Marketing Automation in Wealth Management: A Landscape Report

Wealth management firms’ interest in marketing automation solutions is rising as firms look to increase efficiencies and grow their businesses.

Boston, November 26, 2019 – In recent years, interest among wealth managers for solutions to support their marketing and sales activities has heightened as the industry is recognizing the strategic value of combining a strong brand with advisor-driven client engagement and digital marketing. Marketing automation vendors are looking to capitalize on this interest and help firms meet rising client expectations while also mitigating escalating compliance risks brought on by regulations. While the marketing automation landscape remains convoluted and fragmented, the trends driving wealth management firms’ focus on marketing automation continue to grow.

This report looks at the landscape of vendors that provide marketing automation services to U.S. wealth management firms and explores how wealth management firms are utilizing these tools. It leverages publicly available information as well as Aite Group’s interviews with executives from both marketing vendors and wealth management firms conducted throughout 2019.

This 32-page Impact Report contains 10 figures and five tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Advisor Group, Allocadia, Amazon, Ameriprise, Ansira, Aprimo, Bank of America Merrill Lynch, Bigtincan, BrandMuscle, Broadridge, Cetera Financial, Charles Schwab, CIBC Private Wealth, Distribion, Elateral, FMG Suite, Google, Grapevine6, Hive9, Hubspot, Infor, Lincoln Financial, LinkedIn, LPL Financial, MarcomCentral, Marketo, Morgan Stanley, Netflix, Noosh, Proofpoint, RBC, U.S. Securities and Exchange Commission, Seismic, Sproutloud, Sullivan Bruyette Speros & Blayney, Toppan Merrill, U.S. Department of Labor, Veriday, Voya Financial, and Wells Fargo.

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