Performance Marketing for Wealth
Wealth Management firms face increasing competition ushered in by an impending, significant generational wealth transfer, shifting investor behavior, digital transformation, and a looming advisor talent gap. The integration of digital transformation and automation is no longer just an option but a fundamental necessity. By embracing these trends, financial institutions can:
Break down traditional barriers
Foster deeper client relationships
Achieve superior outcomes
Financial advisors are at the core of success for Wealth Management firms. Investment products are complex and difficult to self-serve. Access to trusted financial advisors are key to growing and nurturing relationships. Financial advisors are presented with an opportunity to redefine their roles by leveraging these advancements to orchestrate outreach efforts and optimize delivery of advisory services.
“Advisor engagement is really important. Firms need to find ways to reduce advisor frustration and make jobs more efficient, simpler and slicker so that advisors can focus on value-add activities.”
David Porter
Managing Director of Financial Services
Transform Financial Advisors’ Outreach
Financial Advisors deserve a new way of distributing their financial products and services. The traditional approach involves highly manual and personalized outreach requiring large time and monetary investments.
What if financial advisors had access to a data-led solution for identifying prospects at their fingertips?
What if they could send personalized messages to these targets through direct mail, email and social media with the click of a mouse?
What if advisors could anticipate major life events such as retirement, change of jobs or upcoming college expenses, and use this information to customize their outreach?
A focus on innovation, tailored solutions, and digital tools will meet the evolving expectations of new investors and position wealth management firms for long-term growth and success in a volatile landscape.
Imagine having the power to execute end-to-end marketing campaigns-personalized, data-driven, and seamless -with just a click of a button. No more silos, no more complexity. Just actionable insights and instant results at your fingertips.
EXL is offering a modular marketing solution preloaded with 100+ signals and segments to curate optimized campaign audiences, life-event triggers to orchestrate outreach, and personalized journeys to expand reach and drive conversions.
About EXL
EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience and transform their business.