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Case Study

Engage, Retain & Grow: 
How Customer Genomics helped Franklin Templeton Investments generate $600m in new assets
Engage, Retain & Grow: 
How Customer Genomics helped Franklin Templeton Investments generate $600m in new assets
One of Franklin Templeton Investments' (FTI) chief goals is to increase their overall market share in an industry that is rapidly evolving.  To achieve this, one of the problems they defined was, "How do we better understand the behaviors, preferences, and needs of our Financial advisors (FA) on a more personal level?"

 

" Fractal is a great partner that has helped us advanceour analytics practice.They contributed a level ofexperience and expertise that allowed us to move much more quickly than wewould have been able to do on our own. "

— Jennifer Ball, SVP Global
Product Marketing & Insights,
Franklin Templeton Investments

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About Fractal Analytics :
Fractal Analytics is a strategic analytics partner to the most admired Fortune 500 companies globally and helps them power every human decision in the enterprise by bringing analytics and AI to the decision. Fractal Analytics has more than 1000 people across 12 global locations including the United States, UK and India and has been named a “Cool Vendor in Analytics” and a "Vendor to watch" by Gartner. Learn more about us at:  www.fractalanalytics.com
 
 

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" Fractal is a great partner that has helped us advance our analytics practice. They contributed a level of experience and expertise that allowed us to move much more quickly than we would have been able to do on our own. "

— Jennifer Ball, SVP Global
Product Marketing & Insights,
Franklin Templeton Investments

About Customer Genomics 

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Customer Genomics drives deep understanding of customer behavior, needs, context and channel preference from their day to day transactions and interaction ‘footprints’. It derives customer preferences, traits and behavioral attributes from the most granular data available about customers. A combination of this information can be analyzed to better profile the customers and optimize marketing campaigns.  

The challenge

The results

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The solution

To better serve the needs of its financial advisors, FTI partnered with Fractal Analytics to deeply understand its financial advisors. Through a combination of machine learning and pattern matching algorithms, Fractal created a set of personalized ‘FA genomic labels' that enabled FTI to build hyper contextual and personalized interactions by delivering the right message through the right channel at the right time.

 

 

 

One of Franklin Templeton Investments (FTI) chief goals is to increase their overall market share in an industry that is rapidly evolving.  To achieve this, one of the problems they defined was, "How do we better understand the behaviors, preferences, and needs of our Financial advisors (FA) on a more personal level?"
 

 

To better serve the needs of its financial advisors, FTI partnered with Fractal Analytics to deeply understand its financial advisors. Through a combination of machine learning and pattern matching algorithms, Fractal created a set of personalized ‘FA genomic labels' that enabled FTI to build hyper contextual and personalized interactions by delivering the right message through the right channel at the right time.
 

 

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