Challenge.
BlueSky has maintained an on-going, ten-year relationship with a leading Fixed Income Asset Management firm (with assets under management of $1.7T). This organization has historically focused its sales and marketing efforts on ultra-high net worth and institutional investors. But they were looking to pivot and put a greater emphasis on developing relationships with smaller investors in order to create new revenue opportunities. A new marketing team was needed, one that could leverage the digital medium to attract, convert and retain those smaller investors.
Action.
A significant focus of the client’s transformation involved creating an engine that could deliver personalized, client-centric experiences via a marketing automation platform. BlueSky was hired to source, screen and recruit the digital marketing team that would lead the charge to automation. These roles included the Digital Marketing Platform Lead, Digital Marketing Campaign Lead, Marketing Automation Manager and Marketing Engineering Lead. Each of these leaders would play a role in creating the marketing automation solution that would open up this new customer base.
Potential Impact.
The anticipated benefits from these relatively modest investments could be significant. Even assuming a modest 1% improvement in asset retention or new asset generation, the assets under management could be improved by $17B, generating between $100-150M in revenue each year.
» Challenge.
BlueSky has maintained an on-going, ten-year relationship with a leading Fixed Income Asset Management firm (with assets under management of $1.7T). This organization has historically focused its sales and marketing efforts on ultra-high net worth and institutional investors. But they were looking to pivot and put a greater emphasis on developing relationships with smaller investors in order to create new revenue opportunities. A new marketing team was needed, one that could leverage the digital medium to attract, convert and retain those smaller investors.
» Action.
A significant focus of the client’s transformation involved creating an engine that could deliver personalized, client-centric experiences via a marketing automation platform. BlueSky was hired to source, screen and recruit the digital marketing team that would lead the charge to automation. These roles included the Digital Marketing Platform Lead, Digital Marketing Campaign Lead, Marketing Automation Manager and Marketing Engineering Lead. Each of these leaders would play a role in creating the marketing automation solution that would open up this new customer base.
» Potential Impact.
The anticipated benefits from these relatively modest investments could be significant. Even assuming a modest 1% improvement in asset retention or new asset generation, the assets under management could be improved by $17B, generating between $100-150M in revenue each year.
