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AI-powered B2B Marketing & Sales Solution for Asset Management

Focus on the right firms, personalize messaging, and automatically engage with people, making your sales and marketing teams focused and effective.

Book a Demo

See the Value 6sense Brings to Your Role

Insights to drive your targeting

Focus your marketing efforts on firms actively researching investment products, not just on your website, but on 3rd party sites so no buying signals are missed.

Personalize messaging for marketing campaigns

Make sure you're targeting the right investors with the right messages based on their intent. For example, ensure an investor seeking international exposure sees content about your international strategies.

Drive tighter alignment with sales & distribution teams

Ensure sales and marketing are targeting the same people, provide contact and account intelligence to sales teams, and automate personalized 1:1 communication.

Marketing

Insights to drive your targeting

Focus your marketing efforts on firms actively researching investment products, not just on your website, but on 3rd party sites so no buying signals are missed.

Personalize messaging for marketing campaigns

Make sure you're targeting the right investors with the right messages based on their intent. For example, ensure an investor seeking international exposure sees content about your international strategies.

Drive tighter alignment with sales & distribution teams

Ensure sales and marketing are targeting the same people, provide contact and account intelligence to sales teams, and automate personalized 1:1 communication.

Spend time with the people seeking to move assets

Capture data on your targets' online research to identify who's actively in-market. The days of spending time with the wrong people are over.

Use AI to personalize communications

6sense data will tell you what companies have been researching and what products they may be interested in (even if they haven't been to your website). Leverage that data to automatically write communications that will capture their attention.

Spend more time working deals & less time prospecting

By focusing on in-market companies, your team can personalize and automate communication, and unlock contact data, so it's easier than ever to get meetings with people that are likely to move assets.

How Asset Management Firms Leverage 6sense

6sense proactively identifies anonymous buying signals, like keyword research, across various users, devices, channels, to match them back to the companies they work for. From there, our AI predictions classify and prioritize the accounts most ready to buy.​

6sense prioritizes and provides key contacts that your teams should be engaging with to win more business. Create seamless, personalized outreach to AI-prioritized contacts so your team is only spending time with clients ready for your solutions.

Frequently Asked Questions

Account-Based Marketing (ABM) for Asset Management is a targeted approach that focuses on specific high-value clients or accounts. This is due to the B2B buying process involving more stakeholders than consumer services. It tailors marketing efforts to the holistic account’s unique needs, enhancing personalization and increasing the likelihood of conversion within Asset and Wealth Management firms. Check out the Account-Based Marketing Guidebook to learn more. 

Asset Management or Wealth Management B2B marketing involves promoting financial products and services to a specific target audience. It includes strategies to build trust, educate clients, and drive engagement in a highly regulated industry. 

To create an asset management strategy or wealth management strategy, identify your target audience or ideal customer profile (ICP), create content that resonates with your ICP(s), understand industry regulations, and use digital channels to reach your target accounts at the right time, and continually test and optimize your approaches. 

See What 6sense Can Do

Looking for a custom demo? Our dedicated financial services team would be happy to assist you.

Learn how 6sense Revenue AI ™ drives revenue growth, improves customer experience, and aligns sales & marketing for the Financial Services industry. Embrace cutting-edge intelligence to gain a competitive edge and win more deals.

Book Your Custom Demo