Effective Content Management for Consistent Customer Engagement for a Wealth Management Firm

Business Challenge

The client's marketing team grappled with manual email updates and inconsistent templates, which hindered quick publication turnover. Fragmented data across departments led to customer complaints, and brokers faced challenges engaging recipients due to impersonal emails.

Coforge Solution

We deployed a solution that involved creating a unified experience for brokers and customers. This included using methods to draw data from content management systems, automating data extraction, creating newsletter templates, and setting up personalized newsletters. We achieved broker-specific email personalization for over 200 brands. A comprehensive view of customer information was provided to advisors, thereby boosting engagement.

Results

• Up to 30% increase in agent productivity with 360 views of customers.
• 10-15% rise in click-through rates of personalized newsletters.
• Higher upsell opportunities and proactive customer service.
• Up to 25% faster broker onboarding on the marketing platform.
• Interactive elements allowed advisers to self-serve and analyze information.

Key Highlights

The deployment of our solution transformed customer engagement with personalized emails, increased email click-through rates, accelerated broker onboarding, leading to improved agent productivity and superior customer service.