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Articles by Abbie Knight

Abbie Knight

A proven Head of Digital with 19 years’ experience in wealth management spanning all aspects of marketing, digital, PR and communications. Abbie is commercially aware, with extensive experience in M&A and business transformation; bringing a rare mix of strong technical capability and creative flair. She has a proven track record for taking projects from initial concept to full market launch, with direct experience working in marketing, sales and distribution, product (UK and Offshore), propositions and acquisitions/joint ventures. Abbie is passionate about wealth management and innovation in the growing FinTech sector. Abbie joined Embark Group, following the acquisition of DISCUS (Discretionary Investment Services Coming Under Scrutiny) a business she founded in 2016.

Game changing pricing: implications for the DFM market

By Abbie Knight

Embark News

We're already seeing movement in the pricing strategies adopted by financial advisers, away from ad valorem toward fixed fees. In the platform space, the announcement of 'Netflix pricing' sent ripples across the market. Could the DFM sector follow suit?

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This simple strategy could transform your business

By Abbie Knight

Embark News

You may be familiar with the statistic: it can cost five times more to attract a new customer vs. retain an existing one. Does that mean you should set prospecting aside? Perhaps. Because the greatest growth opportunity could exist within your own book of business.

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Client experience: what can we learn from the retail sector?

By Abbie Knight

Embark News

At a time when machines will automate repeatable processes in our businesses, with AI playing a greater role in service delivery (I'll share more on this in a later post), the way to truly differentiate is by engineering an unforgettable client experience.

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Centralised Investment Propositions: too cookie cutter?

By Abbie Knight

Embark News

Since the introduction of the Retail Distribution Review we’ve seen an explosion in the use of CIPs. In fact, research indicates that 90% of firms now have a CIP and of those that do, around 80% of all new assets with be placed within it.

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Advisers add 4.4% value p.a. - here's how

By Abbie Knight

Embark News

The following formula is used to quantify the value of advice - not just your technical expertise, but also the emotional support and guidance you offer throughout the client’s investing journey.

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Stop using demographics for segmentation!

By Abbie Knight

Embark News

Exploring a possible reason for the vitriol posted online, and whether we need to stop using demographics as the basis for creating services or targeting our marketing.

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