1 / 17

Kickstart Your Wealth Management Marketing Strategy with Pardot Implementation

Wealth managers facing both side hurdles in the shape of competitive digital platforms and economic crises. In such ways, accessing them with the help of Salesforce Pardot can be an enormous relief.

jamesanderson11
Download Presentation

Kickstart Your Wealth Management Marketing Strategy with Pardot Implementation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. KickstartYour WealthManagement MarketingStrategy withPardot Implementation

  2. Whatcanawealthmanagerdreamofthen buildingbetterrelationswithclients?And whatifamarketingautomationsolutioncan generatemoreleads,meaningfulconnections, empowersales,andclosemoredeals? AnOverview Soundsgreat,right?Well,wearetalkingabout PardotthatleadsbyarightPardotconsultant.

  3. Highlights Manuallyperformingemailmessagesand campaigning 1 2 Identifytheaudience,createtherightcontent Automaticallytriggerdesirableactionbasedon schedulesandcustomerbehavior 3

  4. TransferofWealth Challenges WealthManagers AreFacing LatestTechnologies LackofFinancialIlliteracy Association

  5. 01 AccordingtoCNBC,agiantamountofwealth whopping $64trillionwillchangehandstothe nextgenerationinthenext25years.This meansthenextgenerationisanewdecision taker. Transferof Wealth Thischangeisoneofthebiggestchallenges forwealthadvisors,whereintheSalesforce Pardotisaperfectsolution.

  6. 02 Technology-involvement & competitiveapps likebettermentarepressuringthemarketing environmentfornon-digitalones.Insucha way,addingpowerfulmarketingautomation likePardotistheonlysolutionthatis heighteningthem. Latest Technologies

  7. 03 Accordingtoafinancialquiz,only18% of peopleundertheageof18-26couldanswer4 outof5questions.Thisestimatesthefinancial illiteracy which demands personalizedandconstantstrategythatisonly possible with Pardot implementation. Lackof Financial Illiteracy a pinpoint, consultation &

  8. 04 Consolidationofmarketing & salesteamsis the back-bone of marketingstrategy.AndforPardot,Salesforce definesitasaline-bluerbetweenmarketing andsales. wealth management Association

  9. HowDoesPardotHelpWithWealth ManagementMarketingStrategy?

  10. Trust-BuildingThroughAction Trustmightbethefirststepofanyclientandbusinessrelation.Itleadsbysome reliableactionsratherthantaking.WithPardot,strong & calculativedataiseasyto trustthatispossiblewithSalesforcePardot.Itconnectscustomersandbusinesses throughoutthesalesfunnel. Highlighted Points Createagoal-basedcampaign Regularupdatesandcheck-ups Helptobeavailable & accessibleforclients In- advancealertclientsaboutregularchanges

  11. EmpowerWealthManagers Yes,yourwealthmanagerwillbeanexpertinsales,addingadvancedassetsin theirdaily-day-life,empowersthemtocrackdeals.Theon-time & calculative approachofPardothelpstodelivertherightmessagetotherightleadandboost marketing. Apartfromthis,marketerscanidentifythehigh-riskmomentsuchaswhenand howtheyarelosinganypotentiallead.

  12. RetentionandRegain Goodcommunicationcanregainevengoneleads.Continuouscommunication withemail,chatbots,socialmediaistheleadingmediumforleadretention. Unresponsivecustomersarealsoimportanttoconsiderforre-engagement campaigns,andtheycanusePardotwellfortargeting.

  13. PersonalizationandAutomation Automatemarketingstrategiescanbreathenewlifeinwealthmarketing.Thebelow- mentionedpointwillmakeitclearhowthismarketingautomationsolutionhelping: Collectbuyersdatathroughtheprogressiveprofile,landingpages,andforms Usemarketingtacticsforpersonalizedemails,content,andcustomer experiences coverautomationfeaturesemailtrackings,prospectanalytics,andsales conversion Toolshelptostartyourpersonalizedmarketingstrategies

  14. Conclusion Wealthmanagersfacingbothsidehurdlesintheshapeofcompetitivedigital platformsandeconomiccrises.Insuchways,accessingthemwiththehelpof SalesforcePardotcanbeanenormousrelief.Allyouhavetodoiscontactthe expertPardotconsultantandyouareallsettokickstartyourwealthmanagement marketingstrategy.

  15. +91-9971597175 ContactUs hello@tech9logy.com https://www.tech9logy.com/

  16. /company/tech9logy-creators /Tech9logyCreators FOLLOW US ON /t9lcreators /t9lcreators

  17. THANK YOU!

More Related