The Evolving Landscape: Optimizing Customer Engagement and Managing Costs

Dynamic market forces and rising investor expectations are imposing change on the wealth management industry. This amid a tectonic shift in the country’s financial landscape as Baby Boomers face retirement and their wealth is transferred to younger generations. Expanding marketing and fraud strategies can position advisors to strengthen their portfolios by enabling them to deliver on heightened investor expectations — enhancing existing relationships and attracting new ones.

This playbook was developed to help wealth management firms better identify client acquisition and retention opportunities — and provides strategies to capitalize on them. Inside you’ll learn:

• Why digital marketing is key to targeting and engaging younger investors
• How enriched communications can fortify current relationships
• How a deeper understanding of your clients can help you better support their financial goals and protect their assets