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.
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.
Previous and current client data is unified and siloed for ease of manipulation.
Data is restructured into segments and enhanced using conversations, interactions, surveys, and predictive analytics.
Personas representing best and worse clients allow insight to psychographic and behavioral profiles.
Personalized marketing to match communication styles of prospects, intent-driven stage-specific content, and ability to identify new prospects and networks with look-alike data.
Multi-channel marketing and communication. The right prospect at the right time with the right message.
Highly personalized marketing and communications providing 24/7 responsiveness to accommodate increasing expectations of modern investors.
Analyze and improve results with each interaction, mandate or campaign perpetually improving marketing and communications execution.
Invitation Only Beta Program
Are you an innovator or early adopter in the financial services industry?