This leading North American asset manager provides financial services and advice to institutional, RIA, intermediary and high net worth investors. The firm’s investment staff comprises of over 15 teams that operate across five countries and collectively manage over $230B in assets.
As a key part of its marketing program, the firm publishes regular research around equity, fixed income, alternatives and multi-asset investment strategies to drive client engagement and differentiate their offerings in the market.
However, the volume and topic breadth of content and the resources required to maintain business rules across its numerous web properties made it impossible to provide an individually personalized and relevant digital experience for every web visitor and logged-in client.
The asset manager chose Idio because it needed an automated, AI-driven solution that would enable the organization to personalize web and email experiences at scale, without extra manual effort.
Download this case study to see how Idio:
Increased engagement with articles and research across all web properties
Accelerated the journey from content engagement to fund page conversion