As competition for the attention and assets controlled by financial advisors intensifies, asset managers are searching for ways to better identify, target and communicate with advisors about their products and services.
Our client approached us with a common issue. They were sending a high volume of emails to financial advisors and their open and click-through rates were deteriorating. In preparing to unveil a new product line with a limited marketing budget, the client was under pressure to maximize outreach and obtain a higher ROI than previous marketing initiatives.
Download this case study to see how Cogent Reports stepped in to help.