Wealth Management is undergoing a transformation
Previously “captive” prospects are no longer dependent on financial intermediaries for investment ideas, research, and management.
Today, the investor experience takes place online, with prospects taking responsibility for their own investment discovery, research, and selection.
This shift is eliminating traditional prospecting, marketing, and lead generation while raising the bar for client conversion and retention.
The 5150 Beta 2.0 Platform
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 wealth management early-adopters and innovators to lower the cost, technology risk, and technology integration.
HOW IT WORKS
The Beta Bridge 2.0 is the all-in-one solution to bridge the competitive gap in an evolving financial services industry.
Beta participants hold the advantage of their specific needs shaping the process of our digitalization. These innovators will have first access to capabilities that will guide them to digital adoption using data analytics, marketing automation, and behavioral economics.
Industry trends, competitive snapshot, strategy analysis
Customized content-driven marketing strategy.
Personas representing best, worst and most profitable investors.
Content pillar and cluster strategy for SEO optimization.
The right prospect at the right time with the right message.
Automation of marketing and communication workflows.
Analyze and improve results with each interaction, mandate or campaign.