Digital engagement program

"There is an immediate need to transform marketing activities, create a robust digital engagement framework and ensure that customer experience comes above all else."

Client challenge

For any organization in the business of selling products to a large base of customers, identifying the right set of targets to engage, understanding the nuances of digital interactions and identifying pockets of opportunities based on customer segments and geographies has always been a challenge.

This challenge is even more pronounced in the ever evolving asset management industry. There is an immediate need to transform marketing activities, create a robust digital engagement framework and ensure that customer experience comes above all else. Digital engagement programs have to be implemented with considerations for various factors like availability of technology, data and marketing/sales expertise.

EXL worked closely with a leading asset manager, over the last 4 years, to develop a robust program with the objectives of expanding the client’s customer base to different segments and geographies and creating focused target bases to drive net positive fund inflows.

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