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Mar 05, 2021

This research examines the common applications for automation and AI-driven technology in the wealth management client acquisition process and also addresses common challenges wealth managers face when using automation.

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.

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