Ep 256: Wealthsimple, Harry Hothi - Marketing wealth tech in a downturn
DTC Podcast · with Harry Hothi · November 21, 2022 · 32 min
Summary
In a challenging economic climate, Wealthsimple's Harry Hothi shares how to navigate marketing wealth tech by focusing on clear messaging, comprehensive onboarding, and continuous client education. This episode offers essential insights into building trust and increasing LTV for complex financial products, even amidst market volatility. Ecommerce operators can apply these strategies to drive engagement and retention for high-consideration products.
Key takeaways
Develop multi-touch marketing campaigns that prioritize education to onboard new clients and increase engagement, particularly for complex products like crypto trading.
Craft clear, trustworthy messaging that resonates with consumers during economic downturns, emphasizing stability and long-term value in financial services.
Implement robust customer education programs to improve LTV by helping users understand product features and benefits, which is crucial for client retention.
Adapt growth strategies to address market upheaval by identifying new opportunities and refining messaging to align with changing consumer sentiments.
Focus on product marketing's role in driving adoption and engagement for investment platforms, building credibility and differentiating your offering.
Subscribe to DTC Newsletter - https://dtcnews.link/signup Hello and welcome to DTC Podcast I’m Eric Dyck
Today we’re transacting with Harry Hothi, Senior Product Marketing Manager at Wealthsimple, one of Canada’s largest and fastest growing investment management software tools with over $18B in funds under management.
Harry’s job is to onboard and educate new clients, introducing them to products like crypto trading, and more, to increase engagement and improve LTV.
With the bear market in full swing we’ll talk about the biggest risks and opportunities for products like Wealthsimple, including multi-touch marketing for high education products Finding the messaging that resonates with financial services brands Growth strategy in times of upheaval…. Batten down the hatches and on with the show…. Subscribe to DTC Newsletter - https://dtcnews.link/signup
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Develop multi-touch marketing campaigns that prioritize education to onboard new clients and increase engagement, particularly for complex products like crypto trading.
What does this episode say about customer retention?
Craft clear, trustworthy messaging that resonates with consumers during economic downturns, emphasizing stability and long-term value in financial services.
What does this episode say about brand & content?
Implement robust customer education programs to improve LTV by helping users understand product features and benefits, which is crucial for client retention.
What does this episode say about dtc strategy?
Adapt growth strategies to address market upheaval by identifying new opportunities and refining messaging to align with changing consumer sentiments.
What does this episode say about dtc strategy?
Focus on product marketing's role in driving adoption and engagement for investment platforms, building credibility and differentiating your offering.
