Personalization

Personalize

Uncover important life events that may reflect money-in-motion activity

Segment

Segment clients by est. investable assets, income ranges, and more

Close

Help boost close rates

Sarah
SVP of Marketing
Financial Advisory Firm
$10B+ AUM

Problem

Low engagement rates due to poor segmentation and lack of personalization

Top goal

Increase AUM through improved engagement with targeted audience

Target Market: wealthy pre-retiree couples 50 to 65 years old and have at least $1 million in investable assets. Channels used:

Email marketing
Social media
Podcast ads
Mailers
In-person events (i.e. seminars)

Sarah needs to increase email responses and digital advertising engagement rates to generate more leads with the same marketing budget, and build better audiences and content to increase lead generation.

With unique insights from Catchlight, her team could segment their CRM by attributes such as:

Estimated investable assets
Income and age ranges
Personal interests and hobbies
Investment objectives
Possible life events
and more!

With this data, they can create marketing campaigns that are more relevant to specific recipients. For example...

Digital Advertising: All leads entered into the CRM that have a Catchlight Score above 70 and are one to two years away from retirement could be funneled directly into a custom Catchlight audience on a social media platform.

Email Marketing: Email conversion rates could also be improved by creating nurture tracks that align to their ideal client persona and are powered by Catchlight attributes.

The hypothetical example, statements and the fictional subjects and firms herein are for illustrative purposes only. The statements and projections regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Such statements and projections reflect various assumptions and no assurance can be given that any such assumption upon which such projections and statements are based will prove to be correct. Actual results may vary materially from the projected results herein.

Personalize

Segment

Close

Hypothetical Use Case

Problem

Top goal

The Solution: Personalized Marketing Campaigns

Generate More Quality Leads

Generate More Quality Leads