Case Study: Franklin Templeton achieves $600M in new assets with Fractal's Customer Genomics

Franklin Templeton generates $600mn in new assets with Customer Genomics®

Franklin Templeton Investments, a global asset manager, faced the challenge of engaging financial advisors in a competitive, evolving market. The increasing use of digital channels and the need for personalized, timely information made traditional segmentation methods ineffective. To enhance advisor engagement and boost sales, they partnered with Fractal and its Advisor Genomics® solution.

Fractal implemented its machine learning-powered Advisor Genomics® to create personalized profiles for advisors, replacing segmentation with targeted, real-time interactions. This solution generated highly relevant sales leads and product recommendations. The measurable impact was significant, resulting in 13,200 leads with a 65% success rate and driving $600 million in new assets, which substantially boosted the firm's market share.

Franklin Templeton Investments

Jennifer Ball

SVP Global Product Marketing & Insights