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Creating Personalized Financial Advisor Experiences

Original Presentation Date

Feb. 25, 2016

Key Takeaways

We know how difficult it is to get the attention of financial advisors in today’s crowded and competitive marketplace. 

The explosion of digital communication channels—which was supposed to make things easier—has made breaking through even more challenging. Getting them to engage requires repeated compelling experiences over time. 

During the webinar, our speakers cover:

  • How a combination of journey mapping and marketing automation can enable personalized and scalable advisor experiences
  • Client case study: how one organization is approaching and succeeding with financial advisor engagement
  • The Merkle/Oracle Marketing Cloud automation solutions for asset managers and best practices for a successful implementation

Detailed Overview

We know how difficult it is to get the attention of financial advisors in today’s crowded and competitive marketplace. The explosion of digital communication channels—which was supposed to make things easier—has made breaking through even more challenging. Getting them to engage requires repeated compelling experiences over time.

Join industry thought leaders Aaron Tellier, Vice President, Wealth Management, Merkle; Anthony Busacca Jr, Principal, On Course Advisors & James Crickmore-Thompson, Senior Product Manager - Industry Solutions, Oracle Marketing Cloud for an on-demand webinar as they discuss how the same best practices marketers use to create a customer journey are equally successful in B2B marketing to financial advisors. Forward-thinking asset management organizations are starting to gain impressive traction by employing strategies that:

  • Combine and organize data from multiple data sources to understand the most relevant messages to deliver
  • Coordinate a series of purpose-driven online/offline communications
  • Track responses in a way that enables test and learn strategies to optimize messaging over time

Presenters