ReachStack grows AUM with 10X increase in Advisor | Client interactions.
Recent feedback from Financial Advisors & Wealth Managers highlighted 3 things :
- 100% of Clients (and now Regulators) want to see more value for fees
- 91% of Advisors say increasing # of high-value client interactions drives AUM growth & retention
- 64% of Advisors want more help from Marketing to drive these client interactions
We provide a Marketing Content Distribution platform for Wealth Management & Financial Services customers. For 15 years we have been collaborating closely with customers to identify and address these challenges.
ReachStack is the latest evolution of our platform with several NEW features that solve these challenges by delivering 10X increase in high value Client | Advisor interactions, which positively impacts AUM growth & retention.
How does ReachStack help Marketers?
Our Marketing customers have 2 challenges that ReachStack addresses :
- Helping their Advisors grow their businesses : As Marketers we’re under constant pressure to show value to the sales teams. How do programs & campaigns drive business impact”? How do we help Advisors attract & retain new clients? We’re always looking for new ideas or best practices that we can present and test.
- Increasing ROI on Content Marketing Investments : As we scale up investments in terrific content, we have to balance it with new ideas on how to get the content in front of more clients & prospects, to get more reach, impact & ROI.
ReachStack is a new Content Distribution Tool designed to address these 2 challenges.
How does ReachStack deliver 10X increase in Advisor | Client Interactions?
The ReachStack results come from enabling collaborative Content Marketing & Distribution programs where Marketing is able to drive the planning, execution and optimized performance, but Advisors have 100% control on what goes to clients.
This type of approach impacts metrics for 4 core activities which together deliver a minimum 10X increase in # of high value Advisor | Client interactions.
- Advisor Adoption (7x) = By providing Marketing support with Advisor Approval function, we see dramatic increases level of Advisor participation in content sharing programs (75% vs 10% for DIY Advisor tools).
- People Reach 5X = By increasing Advisor participation, you significantly increase the size of your audience and people you reach as your content is now shared by more advisors to more clients.
- Frequency (4X) = Moving from monthly to weekly content (52 vs 12X a year)
- Content Response (5X) = Emails from an Advisor average 5X the response rates of emails from Brand (75 vs 15% Open Rates, 30 vs 5% Click Through Rates (CTR). People care a lot about their money, so makes sense that when their Advisor sends something of value, they open and read it.
Pilot Opportunity : Try ReachStack for 6 months.
We are recruiting Wealth Management firms to participate in 4 pilot programs in US and Canada to illustrate Proof-Of-Value. These would be 6-12 month stand alone programs, running in parallel with your current program and fully supported by our team.
Please contact Neil Kapasi if you are interested or would like more information
- Neil Kapasi
- Director of Corporate Development
- [email protected]
- 1.844.554.8722 x103