Wednesday, November 9, 2022
2:15 PM - 3:00 PM (EST)
Marketing automation and sales enablement: What does today’s advisor toolkit demand?

Acquiring and retaining clients amid growing competition remain the primary goals among wealth and asset management firms, but they’re also the top challenges. Every company knows client relationships and leveraging client data is vital to differentiation. A key element now is tapping into client data using automation at scale, but how can wealth management firms deliver the appropriate content to engage successfully using unique insights? Marketing automation and sales enablement are essential tools in the financial advisor’s workbench and have a direct impact on a firm’s revenue through lead generation, prospecting, and client service.

This panel will discuss:

  • What successful sales and marketing alignment looks like today
  • How advisors use marketing automation to engage different client segments
  • What role these tools play in enabling compliance in a heightened regulatory environment
  • How to use data analysis and artificial intelligence to reach the level of optimization advisors need now