Case Study: a large methodologies and analytics framework company achieves higher campaign engagement and net flows with EXL

Large Methodologies and Analytics Framework Company - Customer Case Study

EXL worked with a large methodologies and analytics framework company to improve campaign engagement and identify effective leads across digital campaigns, webcast events, in-person events, guest talks, and sales introductions. The customer wanted a more transparent and efficient way to target campaigns and drive better marketing ROI.

EXL built a campaign optimizer framework focused on profile enrichment, lead generation, campaign design, and measurement, using data sources, machine learning, analytics, and BI dashboards. EXL improved contact accuracy, created unified opportunity scores, and used synthetic control groups and KPIs to measure impact, resulting in $9B+ in net flows from events, $300M+ in net flows from digital campaigns, a 40% higher engagement rate, and 77% of previously unengaged advisors engaged in the last 12 months.