Case Study: a leading asset manager achieves $400M+ in net digital fund flows with EXL's digital engagement program

Leading Asset Management Industry - Customer Case Study

EXL worked with a leading asset management industry customer to improve digital engagement across a large customer base. The client needed a more strategic way to identify target audiences, understand digital interactions, and find opportunities by segment and geography, while overcoming siloed tools, uneven data maturity, and limited marketing automation and analytics capabilities.

EXL implemented a phased digital engagement program that included a digital maturity assessment, segmentation and micro-segmentation, unified opportunity scoring, lead generation, campaign measurement dashboards, next best action recommendations, client lifetime value modeling, email optimization, and support for the marketing automation platform. The results included a 5x increase in year-over-year web registrations, more than $400M in incremental net flows from digital campaigns, 77% of previously unengaged clients engaged, and 7k+ clients moving up the value chain.