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Flash Report (2016/2)

The Online Conversion Engine - Advanced analytics for successful web marketing in wealth management

Mar. 07, 2016

Financial service providers, especially wealth managers, can no longer rely on the traditional business model of targeting high net worth clients with a high-touch and high-cost approach. Major demographical changes come with a new generation of investors. This flash report identifies the reasons why fund and wealth managers need to think about marketing automation and how wealth managers can increase the conversion capabilities of their websites.

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