New assets generated
Sales increase
Advisor satisfaction
New sales leads
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
Ai-powered intelligence
Machine learning pattern matching
Predictive behavior analysis
Automated genomic labeling
Personalized engagement
Channel preference optimization
Message response prediction
Dynamic content adaptation
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
Business Growth
Asset Growth
New asset generation
Increased market share
Portfolio expansion
Sales performance
Sales Increase
13.2K qualified leads
65% success rate
Improved conversion
Advisor satisfaction
Approval Rating
Enhanced relevance
Improved targeting
Better engagement
