Profit from the Total Picture
Drive Advisor Adoption
Profit from the Total Picture is a turnkey marketing program available to broker dealers and wealth management firms who are current account aggregation clients. The program, provided and implemented by CashEdge at no cost to the partner, aims to help drive internal adoption of account aggregation among advisors.
The marketing program consists of an email campaign that promotes the benefits of aggregation and drives attendance to an informational webinar and demo of CashEdge’s data aggregation services. If available, the webinar also features an internal data aggregation champion to help demonstrate the benefits of aggregation. If no such internal champion is available, CashEdge will supply an anonymous advisor case study.
CashEdge provides all creative and email transmission services as well as the complete webinar presentation and hosting service. All that is required from the client is a high resolution logo and an email list.