Wealth Management Systems: Targeted Participant Marketing

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Because RSN is linked to multiple recordkeeping platforms, it functions as a data warehouse, putting participant profile information at your fingertips. This functionality enables advisors to:

• Aggregate participant data across multiple platforms.
• Segment participants by investor profile.

This segmentation feature allows you to focus your attention on key rollover candidates while still providing rollover services to your extended participant base through RSN’s web and call center applications. And when a participant opens an IRA account through RSN, your are maintained as the advisor of record and WMSI notifies you regarding all new IRA account openings via email.

RSN is also a configurable application meaning you have the flexibility to:

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

We can address your questions or schedule a program review.

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908.333.4089

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