Success Stories
for your CFO
A Wealth Management Success Story :
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ReachStack customer increases investment by 300%
after 3 years of solid AUM retention & growth.
a Wealth Management Success Story :
​
A ReachStack customer increases investment by 300%
after 3 years of solid AUM retention & growth.
16X increase in Advisor | Client interactions with Same Budget
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Clients 5X more likely to respond to content from Advisor vs Brand
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To optimize Cost per Interaction, industry tools have evolved around delivering content from Advisors
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ReachStack’s innovative Marketing | Advisor collaboration delivers 16X cost impact
ReachStack outperforms Advisor Do-It-Yourself (DIY) tools by 16X
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Table below compares performance for 3 methods of delivering digital Communications to Clients
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ReachStack OYB with Advisor CX outperforms other options by 16X (with same budget & compliance adherence)
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Impact driven by increasing Advisor Participation (10% to 80%) and Sharing Frequency (monthly to weekly)
