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Wealth Management
Lead Nurturing and Conversion
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Inconsistent prospect follow-up with no systematic lead nurturing process, resulting in low conversion rates and wasted marketing spend.
Solution
Implement automated lead nurturing campaigns in Marketing Cloud with scoring, segmentation, and triggered touchpoints based on prospect engagement and readiness.
Key Outcomes
- Automated multi-touch lead nurturing campaigns
- 67% increase in lead-to-client conversion
- Lead scoring and prioritization
- Marketing ROI visibility and optimization
Tags
lead-nurturingmarketingwealth-managementmarketing-cloudconversion
Implementation Timeline
8-12 weeks
Medium Complexity