A leading wealth management solutions provider wanted to improves sales/ marketing effectiveness by digitalizing the existing inefficient and ad hoc advisor acquisition process. The entire value chain was in scope, starting from higher marketing campaign effectiveness, through to acquisition, frictionless onboarding, and servicing.
The successful launch of this solution encompassed all phases of campaign execution by automating right from capturing prospect data to onboarding of a new advisor. The system delivered an actionable set of unique lead data and accurately measured campaign effectiveness till closure.
Leveraging our deep domain knowledge and global solution delivery practice, we: