Investing in marketing programs and expertise at the corporate level is not the only measure of success, and while data can be used to gain important insights that guide investment planning, having the right set of solutions is fundamental. Given the diversity of target markets represented in an RIA network of companies, implementing solutions that feature flexible personalization of content, design, and campaigns will be essential. Firms can achieve relevance and convey authenticity by personalizing communication to suit their unique brand and target market; a feat best accomplished inside of a managed solution model.
RIA corporate offices have the responsibility to select solutions that provide marketing freedom inside of their managed regulatory environment. This should result in many firms using the same tools, sharing some data and content to increase efficiency, but presenting themselves as highly unique firms that, from an external view, look completely independent from their sister firms.
At Veriday we created Digital Agent (websites, email campaigns, social posting via integration) to suit RIA network models. By launching DA, we’ve constructed a flexible design and content marketing system capable of generating uniquely branded marketing websites, content, and email campaigns. Digital Agent enables each RIA to produce exclusive design, content, and layouts for their unique market. This solution is ideally suited for RIA networks to benefit from centralized purchasing and operations, while creating a highly independent marketing program, which is the hallmark of any RIA operation.
If you operate or provide services to a network, I urge you to consider investing in marketing independence and singularitywhile taking advantage of your buying power, your expert resources, and data aggregation. This combination can create growth advantages for your RIA network that will outpaceyour competitors. The demands are rapidly expanding and will continue to escalateas marketing sophistication moves into its natural growth cycle.