Newsletter 2025-03 / Sales 4.0 for asset managers – how ChatGPT is revolutionising your positioning
The world of wealth management is changing rapidly. While market conditions are becoming ever more complex, the pressure to provide sustainable support to even more clients in less time is also increasing. The key to this is clear: Sales 4.0 – digital positioning and efficient, automated sales processes. But what does this mean for you in concrete terms? Everyone is talking about artificial intelligence – but while many industries have long been benefiting from tools such as ChatGPT, many asset managers are asking themselves: Can AI really make my day-to-day work easier?
The short answer: Yes, and it’s enormous.
Imagine if you could automate complex market analyses, quickly and reliably generate ideas for high-quality content or create customised customer communications at the touch of a button. This saves time and money and frees up time for strategic tasks. excellent digital positioning ensures that you are clearly recognised and preferred by your target group. This includes creating targeted and authentic content that emphasises your expertise and builds trust with customers.To show you how you can use AI, especially ChatGPT, in a targeted way, we have put together a practical guide for you with Alexandra Weck (A. Weck Consulting), our partner for Sales 4.0:
Why ChatGPT for your positioning?
• Automated creation of relevant content (newsletters, blog posts, LinkedIn posts, video scripts) to target your customers.
• Development of your personal brand story to build trust and make your expertise visible.
• Support with regulatory tasks so that you can use your valuable time more efficiently.
The effect: you spend significantly more time on profitable customer meetings and less time on administrative tasks.
But be careful: to use AI effectively and in compliance, you need to know how to use ChatGPT correctly and what mistakes to avoid. After all, data protection and regulatory requirements are particularly relevant in the financial world.
👉 Here you can request the exclusive ChatGPT Prompt Generator: ChatGPT Guide for Asset Managers – LINK / Would you like to dive even deeper into the topic and learn how to use AI effectively for your Sales 4.0 strategy? Then register now for the free webinar with Alexandra Weck and secure your competitive advantage:
➡️ Register now free of charge