Success Stories

for your CFO

A Wealth Management Success Story :

ReachStack customer increases investment by 300%
after 3 years of solid AUM retention & growth.
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a Wealth Management Success Story :

A ReachStack customer increases investment by 300%
after 3 years of solid AUM retention & growth.
Success Section 2 chart 1500 no logos.pn

16X increase in Advisor | Client interactions with Same Budget

  • Clients 5X more likely to respond to content from Advisor vs Brand

  • To optimize Cost per Interaction, industry tools have evolved around delivering content from Advisors

  • ReachStack’s innovative Marketing | Advisor collaboration delivers 16X cost impact

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ReachStack outperforms Advisor Do-It-Yourself (DIY) tools by 16X

  • Table below compares performance for 3 methods of delivering digital Communications to Clients

  • ReachStack OYB with Advisor CX outperforms other options by 16X (with same budget & compliance adherence)

  • Impact driven by increasing Advisor Participation (10% to 80%) and Sharing Frequency (monthly to weekly)

See                    in action.
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