Value Stream:
Attract
Identify, engage, and convert high-value prospects through data-driven intelligence, personalized targeting, and smart advisor matching.
Overview
Winning new clients in wealth management starts with precision.Centric unifies demographic, behavioral, and financial data to help teams target the right prospects, personalize outreach, and connect them with the best-fit advisors, boosting conversion rates and client lifetime value.
Key Statistics
2–3× higher conversion when wealth teams use predictive lead scoring — Accenture Wealth Intelligence Report
25–40% lower acquisition costs through AI-driven segmentation — McKinsey Sales Benchmark
30% increase in retention with advisor-client matching — Bain Wealth Study
Firms with advanced analytics achieve 50% higher campaign ROI — Deloitte Digital Growth Index
Untargeted Outreach
Campaigns rely on static lists, missing high-value prospects.
Low Conversion Quality
Advisors spend time on unqualified or low-potential leads.
Manual Lead Routing
Lead assignment lacks automation and intelligence.
Siloed Data
Prospect, campaign, and advisor performance data are disconnected.
Inefficient Spend
Marketing budgets are wasted on channels that don’t convert.
Intensifying Competition from digital-first wealth platforms.
High Acquisition Costs with limited lead visibility and attribution.
Limited Advisor Capacity requiring smarter prioritization.
Client Expectations for personalized and relevant engagement.
Prospect Segmentation & Scoring
Predictive models rank leads by intent, fit, and conversion likelihood.
Campaign Optimization
AI identifies the best-performing channels, creatives, and timing.
Advisor Lead Routing
Automatically match prospects to advisors based on profile and success rate.
Digital Funnel Analytics
Track engagement, conversion, and ROI across campaigns in real time.
Continuous Learning
Campaign results and advisor feedback retrain models for better accuracy and targeting over time.
