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

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"The Art of Influence is Moving in Thoughtful Direction"

Contact Us at: info@5150dmg.com