GLOBAL INVESTMENT BANK
Overcoming legacy challenges to achieve new market penetration for wealth management firm.
Our client, a premier global investment boutique with focus in banking, investment management, and private wealth, wished to expand their share of founder-owned companies by raising awareness with trusted advisor influencers.
At a Glance
Faced with the challenge of expanding their presence among founder-owned companies, a premier global investment boutique partnered with Credera to create a data-driven marketing platform. Utilising Azure data services and a customised Salesforce app, Credera sourced and scored key influencers, and developed new roles for digital growth. This solution led to the establishment of a new digital growth function, expected to generate over $10 million in incremental revenue.
The Challenge
Increasing market share through trusted advisor networks.
Our client, a premier global investment boutique with focus in banking, investment management, and private wealth, wished to expand their share of founder-owned companies by raising awareness with trusted advisor influencers.
The Solution
Enhancing digital growth with data-driven marketing strategies.
Credera partnered with our client to envision & deliver an end-to-end solution to open this new channel. We leveraged Azure data services to source, cleanse, and score influencers based on likelihood to influence and defined new job roles for digital channel growth. We integrated data insights into Credera-built Salesforce influencer relationship app and provided guidance on content strategy, segmentation, and measurement guidance to marketing.
The Results
Driving £10 million in revenue with new digital growth function.
A new digital growth function became operational within their investment management operations and is expected to generate 10m+ incremental revenue. They are now able to create targeted marketing campaigns to cold audiences, which demonstrate better success rates than prior efforts with warm audiences. We helped them discover over 40+ key influencers with whom to build relationship and dramatically improved their marketing sophistication through segmentation, multi-stage campaigns and targeted content.
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