Maximize Consideration Among Investors and Expand Client Relationships
To attract and retain affluent clients, financial services firms must fully understand their brand perception and loyalty among higher-asset investors, especially those who are “ready-to-act.” This information is critical to strategic decisions regarding targeting, brand engagement and differentiation, boosting consideration and
expanding share of wallet.
Investor Brand Builder™ provides a holistic overview of important trends affecting the affluent investor market and a customized evaluation of your brand health to enhance investor segmentation, improve marketing and communication, identify opportunities to grow market share and boost profitability. You choose the way you
want the data cut to align with your firm’s view of the affluent investor population, giving you customized insights that can directly inform your brand and marketing strategies.
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients
Identify New Targets
Increase market share by identifying investors who are ready-to-act and developing effective campaigns to get your firm in their consideration set
Benchmark performance against your competitors to improve brand positioning