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Transforming financial advisor engagement with AI
How Franklin templeton generated $600M in new assets through customer genomics
Transforming financial advisor engagement with AI
How Franklin templeton generated $600M in new assets through customer genomics
Transforming financial advisor engagement with AI
How Franklin templeton generated $600M in new assets through customer genomics
$600M
New assets generated
26%
Sales increase
82%
Advisor satisfaction
13.2K
New sales leads
$600M
New assets generated
26%
Sales increase
82%
Advisor satisfaction
13.2K
New sales leads
$600M
New assets generated
26%
Sales increase
82%
Advisor satisfaction
13.2K
New sales leads
The challenge
Evolving market dynamics
Franklin templeton investments faced increasing competition in an industry rapidly evolving with new products, fee-based models, and the emergence of robo-advisors. They needed to transform how they engaged with financial advisors (FAs) in an omni-channel world.
Key challenges
Understanding advisor behaviors and preferences at scale
Delivering personalized communications across channels
Growing market share in competitive landscape
Maximizing value of digital interactions
Franklin templeton investments faced increasing competition in an industry rapidly evolving with new products, fee-based models, and the emergence of robo-advisors. They needed to transform how they engaged with financial advisors (FAs) in an omni-channel world.
Key challenges
Understanding advisor behaviors and preferences at scale
Delivering personalized communications across channels
Growing market share in competitive landscape
Maximizing value of digital interactions
Franklin templeton investments faced increasing competition in an industry rapidly evolving with new products, fee-based models, and the emergence of robo-advisors. They needed to transform how they engaged with financial advisors (FAs) in an omni-channel world.
Key challenges
testxvcvcxv Disconnected customer experience across channels
Delivering personalized communications across channels
Growing market share in competitive landscape
Maximizing value of digital interactions
The solution
Advisor genomics framework
Ai-powered intelligence
Machine learning pattern matching
Predictive behavior analysis
Automated genomic labeling
Personalized engagement
Channel preference optimization
Message response prediction
Dynamic content adaptation
Advisor genomics framework
Ai-powered intelligence
Machine learning pattern matching
Predictive behavior analysis
Automated genomic labeling
Personalized engagement
Channel preference optimization
Message response prediction
Dynamic content adaptation
Advisor genomics framework
Ai-powered intelligence
Machine learning pattern matching
Predictive behavior analysis
Automated genomic labeling
Personalized engagement
Channel preference optimization
Message response prediction
Dynamic content adaptation
Implementation approach
1
Data integration
Multi-channel data collection
Behavioral pattern analysis
Genomic marker development
2
Model development
AI algorithm training
Pattern matching refinement
Prediction validation
3
Engagement optimization
Channel strategy deployment
Content personalization
Performance monitoring
Implementation approach
1
Data integration
Multi-channel data collection
Behavioral pattern analysis
Genomic marker development
2
Model development
AI algorithm training
Pattern matching refinement
Prediction validation
3
Engagement optimization
Channel strategy deployment
Content personalization
Performance monitoring
Implementation approach
1
Data integration
Multi-channel data collection
Behavioral pattern analysis
Genomic marker development
2
Model development
AI algorithm training
Pattern matching refinement
Prediction validation
3
Engagement optimization
Channel strategy deployment
Content personalization
Performance monitoring
Dive deeper
Dive deeper
Dive deeper
The impact
Transformative results
Business growth
Asset Growth
$600M
New asset generation
Increased market share
Portfolio expansion
Sales performance
Sales Increase
26%
13.2K qualified leads
65% success rate
Improved conversion
Advisor satisfaction
Approval Rating
82%
Enhanced relevance
Improved targeting
Better engagement
Dive deeper
Dive deeper
Dive deeper
Looking ahead
Enhanced AI models
Expanding predictive capabilities
Channel integration
Deeper omni-channel engagement
Market expansion
Scaling
Looking ahead
Enhanced AI models
Expanding predictive capabilities
Channel integration
Deeper omni-channel engagement
Market expansion
Scaling
Looking ahead
Enhanced AI models
Expanding predictive capabilities
Channel integration
Deeper omni-channel engagement
Market expansion
Scaling
Insights worth exploring
Recognition & achievements
Named leader
Customer analytics service provider Q2 2023
Named leader
Customer analytics service provider Q2 2023
Named leader
Customer analytics service provider Q2 2023
Representative vendor
Customer analytics service provider Q1 2021
Representative vendor
Customer analytics service provider Q1 2021
Representative vendor
Customer analytics service provider Q1 2021
Great Place to Work, USA
Great Place to Work, USA
Great Place to Work, USA
Representative vendor
Customer analytics service provider Q1 2021
Representative vendor
Customer analytics service provider Q1 2021
Representative vendor
Customer analytics service provider Q1 2021
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