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We deliver AUM growth through an innovative, data powered

Email and Marketing Automation solution.

We offer the most impactful and cost-efficient email-based client communication platform available for wealth management firms and their advisors.

 

By combining world class content tracking and insight, with artificial intelligence, analytics, automation and a robust compliance solution, we offer firms a unique ability to grow AUM by enhancing client and new prospect engagement.

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. 
 

  • Advisor Control : 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.

 

  • Marketing Performance : 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.

WIN : WIN : WIN
Marketers get Activity  |  Advisors get Control  |  Clients get Knowledge

AUM Impact for Investment Advisors and AUM Owners

 
Can you afford not to use ReachStack?

 

Wealth advisors can manage all the capital in the world. 

 

The one resource that advisors and marketing teams lack is time.

 

Advisors have a lot on their plate - managing portfolios, working with clients, and handling operations. 

 

Advisors can’t talk to everyone over the phone or answer every question. There aren’t enough hours in the day.

 

To maximize their business, they require cutting-edge marketing support.

 

One platform stands above the competition to give advisors more control of their message, reduces the cost of client engagement, and extracts client expectations of thought leadership and insight - BEFORE the message arrives.  

 

That platform is ReachStack. 

 

Only ReachStack Gives Advisors Total Control of Their Client-Facing Content 

 

Believe it or not, email is the easiest, most accessible form of client communications. 

 

Industry wide, clients open roughly 85% of their emails from their advisors. This is an incredible figure, one that begs the question:

 

Why don’t organizations use more personalized tools to heighten engagement, ensure greater client loyalty, and give advisors MORE time to prospect for new clients and manage their portfolios? 

 

Roughly 95% of people check their email every day. This medium is still growing, and more consumers are using the channel as a secure method for private, sensitive personal communications. 

 

Email is the single most powerful marketing tool at your disposal. 

 

However, too many professionals ignore the channel or fail to understand a better way exists to approach email marketing. The type of marketing that can expand beyond 6% to 10% adoption.

 

We’ll change your mind about how you use email as an effective tool to boost your AUM. 

 

ReachStack has proven it can exponentially grow your engagement and open rates to a level of 85%

How ReachStack helps an Advisor :

 

The ReachStack platform starts in the hands of the marketing department, which is typically overwhelmed by the demands of multiple advisers to provide content and insight. Using ReachStack, they are now able to use each client's interest data to efficiently plan and create personalized communications from each advisor to their clients.

 

Step 1 : Understand each Client's Interests

Quickly see what topics and content each client is interested in. Track everything down in seconds to analyze and compile content that is relevant to every client-advisor relationship  

 

Step 2 : Content Generation for each Client

The marketing team creates content for specific clients and automatically directs to the advisor’s inbox for additional insight and approval. Use Artificial Intelligence and Automation to more efficient identify & coordinate best content for each client

Step 3 : Deliver Personalized Client Engagement

Content for each client is proactively prepared and sent to Advisor for approval The advisor offers his or her personal touch before it is sent to the customer list.  A built-in compliance tool streamlines the approval process, eliminating wait times, and ensuring the message arrives to the client quickly.  

 

Step 4: Spend more time increasing AUM

Do you ever ask: what could advisors accomplish with more free time? With system handing more of your core client maintenance, within five days, advisors will have more hours to build and grow their AUM, enhance client onboarding, and build deeper client relationships

 
See                    in action.
 

AUM Impact for Marketing and Home Office support teams  

If you’re a marketer in a wealth management firm, you’re passionate about assisting your advisors.

But all too often, you may hear the complaint among advisors that “The marketing department doesn’t do anything for me.” 

Let’s Be Honest About Advisor Communications

Advisors require the ability to create easy, insightful content that’s the perfect reflection of them as an advisor.

 

In today’s hyper competitive wealth management industry, advisors must demonstrate more thought leadership. But they require tools that help organize their schedules, demonstrate their proficiency, and demonstrate their professionalism. 

Advisors have been asking for ways to increase client engagement, personalize communications, and save them several hours per week so they can expand their business. 
 
In so many terms: Better, Stronger, Faster, and Cheaper.

That’s where ReachStack and you come in.

ReachStack helps you deliver AUM impact for Advisors

ReachStack instantly heightens the profile of the marketing team and defines the success by the opinions of the advisors that they are supporting. 
 
Believe it or not, email is the easiest, most accessible form of client communications. 

Industry wide, clients open roughly 85% of their emails from their advisors. This is an incredible figure, one that begs the question:

Why don’t organizations use more personalized tools to heighten engagement, ensure greater client loyalty, and give advisors MORE time to prospect for new clients and manage their portfolios? 

Roughly 95% of people check their email every day. This medium is still growing, and more consumers are using the channel as a secure method for private, sensitive personal communications. 
 
Email is the single most powerful marketing tool at your disposal. 

However, too many professionals ignore the channel or fail to understand a better way exists to approach email marketing. The type of marketing that can expand beyond 6% to 10% adoption.

We’ll change your mind about how you use email as an effective tool to boost your AUM. 

ReachStack has proven it can exponentially grow your engagement and client open rates to a level of 85%.

The ReachStack Advantage for Marketers

ReachStack is a wise investment in your team and your firm’s functionality.

Within one week, marketing teams can: 

  • Help every Advisor grow AUM by strengthening relationship with their clients & prospects, by sending more personalized content demonstrating their expertise

  • Save every advisor 2-5 hrs a week sending clients maintenance communications

  • Show performance reports illustrating the extraordinary value of their contributions to advisors’ wealth management practices. 

You’ll wonder how you ever got along without ReachStack.
 

See                    in action.
Help your Advisors grow.

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ReachStack 

Intelligent Content Distribution for Wealth Management.

Info@ReachStack.com | 1.877.977.8225 | Toronto | Canada

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