Using technology innovation and digital automation to close the gap between managers and their investors.
Digital adoption allows data-driven firms to better understand and connect with consumers before, during, and after the decision-making process.
Digitally-enabled firms are experiencing lower customer acquisition costs, stronger retention rates, and marketing advantages.
As investors continue to embrace online resources for access, diligence, and investment management, digital adoption has become paramount to compete and win in a transforming business landscape; however, the cost and increased staffing requirements have kept most sophisticated solutions out of reach for most small-to-medium-sized managers.
Utilizing a shared platform approach, 5150 simplifies the complexities and lowers the cost of sophisticated digital adoption, providing wealth and asset managers an attractive path to digital maturity without the technology and staffing investment required by internal solutions.
Step-by-step, beginning to end.
The search for ideal clients begins by aggregating current and former client data into a centralized database. This includes combining, cleaning, and restructuring client profiles into segmented audience groups, like the firm’s best customers are, who they are not, and where undiscovered opportunities exist.
These 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.
Personas are generated from the enhanced profiles. Psychographic details, behavioral insights, and predicted personalities are added to each persona using artificial intelligence(ai) and predictive analytics. This allow marketers to
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. AI provides personality-specific, decision-making insights to uncover
stage-specific intent, potential biases, and behavioral insights.
Identify and curate intent specific content to connect and influence prospects and clients through each stage of the investor journey (awareness, research, consideration, conversion, and advocacy). Organized content is available for quick access, compliance approval, and multi-channel repurposing.
Design and execution of persona specific marketing campaigns. Multi-channel strategies and tactics, created using stage-specific content, are rolled out for each persona.
Automation allows marketers to identify, connect, and influence prospects at scale with highly personalized marketing and communications. Automation provides 24/7 responsiveness, delivering information and services when and how the client desires. This “always-on” philosophy enhances and increases investor engagement throughout each stage of the investor journey.
Utilizing a shared customer view, a synced CRM populated throughout the customer journey provides sales, marketing, and service teams with a 360° client view. This customer-centric approach improves prospect conversion, creates clear and consistent communications, and increases customer engagement and retention.
Collecting and analyzing results from managers and campaigns create a continually improving marketing and communications platform. Data-driven insights provide the fuel to a perpetually improving marketing engine.
Dedicated support teams ease digital implementation, providing a guided path to data-driven marketing and communications.
As investors continue to embrace online resources for access, diligence, and investment management, digital adoption has become paramount to compete and win in a transforming business landscape; however, the cost and increased staffing requirements have kept most sophisticated solutions out of reach for most small-to-medium-sized managers.