About
Today many wealth management firms struggle to build effective marketing campaigns that engage clients and prospects. Customers expect a personalized and high-level of service, and Millennials, who will soon hold most of the world’s wealth, desire more personal and effortless interactions with businesses. However, siloed data prevents marketing teams from retrieving data-driven insights to build effective campaigns. As a result, wealth management firms struggle to delight current clients and engage a new generation of digital consumers.
Practifi Promote gives marketers within wealth management firms access to the data they need to build segmented lists, create more meaningful connections and track the ROI of campaigns.
This product is intended for
- Chief Marketing Officer
- Marketing Manager
- Marketing Specialist
- Marketing Associate
- Digital Marketing Manager
- Operations Manager
Media
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Craft Data-Driven Marketing Campaigns with Practifi Promote
Practifi Promote helps marketers leverage data-driven insights to provide personalized experiences that delight clients, engage prospects and drive results for your firm.
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Track performance
Manage campaigns and track performance against engagement and leads generated and ROI to help refine your marketing strategy.
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Build segmented lists
Use Practifi data, such as financial products, AUM, location and age to build segmented lists for campaigns.
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Create meaningful connections
Leverage data insights to craft targeted campaigns and build personalized emails to create personal and meaningful relationships.