$600M
New assets generated
26%
Sales increase
82%
Advisor satisfaction
13.2K
New sales leads
The challenge
Evolving market dynamics
Franklin templeton investments faced increasing competition in an industry rapidly evolving with new products, fee-based models, and the emergence of robo-advisors. They needed to transform how they engaged with financial advisors (FAs) in an omni-channel world.
Key challenges
Understanding advisor behaviors and preferences at scale
Delivering personalized communications across channels
Growing market share in competitive landscape
Maximizing value of digital interactions
The solution
Advisor genomics framework
Ai-powered intelligence
Machine learning pattern matching
Predictive behavior analysis
Automated genomic labeling
Personalized engagement
Channel preference optimization
Message response prediction
Dynamic content adaptation
Implementation approach
1
Data integration
Multi-channel data collection
Genomic marker development
Behavioral pattern analysis
2
Model development
AI algorithm training
Pattern matching refinement
Prediction validation
3
Engagement optimization
Channel strategy deployment
Content personalization
Performance monitoring
The impact
Delivering a single source of truth for strategic decisions
Business Growth
$600M
Asset Growth
New asset generation
Increased market share
Portfolio expansion
Sales performance
26%
Sales Increase
13.2K qualified leads
65% success rate
Improved conversion
Advisor satisfaction
High
Approval Rating
Enhanced relevance
Improved targeting
Better engagement
