Case Study: Leading Global Asset Management Firm boosts campaign conversions with FirstHive

Boosting Campaign Conversions & Marketing ROI with AI-Driven Engagement for a Global Asset Management Firm

Leading Global Asset Management Firm, a global asset manager serving institutional, retail, and high-net-worth investors, was spending heavily across digital and offline channels but lacked visibility into the full customer journey, especially in anonymous pre-login environments. With disconnected systems across 16+ channels and no single customer view, the firm struggled to identify users, separate prospects from existing customers, and deliver relevant engagement. FirstHive’s Customer Data Platform was used to help solve these challenges.

FirstHive implemented its AI-powered CDP to unify identities across web, app, email, SMS, social, native ads, and other channels, while using predictive and decision-engineering capabilities to personalize engagement, prioritize high-value users, and predict churn. The results included a 28% boost in campaign conversions, a 22% increase in marketing ROI, and 30% more dormant users reactivated, helping Leading Global Asset Management Firm improve efficiency and drive more proactive, data-driven marketing.