecting with them, and understanding what drives their behavior and why. I like to translate this understanding into crafting relevant and meaningful offerings. I believe that creativity, authenticity, and empathy, when channeled honestly can change the world. That is exactly what I like to bring to my work. I know travel to be a sure shot way to harness all the three above. 20 countries & 43 cities, and counting.



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