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

• 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

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)