Wealth Management Systems: Needs Based Marketing

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RSN effectively channels distributions directly to your proprietary IRA offerings. RSN functions as a data warehouse, enabling you to:

•	Aggregate participant data across multiple platforms.
•	Segment participants by status code, investor profile, or life stage.
•	Further your rollover marketing initiatives.

This segmentation tool can be extremely valuable in terms of proactively promoting your services to participants to improve asset retention and increase assets under management.

RSN is also a configurable application. Enabling you to:

•	Offer multiple IRA products at once.
•	Customize IRA product offerings relative to account balances and participant profiles.
•	Implement product promotions on a timely basis.

Direct Marketing Tools

RSN can help you:

•	Aggregate data across multiple platforms.
•	Segment participants.
•	Automate marketing campaigns to drive rollover results.