Marketing Analytics for Asset and Wealth Managers

Build a data-driven view of the customer lifecycle to guide marketing investments and scale growth

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Turn customer data into insights that drive growth

As investment fees decline, managers are looking for ways to stay competitive. To keep up with the industry-wide digital transformation, many asset and wealth managers have invested in CRMs or other automation tools but are failing to derive value from the data they are collecting.

Top Five Wealth Management Firm Hires Evalueserve to Optimize Marketing Analytics

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Our Solutions

We have the tools and teams to support your entire marketing function from ideation to impact. Our tightly-knit global team of experts, from data engineers to AI/ML experts to market advisors, allows for rapid deployment and proven ROI with every project. 

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Evalueserve advisory sessions provide an outside-in perspective of your marketing initiatives. While technology-led innovation is sweeping asset and wealth management, we share best practices in the context of where you are on your own digital transformation journey. Some of the sessions we host include:

  • Art of the Possible and Design Thinking
  • Analytics COE
  • Strategy Alignment
  • CXO Dashboard & KPI Alignment

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Data Solutions

While teams are adopting AI and ML to enhance their operations, these are unsustainable if your data is bad. Our data engineers harmonize your data and break down silos to stitch together customer data and report on lead quality, enrich leads, automate the distribution of information to sales, monitor growth across channels, and report on campaign performance. Our solutions include:

  • Cloud Data Lakes
  • Big Data Engineering
  • ML Engineering and Operations
  • Data Quality and Governance

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Advanced Analytics

Our expert data scientists can perform deeper analyses and provide insights to help you reshape your marketing initiatives to achieve your goals. Some of the advanced analytics solutions we provide include:

  • Predictive Analytics
  • Prescriptive Analytics
  • AI and Cognitive Analytics
  • Analytics Accelerators like Customer 360, Market Mix Modelling, and Market Spend Optimization

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Implement & Scale

Evalueserve can help make sure insights reach the right decision-makers, at the right time, through the right channels. Beyond providing insights, we can support your marketing function end-to-end by helping you plan, execute, and automate your campaigns. Our implementation solutions include:

  • Insightsfirst Market and Competitive Intelligence Platform
  • Content and Thought Leadership
  • Omni-channel Campaign Planning and Execution
  • Campaign Reporting and Attribution

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