For any vendor serving or targeting the wealth management sector, The Wealth Mosaic (TWM) is a focused channel to market with a dedicated platform and resources to enhance your positioning, reach, and engagement across the entire sector or a part of it. Regardless of size or focus, we work with vendors in different ways to support their needs whether they be exposure, positioning, market entry, amplification or more. Our model is highly flexible.
However you choose to work with us, the foundation of our offer is Membership. This is formed around feature-level business and solution profiles that we build for firms within our website and Solution Provider Directory (SPD). Functioning like a microsite to showcase your business and offering to the wealth management sector, Membership offers you an ‘always-on, 365-day-a-year’ presence in front of a global user base of all forms of wealth management firms, consultants, investors, and more.
Membership is available in three tiers:
- SPD Entry
- SPD Live
- SPD Amplify
Regardless of tier, Membership has a standard set of features. These are:
- Feature-level profiles: Benefit from comprehensive profiles for your business and selected solutions (with other profiles in the site remaining at the free level). These allow you to inform our users in detail about your business and individual offerings.
- Content: Publish market-relevant thought leadership, marketing, product and other content on our site and through our channels. We can host news and PR, articles, blogs and interviews, podcasts, webinars and videos, whitepapers and thought leadership, product factsheets, presentations, and so on.
- Tagging and prioritisation: We tag your business and solution profiles (free and paid) to the relevant business need categories within our SPD. Feature-level solution profiles are then prioritised at the top of these categories to increase their engagement by our users.
- Analytics and leads: A quarterly analytics dashboard detailing your page's performance over the period, with real-time lead information whenever a user lands on your profile or content across our site. The more content, the more chance of engagement.
- Management: Access to our team to update and develop your profiles, post content to our site, understand your analytics, and develop more ways to work with us.
- TWM discounts: Membership also gives you discounts on our range of products and services, should they be relevant to your needs. The discount is sometimes dependent on your Membership tier, sometimes the same regardless of your Membership tier.
- Access: Members get priority access to our projects, opportunities and insights. We know our Members better than many other firms so naturally refer them when we can.
Beyond features, Membership also opens up a clear set of benefits:
- Accessibility: Your business and solution profiles and your content are easily accessible within our website and SPD.
- Comprehensive: Your presence offers a comprehensive view into your business, solutions, content and insight of relevance to the wealth management marketplace.
- Positioning: Our taxonomy allows you to position your solution profiles and content to the most relevant areas of our site.
- Always-on: Your comprehensive profiles on TWM are ‘always-on’ and accessible to our user base 365 days a year.
Membership is a comprehensive and extremely cost-efficient offering to support your needs in positioning, reaching and engaging the wealth management community. Working alongside your other marketing and business development tactics, Membership is a complimentary offering to help you achieve your overall goals, working as a flexible and supportive partner.
Looking ahead: activities in January 2025
Looking ahead to 2025, we are pleased to announce several events that will bring our community together to share ideas, learn from each other, and connect. In January, we will host multiple events, including the UK WealthTech Vendor Forum on January 16th, the US WealthTech Vendor Forum on January 22nd, and the AI Toolkit Roadshow in New York, also on January 22nd. These events aim to facilitate connections among industry professionals and showcase the latest advancements within the sector.
We also anticipate the publication of our AI Toolkit 2025 report, set to be published in Q1. This report will provide valuable insights into the application of AI within wealth management, equipping professionals with the knowledge needed to leverage emerging AI-related technologies.
Discover our Media Kit for 2025
As we prepare for another year of development, we invite you to explore our 2025 Media Kit, a comprehensive resource that outlines TWM's extensive suite of offerings. We encourage everyone to join our vibrant network, as your engagement is key to driving the wealth management industry forward.
