Case Study - Content. Technology. Data Bases.
Date & Time
Thursday, October 12, 2023, 8:45 AM - 9:20 AM

Content. Technology. Data Bases. We recently completed a survey and the responses highlighted marketing and communications to prospective investment clients and advisors are a high and growing priority for wealth firms. Creating and implementing a marketing communication engine demands heavy lifting. Add to that, the need to reach unique and specific targeted audiences. How is your firm solving for this challenge? With the high degree of want / many requests for marcomm improvement what are your firm’s decision-making processes, priorities and action items? What does a good engine that incorporates content, process, technology, and people look like to you and your firm?