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Case Study: Idio Works Magic for Top 50 Firm

January 21, 2019    |     Idio

Advantage Business Marketing works with a number of partners to make the Platform and other marketing services possible. From time to time, we like to tip our hat to the hard work that our partners have done, as it showcases the background behind Advantage's own powerhouse services. Today's post is a thumbs-up from Advantage to our partners at Idio on their case study with a Top 50 Asset Management Firm. 

A leading North American asset manager provides financial services and advice to institutional, RIA, intermediary and high net worth investors. The firm’s investment staff comprises of over 15 teams that operate across five countries and collectively manage over $230B in assets.

As a key part of its marketing program, the firm publishes regular research around equity, fixed income, alternatives and multi-asset investment strategies to drive client engagement and differentiate their offerings in the market.

However, the volume and topic breadth of content and the resources required to maintain business rules across its numerous web properties made it impossible to provide an individually personalized and relevant digital experience for every web visitor and logged-in client.

The asset manager chose Idio because it needed an automated, AI-driven solution that would enable the organization to personalize web and email experiences at scale, without extra manual effort.

Download this case study to see how Idio:

1: Increased engagement with articles and research across all web properties
2: Accelerated the journey from content engagement to fund page conversion
3: Enabled greater understanding of anonymous web visitors and logged-in clients

Download the Case Study

About Idio

Idio makes buyer-centric marketing possible for global B2B enterprises. Idio’s Demand Orchestration platform uses Content Intelligence to predict the interests of every individual, and automatically deliver relevant 1:1 experiences across digital channels. Global leaders including Intel, Fitch Ratings, and AllianceBernstein trust Idio’s AI to maximize buyer engagement and pipeline, whilst handling marketing complexity.


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