WEALTH
MANAGEMENT

THE CHALLENGE

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 SOLUTION

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.

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Choose Your Path

"I've heard about the Beta 2.0 Platform and I want a demo."

"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."