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Realizing the True Power of Marketing in Asset Management

Driving the dynamic and connected marketing experience for advisors

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 persuasive experiences over time.

This complimentary whitepaper discusses how the same best practices marketers use to create a customer journey are equally successful in B-to-B 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 enable test and learn strategies to optimize messaging over time

Download this whitepaper to learn how forward-thinking asset management organizations are achieving tremendous business results by enabling personalized and scalable advisor experiences.

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Realizing the true power of marketing in asset management