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Marketing & Distribution Services for Asset Management Firms

Asset Management

Scalable account intelligence to drive assets under management (AUM) for marketing and distribution teams in the wealth and asset management industries, powered by 6sense.

Book a Demo

See the Value 6sense Brings to Your Role

Marketing

Uncover In-Market Prospects with Ease

Leverage a centralized platform built for a world where B2B clients wish to remain anonymous. Reveal hidden buying signals and see recommendations to reach financial advisors that are ready to switch or hire asset management firms right now.

Target Prospects That Are Ready to Engage

Remove all the guesswork when developing your ideal customer profile. Leverage purpose-built AI models that analyze years of historical data to understand which clients to pursue and which decision makers matter most.

Boost Performance & Increase Asset Flows

Drastically increase your marketing efforts with cutting-edge data provided by 6sense. Orchestrate multi-channel campaigns that engage and accelerate key audiences through their buying journeys — across different channels, visitors, and devices.

See Who's Looking for Asset Managers

Capture and match back anonymous client research to in-market accounts so you always know what’s happening with your patch. The days of getting into deals late or missing them are over.

Prioritize the Best Firms & Reach Them with Ease

Our industry-leading intent data and AI predictions build fresh lists of prioritized accounts and contacts to target every day. It’s time to break up with endless lists of accounts and bogus contacts.

Save Sellers’ Time & Boost Productivity

Increase ROI and drive more inflows with rich account and contact intelligence and recommendations, available inside of your CRM and other tools your sellers use every day.

Uncover In-Market Prospects with Ease

Leverage a centralized platform built for a world where B2B clients wish to remain anonymous. Reveal hidden buying signals and see recommendations to reach financial advisors that are ready to switch or hire asset management firms right now.

Target Prospects That Are Ready to Engage

Remove all the guesswork when developing your ideal customer profile. Leverage purpose-built AI models that analyze years of historical data to understand which clients to pursue and which decision makers matter most.

Boost Performance & Increase Asset Flows

Drastically increase your marketing efforts with cutting-edge data provided by 6sense. Orchestrate multi-channel campaigns that engage and accelerate key audiences through their buying journeys — across different channels, visitors, and devices.

How Asset Management Firms Leverage 6sense

6sense proactively identifies anonymous buying signals, like keyword research, across various users, devices, channels, to match them back to the companies they work for. From there, our AI predictions classify and prioritize the accounts most ready to buy.​

6sense prioritizes and provides key contacts that your teams should be engaging with to win more business. Create seamless, personalized outreach to AI-prioritized contacts so your team is only spending time with clients ready for your solutions.

Frequently Asked Questions

Account-Based Marketing (ABM) for Asset Management is a targeted approach that focuses on specific high-value clients or accounts. This is due to the B2B buying process involving more stakeholders than consumer services. It tailors marketing efforts to the holistic account’s unique needs, enhancing personalization and increasing the likelihood of conversion within Asset and Wealth Management firms. Check out the Account-Based Marketing Guidebook to learn more. 

Asset Management or Wealth Management B2B marketing involves promoting financial products and services to a specific target audience. It includes strategies to build trust, educate clients, and drive engagement in a highly regulated industry. 

To create an asset management strategy or wealth management strategy, identify your target audience or ideal customer profile (ICP), create content that resonates with your ICP(s), understand industry regulations, and use digital channels to reach your target accounts at the right time, and continually test and optimize your approaches. 

See What 6sense Can Do

Looking for a custom demo? Our dedicated financial services team would be happy to assist you.

Learn how 6sense Revenue AI ™ drives revenue growth, improves customer experience, and aligns sales & marketing for the Financial Services industry. Embrace cutting-edge intelligence to gain a competitive edge and win more deals.

Book Your Custom Demo