ReachStack is a Wealthtech service provider and consulting company that helps wealth management firms increase their AUM and client engagement.
To accomplish these goals, ReachStack employs artificial intelligence, content distribution solutions, cloud based marketing automation, and program management (including outsourcing of content).
Its best-in-class content technology platform empowers wealth management and financial services companies to expand their digital reach by streamlining client email communications with advisors. Reachstack connects customers, technology, content, and distribution channels to create unique thought leadership that offer a personalized touch from individual advisors.
The result: A 1,600% increase in client engagement.
ReachStack saves advisors additional time to meet new clients and build their business. Advisors can better control their message, boost their profile, and expand their AUM in a competitive, referral-based industry. Reachstack also allows wealth firms to shift vital marketing resources to more urgent corporate efforts to build brand awareness, increase market share, and boost institutional messaging.
The ReachStack Advantage
With ReachStack, wealth advisors have more control in the process of offering insight and intelligence to their clients.
By harnessing the power of Reachstack’s platform, marketing teams drive the core client communications on behalf of advisors.
In addition to higher levels of engagement, wealth advisors save on average five hours per week. Thanks to marketing’s effort, advisors can reallocate that time to increasing their AUM, engaging with clients, and handling other critical tasks to maximize the performance of their portfolios.
ReachStack puts advisors firmly in control of thought leadership across all email content while saving time and money on marketing. It integrates AI to understand client interests and enhances engagements with personalized content that quickly meets compliance standards.
Advanced AI and analytics provides ongoing analysis of client interests and preferred engagement levels. Increased touchpoints at lower costs per engagement enhance client loyalty and expands a wealth advisor’s profile and audience reach.
Value for New and Existing Clients
ReachStack strengthens the bond between marketing, compliance, and wealth advisors - increasing the number of engagements with clients. More frequent feedback and customized thought leadership produces happier, more engaged wealth management clients.
ReachStack Leadership Team
Sean Kenalty, B.Eng
Brendan Kenalty, MBA, B.Eng
VP, Customer Success
Director, Corporate Development
Customer Success Lead
Customer Success Leader
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