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Marketing for Asset Management: How to Build Programs that Grow AUM

You may have heard of marketing automation by now, but how can it specifically help asset managers to grow AUM? In this on-demand webinar, asset management experts Joe Paone and Mike Madden will dive into Marketo for a step-by-step look at building programs. You’ll see first-hand how Marketo helps you segment marketing programs by investor persona, prioritize leads for sales using automated scoring, build highly segmented lists in minutes and much more!

You’ll learn why firms like Charles Schwab, Jupiter Asset Management and Brinker Capital leverage Marketo to:

  • Increase assets under management
  • Acquire new clients
  • Improve investor retention and asset consolidation