Wealth Management Firm Boosts Engagement with Consistent Content.

Challenges.

The client's marketing team grappled with manual email updates and inconsistent templates, which hindered quick publication turnover. Fragmented data across departments led to customer complaints, and brokers faced challenges engaging recipients due to impersonal emails.

Solution.

We deployed a solution that involved creating a unified experience for brokers and customers. This included using methods to draw data from content management systems, automating data extraction, creating newsletter templates, and setting up personalized newsletters. We achieved broker-specific email personalization for over 200 brands. A comprehensive view of customer information was provided to advisors, thereby boosting engagement.

The impact.