Focus on the right firms, personalize messaging, and automatically engage with people, making your sales and marketing teams focused and effective.
AI-powered B2B Marketing & Sales Solution
Asset Management
See the value 6sense brings to your role
Marketing
Insights to drive your targeting
Focus your marketing efforts on firms actively researching investment products, not just on your website, but on 3rd party sites so no buying signals are missed.
Personalize messaging for marketing campaigns
Make sure you’re targeting the right investors with the right messages based on their intent. For example, ensure an investor seeking international exposure sees content about your international strategies.
Drive tighter alignment with sales & distribution teams
Ensure sales and marketing are targeting the same people, provide contact and account intelligence to sales teams, and automate personalized 1:1 communication.
Distribution
Spend time with the people seeking to move assets
Capture data on your targets’ online research to identify who’s actively in-market. The days of spending time with the wrong people are over.
Use AI to personalize communications
6sense data will tell you what companies have been researching and what products they may be interested in (even if they haven’t been to your website). Leverage that data to automatically write communications that will capture their attention.
Spend more time working deals & less time prospecting
By focusing on in-market companies, your team can personalize and automate communication, and unlock contact data, so it’s easier than ever to get meetings with people that are likely to move assets.
Understand the buying journey
6sense proactively identifies anonymous buying signals, like keyword research, across various users, devices, and channels, to match them back to the companies they work for.
These insights give you a fuller picture of what’s going on in the buying journey, so your team can tailor your sales and marketing efforts.
Prioritize your sales team
6sense prioritizes and provides key contacts that your teams should be engaging with to win more business. Create seamless, personalized outreach to AI-prioritized contacts so your team is only spending time with clients ready for your solutions.
Frequently asked questions
What is account-based marketing (ABM) for asset management?
Account-based marketing (ABM) for asset management is a targeted approach that focuses on specific high-value clients or accounts. This is due to the B2B buying process involving more stakeholders than consumer services. It tailors marketing efforts to the holistic account’s unique needs, enhancing personalization and increasing the likelihood of conversion within Asset and Wealth Management firms.
What is asset management or wealth management B2B marketing?
Asset management or wealth management B2B marketing involves promoting financial products and services to a specific target audience. It includes strategies to build trust, educate clients, and drive engagement in a highly regulated industry.
How to create an asset management or wealth management marketing strategy plan?
To create an asset management strategy or wealth management strategy, identify your target audience or ideal customer profile (ICP), create content that resonates with your ICP(s), understand industry regulations, and use digital channels to reach your target accounts at the right time, and continually test and optimize your approaches.