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Finance|August 3, 2023

Data-Driven Client Acquisition through Effective Advertising

Learn how wealth managers can leverage data to attract clients more effectively.

young investor on a tablet

Spectrum Reach sponsored a recent study conducted by Arizent that reveals how wealth management professionals are leveraging data to enhance their customer acquisition efforts.

You’ll discover:

  • The current status of lead generation across the wealth industry.
  • How wealth management professionals are leveraging social media to attract both Millennials and Gen Z.
  • What wealth management professionals are doing to measure the ROI of customer acquisition campaigns.
  • What YOU can do to implement modern, measurable marketing programs to increase your market share.
Read the Report