FINANCIAL SERVICES. Demand Generation Accelerator for Asset and Wealth Managers

Transcription

1 FINANCIAL SERVICES Demand Generation Accelerator for Asset and Wealth Managers

2 Real Disruption in Asset and Wealth Management Must Be Met with Real Transformation In the world of asset and wealth management, change is inevitable from growing consumer expectations to shifting government regulations and the constant flow of data. In order to effectively market through digital channels, asset and wealth managers confront challenges that include: TOUGH COMPETITION Creating differentiation and increasing loyalty PRODUCT COMPLEXITY Aligning and automating efforts across channels and business units LIMITED ATTRIBUTION Better unifying and recognizing Sales and Marketing efforts across channels and campaigns REPORTING COMPLEXITY Reducing time and effort for compliance, client intelligence, and client servicing TECH HURDLES Optimizing efforts, integrating platforms, and managing content, data, and documents To increase consumer engagement while addressing these issues, SapientRazorfish has crafted a proprietary Demand Generation Accelerator for asset and wealth managers a trifecta of always-on digital marketing, personalization, and compliance tools working in concert to help you not only keep pace with change, but get ahead of it.

3 STREAMLINE MARKETING Marketing will always entail extra complexities in the asset and wealth management space, with more intricate product data and compliance rules than most industries face. But the most impactful outbound marketing platforms, when implemented correctly, can deliver all of the optimization with none of the complexity, creating better experiences for all audiences for advisors and their clients. Combining marketing automation with data sciences, we work with Adobe to provide digital marketing platforms that equip asset and wealth managers with robust capabilities like: Hands-off optimization: the tool uses machine learning to perform high-velocity campaign testing and dynamically identify micro-segments, then optimize content and channel automatically, improving outcomes over time. Effective targeting: segmentation that goes beyond basic demographics to process behavior and analytics data from multiple channels in real time. Salesforce integration: capture interests from digital channels for effective lead management and targeted communication. Simpler governance: customer journeys, target segments, content, and channels are integrated into one platform. Automating these processes, and integrating them with your other systems, means you can build, deploy, and push results-driven digital and analog marketing content and updates in hours, not weeks. Our Financial Services clients have seen delivery times reduced by 20% with this Accelerator. 49% 60% 59% 47% of financial advisors expect personalized experiences of advisors see greater return when using multiple data sources expect liability of compliance officers to increase of firms don t support rapid process improvement

4 ENABLE TARGETING AND PERSONALIZATION We all know it s important to deliver the right message to the right person at the right time, and the expectations are now higher than ever. Today s consumer expects every experience to include awareness of demographic, device, and historical behavior not to mention portfolio, current relationship, role (advisor, investor, or institution), and any other data captured in Salesforce whether they re logged in, a cookied visitor, or having a live conversation. When a financial professional logs into the desktop site, she expects simple access to deep data mining, whereas her mobile visits and those of her clients should deliver a quick view into fund and portfolio performance over time. ENSURE COMPLIANCE, QUICKLY The cost of compliance is high, and its strict Our Accelerator enables high-quality dynamic data integration and realization for better personalization when responding to inbound leads, which leads to more engaging, immersive experiences for your clients and higher value for you: requirements often seem at odds with the dynamic nature of digital content and marketing. How can we make personalized digital marketing worthwhile, given the risks and complexities? Versions, views, and channels change constantly. Advanced algorithms: combining online behavior with consumer data enables digital properties to deliver more compelling leads, while data shared between Salesforce and AEM allows for enhanced personalization that evolves along with your clients needs. Pre-built components and templates: personalize interactive charts, pitch books, and sophisticated visualizations using real-time data from internal and third-party data sources like Morning Star and Lipper. That s why content and data entering our automated workflow is archived digitally, meeting SEC requirements to record and voluntarily provide all financial records by persona, device type, or even just a single page view freeing marketers to focus on creating the right consumer experience rather than digging for obscure paper files. With this tool, our clients can now pull up reports and furnish audit materials in minutes, not days or weeks without involving IT.

5 THE SAPIENTRAZORFISH DIFFERENCE SapientRazorfish brings deep expertise into the asset and wealth management industry, with 30 active Financial Services clients and more experience in this space than any other agency or consultancy. We also apply the experience and insights from our 100+ asset and wealth management client partnerships across Publicis.Sapient. We understand both systems and experiences, data and consumers. Not only do we know fund data and how it is used, we have also integrated with the trading systems in your arsenal, so we can integrate and manipulate them to deliver the most meaningful consumer experience all without the risk and effort involved. Working hand in glove with Sapient Global Markets, we give our clients access to even greater streamlining across marketing operations through an ecosystem we call Client Connect. As an Adobe Specialized Partner and the first ever three-time Adobe Global Digital Marketing Partner of the Year, SapientRazorfish not only brings strong experience in the Adobe Marketing Cloud, but also offers extensive experience in the financial services community, with specific capabilities for asset and wealth management to solve your unique challenges. SapientRazorfish partners with Asset and Wealth Management clients to envision a strategy, design a digital experience, and build differentiated, efficient, flexible, and compliant solutions. With its unique combination of rapid digital delivery, enhanced personalization, and seamless compliance, our Demand Generation Accelerator for Asset and Wealth Managers has enabled our clients to reduce delivery times by 20%, with a significant uptick in open and conversion rates, and full compliance with lower cost and complexity. Client Impact We ve partnered with multiple Asset and Wealth Management clients to put this Accelerator to the test. Here are some of their results: 24% 50% 25% increase in overall engagement reduction in time to market reduction in incremental IT spend Let s Talk Learn more about how we partner with asset and wealth managers to transform their businesses. Contact us today at info@sapientrazorfish.com. COPYRIGHT 2017 SAPIENTRAZORFISH SapientRazorfish.com