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Digital asset marketing

Robo advisor


Workplace investment

Digital asset marketing​

As a critical driver for growth and success, digital marketing is now the norm for companies in the world of asset management.  Companies are investing fortunes in marketing platforms to integrate disparate systems and effectively distribute, run and assess campaign efficacy. Yet such robust platforms do not guarantee any ‘close-a-deal success’. Usually governed by business rules and personal gut feeling, Asset Under Management (AUM) sales personnel still face many lost opportunities among wholesalers, advisors and bank distributors.

Use our range of models across your marketing to ensure you reap the full benefit of all your customer assets:

Cross-sell model

Our cross-sell model makes fund recommendations based on a customer’s current asset allocation. For example, a customer who buys these funds also buys those funds​.

Upsell model

Using customer recent purchase history this model provides suggestions for fund purchases that are likely to be within customer reach.​

Purchaser model

Our consultants use an effective suite of analytical tools to guide fund distributors towards optimal approaches when running marketing campaigns.  Reduce campaign budget wastage and deploy it where it will be effective by using our predictive model Purchaser to identify customers more likely to make a significant purchase within a specific time period.  Use Purchaser to target potential lost opportunities who will respond to marketing and also to identify where additional marketing effort is wasted, for example among sure things who will buy anyway and lost causes who never respond.​​

Asset at risk model

Use our Asset at risk model to predict a fund’s redemption rate over a specific period and to identify customers who are most likely to make significant redemptions in a specific time period.

Life Time Value (LTV) model

Increase the impact and cost-efficiency of your marketing effort to increase the number of assets under management and to reduce customer redemption.  Our investment management solution for optimising sales and marketing typically outperforms rule-based decisions by a factor of two to six.

Use multiple models within our investment solution to predict:​

  • Significant redemptions and purchases at either agent or fund level​
  • Fund redemption rate​
  • Best funds to purchase
  • Best contact channel recommendations​

Deploy our business strategies to maximise customer life time value (LTV) and minimise operational cost.

Solution capabilities​

  • Maximise asset growth​
  • Reduce redemption​
  • Improve operational efficiency​
  • Improve customer satisfaction​
  • Evaluate ESG risk factors and impact​
  • Integrate API with sales and marketing platforms

More information