Revenue Architects - Consulting Agency

This client is a leading global asset management firm in Boston. As part of its goal to improve the efficiency and effectiveness of its distribution strategy, they are deploying new digital marketing and segmentation.  Today, the firm pursues its target markets with a “one size fits all” approach. John is leading a team to work with the firm to design a segmentation strategy and apply new technology models for content and relationship marketing that will improve the efficiency of marketing, sales and communications, and improve performance. The firm is deploying a nurture program that balances human and digital relationships and applies permission marketing with web content, webinars, content syndication, lead management and CRM.

We are also working with the firm to define a data management solution. Currently the company uses a range of critical product, fund and performance information to support key business operational functions as well as financial advisors, affiliates, and other business partners. Product groups perform extensive data manipulation using  a wide range of core systems to align performance and fund information and re-purpose core data into useful reports and outputs. Implications include:

• No common or agreed language /ontology that defines data consistently across groups or processes
• Current process is highly inefficient and lacks self-service access to valuable information
• Current processes are not scalable – further economies would be minimal even with additional staff resources
• Proliferation of varied data sources and data manipulations introduce unacceptable operational risk

Revenue Architects is outlining a unified data management strategy to deliver significant operational benefits and facilitate business expansion.