Leading Investment Management Firm

Engagement overview

A leading investment management firm, sought to implement a comprehensive marketing automation strategy to enhance lead management and campaign effectiveness. By leveraging seamless CRM integration, database optimization, and the development of responsive digital assets, TO THE NEW streamlined its marketing processes. Our expertise in lead scoring, dynamic content personalization, and multi-channel campaign execution significantly boosted customer engagement, positioning the client for sustained growth in a highly competitive market.

Our client

Investment Management | USA

The client, an investment management division of one of the largest asset management firms globally provides a comprehensive suite of financial solutions, expertly managing assets across equities, fixed income, alternatives, and multi-asset portfolios. With a presence in over 160 countries, it is renowned for its deep expertise, innovative investment approaches, and steadfast commitment to delivering long-term value for its clients.

Business objective

Optimize the lead lifecycle journey for superior lead qualification & conversion rates

Standardize & enrich data for precise targeting & personalized campaigns

Maximize audience engagement with advanced automation & multi-channel strategies

Generate reports for actionable intelligence and data-driven decision-making

Ensure end-to-end GDPR and CAN-SPAM compliance across marketing initiatives

Business solution

Transformed lead management and customer engagement through CRM integration, data optimization, and responsive asset development, reinforcing the client’s competitive edge

Integrated Salesforce, MS Dynamics, and Marketo to create a seamless marketing automation ecosystem, enhancing operational efficiency

Enhanced data quality through de-duplication, normalization, and enrichment, enabling precise and targeted marketing initiatives

Implemented advanced lead scoring models and nurturing programs to improve lead qualification and conversion rates

Developed responsive landing pages, email templates, and custom forms to ensure an optimized user experience across devices

Executed a personalized content strategy using dynamic forms and progressive profiling, driving higher engagement and conversions

Delivered actionable insights through custom reports and analytics dashboards, empowering data-driven decision-making and improving campaign effectiveness

Our Tech Stack

Business outcome

As a trusted partner and expert in CRM integration and data optimization, TO THE NEW empowered the client to transform their lead management and customer engagement processes. By leveraging strategic expertise in responsive asset development and marketing automation, we streamlined lead qualification, elevated customer engagement, and reinforced the client’s competitive edge in the global investment management space. Here are the key business outcomes:

Integrated over1,000 increase fields in real time to optimize data flow
Enhanced API efficiency with a 60% performance boost, reducing calls from 50,000 to 20,000
Optimized data export, cutting bulk size from 500 MB- 250 MB
Delivered hyper-personalized email experiences using advanced Velocity Scripting
Improved compliance and customer autonomy by elevating local and global opt-out processes

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