Increase AUM with Marketing Automation: Client Retention in Volatile Times (Part 1)


It’s only natural for your clients to be concerned about the extreme market volatility that we have experienced since the beginning of the year. Don’t let these concerns turn to panic because you were unable to send timely and relevant communications to them. View this recording to hear from financial services marketing experts Joe Paone and Mike Madden on how leveraging marketing automation can help you retain clients during periods of market uncertainty.

Watch this webinar to learn about:

  • Retention strategies in volatile markets
  • Key marketing trends in financial services
  • Leveraging marketing automation to grow AUM


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