We take the pain out of marketing, prospecting, and fundraising using data analytics, technology innovation, and marketing automation.

01

Setting the Stage

Digital technology continues to disrupt financial services. While the industry has continued to be a lagging adopter of new technology, digital adoption has quickly become a mission-critical priority for wealth and asset managers of any size to compete and win.

02

The Problem

Investor identification and prospecting have always been challenges for wealth and asset managers. With investors migrating to online ecosystems, prospect challenges have only increased. As this migration of investors continues, traditional marketing strategies and tactics have become increasingly ineffective.

Investor identification and prospecting have always been challenges for wealth and asset managers. With investors migrating to online ecosystems, prospect challenges have only increased. As this migration of investors continues, traditional marketing strategies and tactics have become increasingly ineffective.

02

The Problem

03

Our Solution

With our proprietary technology platform, we provide clients a cost-effective approach to digital enablement without the technology and integration risk that go hand-in-hand with technology adoption.

Innovators and early adopters are experiencing operational efficiencies, deeper client engagements, and increased client retention. These technology solutions, once out of reach for small to mid-sized enterprises, are leveling the playing field for emerging wealth and asset management firms.

Platform Capabilities.

Data Consolidation.

The search for ideal clients begins by aggregating current and former client data into a single source. This process includes combining, cleansing, and restructuring client profiles into segmented audience groupings. This process profiles who a firm’s best customers are, who they are not, and where undiscovered opportunities exist.

Research & Discovery.

This is where we uncover the marketable details of the target audience. Customer groupings are enhanced using client conversations, interactions, and surveys taken from members selected from each group. These enhanced profiles provide granular details and relevant insights into future investors.

Persona Creation.

Personas are generated from the enhanced profiles built in the process of data consolidation. Psychographic details, behavioral insights, and predicted personalities are added to each persona using artificial intelligence and predictive analytics. These proprietary investor personas allow marketers to a) personalize engagements to the communication styles and channel preferences of targeted investors, b) develop personalized, stage-specific content, and c) identify new prospects and networks with look-alike data.

Persona Playbooks.

Persona-specific playbooks are created to establish marketing, communications, conversion, and service advocacy strategies. Playbooks include communication recommendations, channel preferences, unique needs, and individual service expectations.

Content Management.

Creating, curating, and managing unique content requires an organizational system that can account for channel style, stage of the journey, investor intent, compliance status, backlinks, permissions, etc.

Helping craft and curate multi-channel, stage-specific content is critical to any firm catering to digitally savvy investors. Intent-specific content connects and influences prospects and investors through each stage of the investor journey (Awareness, Research, Consideration, Conversion, and Advocacy). Our content management system provides quick access, compliance approval, and multi-channel repurposing.

Persona-Specific Campaigns.

Design, execution, and management of persona-specific marketing campaigns. Multi-channel strategies and tactics, created using stage-specific content, are rolled out for each persona.

Automation.

We scale campaigns and communications through automation. Automation allows marketers to identify, connect, and influence qualified prospects at scale across multiple channels. Always-On functionality allows clients to deliver a personalized experience through every stage of the investor journey.

360° Client View.

A 360° client view allows sales, marketing, and service teams to share client interactions and engagements. Delivering a high-touch investor experience becomes a reality through the use of a shared, dynamic CRM. The CRM helps managers guide prospects and investors through every stage of the investor journey.

Network Effect.

Results data compiled from investor engagements provides unique insights into the online behaviors and decision-making nuances of various investor segments, creating value in the form of “network effect” for platform subscribers.

Campaign data from platform users is compiled and analyzed across campaigns, allowing strategies and tactics to be refined and optimized “real-time” to improve outcomes. 

Dedicated Support.

The hardest thing about technology adoption is often making sure a team is using it properly. We take that problem off the table by providing clients with dedicated support teams to guide them every step of the way to digital enablement.

While the platform lowers the cost of technology adoption by sharing the cost across multiple users, our dedicated support teams remove the internal adoption risk, while eliminating the need to recruit and hire technology talent.