A benchmark study for Asset Management, Sales, and Marketing leaders on supporting Financial Advisor needs post-pandemic growth.
How We Help
We help Investment Managers and Asset Managers implement and optimize data-driven, digitally-enabled go-to-market® strategies.
- Leverage data, analytics, and insight to anticipate advisor and client needs
- Engage in more timely, relevant, and personalized ways
- Design and enable collaborative, cross-functional sales motions aligned to the new buyer’s journey
- Measure multi-channel execution and optimize budget allocation across channels, tactics, and the customer lifecycle to drive profitable growth
Keep Pace with New, Digitally Savvy Investors
From baby boomers to millennials, the Great Wealth Transfer is changing the “face” of advisors and investors. We help investment enterprises understand their target audiences on a much deeper level. Develop robust segments and personas aligned with relevant content and personalized messaging to deliver the cutting-edge, omnichannel customer experience they expect.
Digitally-enable Your Frontline Teams
Digitally-enabled distribution teams are proven to outperform industry laggards. We help marketing, sales, and service teams get digitally connected; attaining greater value from their technology investments, data, and analytics. With data-driven sales and marketing motions and lead prioritization methods, we help investment enterprises identify new markets, uncover cross-sell opportunities, and mitigate redemptions.
Balance and Optimize High-Growth Market Opportunities
Between robo-advisors and advances in direct indexing, new high-growth market segments are emerging. Balancing a multitude of direct and indirect selling channels along with the latest investment channels is a challenge. We use investment operational understanding to build specific marketing activation plans and distribution enablement roadmaps for incremental return.
With over 20+ years working with financial services clients, Bill knows the most effective data-driven sales and marketing approaches for banking and investment clients. Prior to rejoining MarketBridge, Bill was the Chief Solutions Officer at Angoss Software, with overall responsibility for the design, development and deployment of predictive analytic solutions within major financial services accounts, including Great West, MetLife, Oppenheimer, Allianz, and Alliance Bernstein among others. Recently Bill has been helping investment firms navigate the changing distribution landscape and align sales and marketing teams in digitally focused initiatives.
Steven Lewis leads the go-to-market solutions practice at MarketBridge, guiding the development and delivery of strategic efforts with sales and marketing leaders. Steven brings a differentiated go-to-market point of view that fuses insights and innovation with a focus on data, customer experience, business imperatives, and an understanding of complex routes to market. Working with industry leaders such as American Express, Visa, HSBC, and U.S. Bank, Steven brings 15 years of financial services leadership to help sales and marketing organizations navigate transformation and complex business dynamics to drive go-to-market effectiveness and cohesion.
Let us know who you are for more information on how we can support your revenue efforts: