The Next Generation of wealth and asset managers will be powered by advanced analytics, behavioral finance, and predictive client personas.
Data Driven firms will better understand and connect with their customers before, during and after the decision-making process.
Five Critical Pillars of Marketing Automation:
Data Intelligence – Access to and influence toward new prospects across multiple channels with precision and frequency
Content Management – Delivery of persona specific messaging throughout the marketing and sales process
Process Automation – Increased conversational bandwidth, providing multiple personalized touch points
Workflow Empowerment – Data integrated APIs for client experience, testing, CRMs
Machine Learning – Result analysis, modification and improvement on prospect sourcing, outreach, referrals