An analytics company which since 2009 has helped run over 1,000 B2B and B2C influencer programs for some of the largest brands in the world, released on March 30, 2019 its list of the top 100 most influential individuals in wealth management.
To make the list, Onalytica analysed more than 7.6 million social-media posts, looking for certain keywords about the industry. The company then ranked the “influencers” by who was leading the most discussions on social media.
The study took place between Feb. 20, 2018, and Feb. 20, 2019.
April J. Rudin, an acclaimed financial services and wealth management marketing strategist, appears on the top of the list.
She joined Twitter in 2010, has tweeted 94,700 times and has has 20,700 followers.
Distinguished by her ability to forecast and leverage critical trends in the industry, she leads The Rudin Group, a New York-based wealth/financial-services marketing firm, now in its eleventh year, that designs bespoke marketing campaigns for some of world’s most prestigious banks, wealth management/family office firms.
Rudin is also recognised by IBM as an "Influencer" in wealth management and fintech, and is a regularly-featured source of expert commentary to international news and business outlets, trade publications, and broadcast media including the Huffington Post, American Banker and CFA Enterprising Investor.
She is an annual contributor to the Capgemini World Wealth Report; produces the CFA Institute’s Annual Outlook for U.S. Wealth Management; and speaks about wealth, next-gen, and fintech at conferences in the U.S., Europe, Asia, and Africa.
She also heads the editorial board for NexChange, a global fintech start-up based in Hong Kong.
(A network map of the online conversation around wealth management. The top influencer April J. Rudin is at the centre. This map was created using the Onalytica platform)
In an interview with Onalytica, Rudin said wealth management is changing quickly, and her peers need to adapt.
“Firms must morph their brands, infrastructure and offerings to meet changing global demands. Client wants and needs are changing globally, regulatory environments are becoming stricter, and a variety of technological advances are rapidly impacting the way wealth management firms do business. Old business models and mindsets need to be discarded for new models and ideas that engage with clients of all ages, but particularly millennial clients. Today’s client is looking for a transparent fee structure, customized offerings, and a smooth client experience as offered by some of the BigTech firms. All of this makes 2019 a pivotal year for those in the wealth management and/or wealthtech space.”
In February, in a blog post at the CFA Institute, she wrote that traditional wealth management players and fintech firms are finally going to accept each other this year and partner up.
“Partnerships” will be the buzzword for the new year as incumbent players realize they must embrace tech to meet the demands of their millennial clients, while so-called fintech players realize sometimes clients really do want the intimacy of a face-to-face meeting.
Rudin is the mother of two sons who considered her an influencer well before IBM and Onalytica did.