Client:
Confidential Asset Management Client
Asset Management
Industry:
Challenge:
Many asset management clients struggle with fragmented data systems that make it difficult to gain a holistic view of their investors’ interactions across different marketing and sales activities. This fragmentation hinders their ability to understand which activities are most impactful and how to drive revenue through marketing efforts.
Solution:
We developed a flexible and comprehensive single customer view tailored to integrate with the various data systems our clients use. This system becomes the central foundation for numerous critical analyses and strategies, enabling clients to see a seamless journey of investor interactions, such as website visits, event participation, and webinar attendance.
Example of Client Interactions Before Opening an Investment Opportunity
Implementation:
1.
Integrated diverse data sources into a single, cohesive database that tracks all investor interactions.
2.
Created dashboards and reporting tools to help marketing teams understand which types of investors are interacting with specific content and which marketing activities are resonating with them.
3.
Leveraged AI and machine learning on top of this integrated data to identify the most impactful marketing activities.
advanced Use Cases:
Interest prediction:
Using AI, we can predict what prospective investors are interested in and what they might want to hear about, allowing for more personalized and targeted marketing efforts.
Next best action:
We can determine the next best action for individual investors and groups of investors, enhancing the effectiveness of marketing activities.
Causal relationships:
Our AI systems can identify the causal relationships between marketing activities and investments, revealing what actually drives investments.
behavioral Clustering:
We can predict and understand who behaves similarly to identified investors, clustering these individuals for more effective retargeting.
personalised experiences:
The data enables personalized experiences on the website and across the digital marketing estate, improving overall engagement and satisfaction.
results:
enhanced Understanding of Investor behavior:
Marketing teams can now see which types of investors are engaging with specific content and activities, helping them tailor their strategies more effectively.
Data-Driven Marketing attribution:
The client can now connect the dots across all touchpoints that a prospective investor interacts with and can understand the causal relationship between marketing activities and sales outcomes.
advanced ai-Driven Insights:
Our use of AI and machine learning allows clients to identify which marketing activities causally increase revenue, providing a clear path to optimize their marketing efforts.
Increased revenue:
By focusing on the most impactful activities identified through AI, clients can drive higher revenue through more effective marketing.
effective retargeting:
Clustering similar behaving investors enables better retargeting strategies.
enhanced personalisation:
Delivering personalized experiences based on AI predictions improves investor engagement and satisfaction.
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Registered Office: 75 Shelton St, London WC2H 9JQ
Company Number: 10178386