Attract, Engage and Retain Your Clients to Grow AUM

The changing asset management landscape has made it crucial for marketers to re-evaluate their strategies to grow AUM. Firms like Charles Schwab, Jupiter Asset Management and Brinker Capital are leveraging marketing automation to optimize their marketing and sales approach to attract, engage and retain more clients at scale.

Marketo’s Sr. Segment Marketing Manager, Neelam Bhatia, will share key insights on how you can:

  • Transform your approach towards client acquisition and retention
  • Implement this approach at scale
  • Measure the impact of your marketing and sales efforts towards growing AUM


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