The stock market downturn of 2008-09 has brought new meaning to the idea of “Wealth Management” for both investors and financial institutions alike. Gone are the days of counting on yearly double-digit asset growth. Mass consolidation of firms from buy outs and bankruptcies has increased competition. New regulations to protect and inform individual investors has created new challenges and obstacles for marketing to advisors, firms, plan sponsors, participants and eligibles across all.  

Merkle understands the challenges of marketing in this environment – Whether the challenge is delivering new advisors to sell your products, convincing plan sponsors to adopt new plan features, generating qualified leads for captive and third party agents, or driving individual acquisition and assets under management at more efficient costs. We take a data-driven, analytic approach to executing solutions that drive business results which are developed by a stable of senior level executives with professional experience in the wealth management space.

As a result, our clients recognize us as critical partners for:

• Enterprise segmentation to guide strategy and unlock customer value
• Integrated Media Optimization to deploy media in an efficient, coordinated way
• Digital marketing thought leadership and execution
• Highly productive acquisition and lead generation
• Data innovation to zero in on your targets
• Retention and loyalty initiatives with quantified value
• Multi-channel campaigns using online and offline media
• Creative concept, development, production and execution of multi-channel marketing campaigns
• Marketing infrastructure strategy and requirements
• Change management

Public or private. 401(k) or 457(b). Individual or institutional. Advisor or plan sponsor. Acquisition or retention. Whatever end of the market you play in, Merkle has the thought leadership and proven experience to help you achieve profitable and efficient results on your marketing spend.