Eloqua Asset Management

I'm a Marketer in Asset Management. How can I…

Improve loyalty with my financial advisors and institutional clients?

1. Expand business beyond core client accounts.
2. Establish trust with advisors through delivery of timely, targeted and relevant information.
3. Maximize outreach by automating digital marketing processes.

Eloqua Asset Management increases engagement, long-term loyalty, and business through the delivery of product, industry, and competitive data tailored to client needs.

"A lot has changed since we implemented Eloqua. We've gone from using manual processes on a variety of antiquated systems to supporting customers with targeted, consistent and relevant information across a variety of channels."

- Cameron Malcolm, Director of eMarketing, AGF

Case study: Learn how AGF optimized their marketing processes, branding,
and customer communications using Eloqua.

Learn how to engage your clients with targeted and relevant campaigns.

Satisfy compliance requirements?

1. A copy of every communication is saved and archived for audit purposes.
2. All email communications are sent via branded Internet Protocols (IPs).
3. Centralized audit trail enables reporting of ‘who, what, when’.

Eloqua Asset Management complies with SEC regulations by providing the necessary tools and infrastructure. Enjoy the freedom to develop and nurture your client community without the worry of compliance bottlenecks.

 Learn how Eloqua supports compliance requirements.

Enable wholesalers and institutional sales to reach beyond their core set of accounts?

1. Target clients with automated, personalized communications.
2. Provide wholesalers with effective pre-approved content and standard templates.
3. Track the effectiveness of campaigns.

Market directly to decision makers and enhance relationships with fund managers and their consultants. Eloqua Engage gives wholesalers and institutional sales the ability to send targeted, trackable campaigns from their iPad or the web, using pre-approved content and maintaining compliant communications.

Eloqua Engage for iPad
Make it easy for your wholesalers to connect with Advisors.

Launch a program quickly?

Eloqua Asset Management includes a gallery of prebuilt best practice templates especially catered to your needs. These templates accelerate the time to campaign launch with a wide variety of executable, user customizable starting points.

Our key templates include:

• Meet your Wholesaler
• Advisor Newsletter
• Advisor Ramp Up – Education Series
• Advisor Book of Business Series
• Trends & Market Updates

We have provided basic templates that have layout and formatting arranged. All you have to do is insert your own images, logos, and copy. In addition, we have provided example emails for all touches in the template, providing you with “live” content meant to help you brainstorm your copy.

Email Template
Our templates are developed from best practices

Video: Eloqua for Asset Management

eBook: Spotlight on Asset Management: A New World of Opportunities

Product Datasheet: Eloqua Asset Management