WEALTH
MANAGEMENT

THE CHALLENGE

Digital technology is transforming  wealth management

Previously “captive” prospects are no longer dependent on financial intermediaries for investment ideas, research, and management.

Today, the investor experience begins online, especially as prospective clients take responsibility for their own investment research, diligence, and selection. 

 

This shift is changing the blueprint for client marketing, prospecting, and communications.   

Data-driven marketing and communications are replacing traditional prospecting, marketing, and lead generation while raising the bar for client conversion and retention.

THE SOLUTION

Digital Bridge

While many firm leaders and marketers understand the advantages of digital innovation, the required technology investment, staffing increase, and integration risk have kept sophisticated solutions out of reach for small-to-medium-sized enterprises.

 

5150’s Digital Bridge platform simplifies the path to digital transformation, allowing early-adopters and innovators to reap the benefits of data-driven technology by lowering the cost, mitigating the technology risk, and eliminating the integration challenges associated with technology adoption. 

The Digital Bridge Solution

5150’s Digital Bridge Platform represents a fully supported marketing and communications solution designed to help managers embrace and implement data-driven marketing, prospecting and communications. We help clients compete in the digital age.

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Invitation Only Beta Program

Are you an innovator or early adopter in the financial services industry? 

Invited participants will receive a customized solution from a dedicated team that includes the following services:

Choose Your Path

"I've heard about the Beta Program and I want in."

"I've never heard of Beta 2.0 but now I have FOMO and want more information."

"I don't see the value with this platform. I'd rather watch cat videos."