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Grow Assets Under Management!
Help me improve my marketing ROI
Marketing Strategy
The Problem
A top-three investment firm’s CGO needed to stand up pure prospecting capabilities to build awareness of their new advisory platform, bring in new clients and increase total assets under management.
Intelisent developed a comprehensive targeting strategy, segmentation model, journey maps, messaging, and launched a series of fully integrated multi-touch campaigns to fill the sales pipeline.
The Solution
Over 10,000 new sales opportunities were created in the first six months. Channels selected and optimized represented the highest ROI of all marketing tactics.
The Outcome
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