In this piece, we speak to Elad Flishko, Account Executive, EMEA and NA at amplemarket. He talks about the benefits of leveraging a sophisticated sales and marketing tool for wealth managers and solution providers. He also explains how TWM LeadGen, the newly launched partnership with TWM, will raise awareness within that community of what they can do when it comes to supercharging their lead generation process and driving their business forward. Wealth managers want to reach out to potential and existing clients in a targeted and personalised way and over the right channel. To do that, they need quality data to get a holistic and meaningful view of their clients and prospects; to know whom to approach, when, and what with.

Please provide us with an overview of your solution in terms of its use and relevance for wealth managers.
Amplemarket is a platform that helps harness data to make better sales and prospecting. From lead generation to personalised multichannel outreach and smart actions, Amplemarket provides the means to build a robust system by taking all your various pipelines and data sources and aggregating them. It uses AI to get better analytics from various data sources. It also partners with dozens of different data providers in order to give you the most extensive and accurate business database in the world. 

How does the solution work in a wealth management context?
We have joined forces with TWM to help the wealth management market grow its network, find new customer bases, and discover better ways to connect to prospects and share their own added value and solutions.

Wealth managers want to reach out to potential and existing clients in a targeted and personalised way and over the right channel. To do that, they need quality data to get a holistic and meaningful view of their clients and prospects; to know whom to approach, when, and what with. They also need to be able to do this at scale so that they can deal with many clients at once and thus increase conversions and share of wallet. 

For this to happen, they need process automation and quality data to feed into the sales and prospecting process. Our service provides this and enables better connections that allow for faster relationships via efficiency and scale.

Thinking about how the wealth management sector is changing today and will continue to evolve in the future, how is the solution set up to support today and in the future?
One of the things that wealth managers lack is the ability to get close to their prospects by looking at them from various angles. Doing this effectively means harnessing different data points, both structured and unstructured, to be able to form as rounded a picture as possible. Applying analytics to that can help wealth managers understand their prospects better and, thus, have a better-quality conversation that is more likely to lead to conversion. 

Case study
Deel, a hiring and payroll platform, uses Amplemarket to personalise its messaging at scale. LinkedIn is one use of this in action; the firm uses the solution to customise how it reaches out to its lead lists, including personalising connection messages to a larger lead list. Deel estimates that the LinkedIn automation function takes on about 75% of the LinkedIn workload done manually before.

Vanta, meanwhile, a security and compliance firm, joined forces with Amplemarket to boost the sales funnel with high-quality leads based on the next-level intent data. Using the solution, Vanta now screens, identifies and enriches those looking to buy right now. This makes any approach more likely to succeed in the first place and ensures high engagement rates. 

What is next? 
We aim to cover everyone’s need, be that generic or specific, and we want to make ourselves as relevant as possible, to tailor our offering to the wealth management community, automate the sequences they need, and give them access to the data sources that they really need. For example, we see a real need for competitive intelligence and high-quality signal tracking for potential clients. In this way, we would like to serve as a secret weapon so that we know the types of leads that are likely to yield results. In addition, if we can identify where data regarding prospects is lacking, we can work to plug that gap and apply the right analytics on top so that efforts are targeted for success.