Marketing & Client Experience

Investment managers get asked endless RFP questions — all asking for similar information in a slightly different way. Each response could take hours or days to put together. With our solutions, you have client, product and sales data at your fingertips — helping you precisely answer RFP questions in seconds.

To hone strategies and justify spend, you need to be able to quantify the success of marketing campaigns. Our platform increases the transparency of client flows — providing the foundations required to analyse net new money (NNM) in the context of live initiatives.

What type of engagement do investors want from their investment managers, and how do you communicate on their terms? Reliable segmentation and tiering data are key to answering these questions — helping you make sense of your audiences and communicate consistently. Aiviq enables unprejudiced, data-driven segmentation to support marketing and digital servicing decisions.