Case Study: Advisor Acquisition and Engagement

Impact: Thousands of new relationships with investment professionals, 6% share gain per year.

When this global financial leader turned to EMI to grow its share in the fast-paced ETF market, we left no lead generation technique untested. With a systematic multi-channel program – from paid search to webinars to e-marketing – we continuously measure and improve performance. Equally important, our contact strategies nurture leads into relationships with highly targeted communications, achieving open rates as high as 30%.