A planned approach to distributing tailored electronic messages to prospects and clients by investment professionals. For example, disseminating market updates, performance reports, or invitations to exclusive webinars to a segmented list of investors.
Effective digital communication is vital for client acquisition, relationship maintenance, and reinforcing brand authority in the financial sector. Historically, investment firms relied on in-person meetings and printed materials. Modern channels afford more frequent, personalized, and cost-effective engagement.
