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Asset Management
Institutional Investor Journey Mapping
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Generic approach to institutional investor relationships with no systematic journey mapping or personalized engagement strategies.
Solution
Create investor journey mapping framework in Salesforce with segmented touchpoint strategies, automated engagement triggers, and experience measurement.
Key Outcomes
- Mapped investor journeys by segment
- Automated personalized engagement
- Journey analytics and optimization
- Enhanced investor experience
Tags
investor-relationsjourney-mappingasset-managementpersonalizationanalytics
Implementation Timeline
12-16 weeks
High Complexity