Mar 05, 2021

Client acquisition is a pain point for many wealth managers as prospecting remains time consuming, expensive, and mostly manual. Automating client acquisition workflows—specifically focusing on marketing automation—can help ease this pain by reducing the repetition in sales tasks, by increasing the number of “warm” leads, and by decreasing overall client acquisition costs.

Unlock the Full Replay

Join our research membership! Gain access to over 350 documents, expert insights, market trends, and much more.