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Insurance and Wealth Management Marketing Solutions

Personalized experiences for the most personal buying choices
800 +
Employees working with insurance and wealth management clients
700 M
Data records provided to clients for direct mail and email acquisition annually
23 B
Database records processed annually

Your customer’s expectations are as high as they’ve ever been. They expect the seamless, highly personalized experiences now commonplace in the retail and tech sectors everywhere they go. They crave a deep connection to the brands with which they have chosen to interact.

Most importantly in the insurance and wealth management space, they need to have confidence in the companies with which they are engaging. After all, they’re trusting you with their money, treasures – their very lives and livelihoods.

Only with a modern marketing strategy – one driven by industry best practices and supported by a full suite of data, tools, and tech – can insurance and wealth management marketers simultaneously stave off competition from upstarts and deliver on the promise of reaching consumers on a truly individual level.

Whether you are:

  • In the life insurance marketplace and trying to stem waning interest in your product
  • In property and casualty insurance, where increased speed and the ability to personalize are essential to compete
  • In wealth management, where clients expect a more digital experience
  • Or in B2B, where recruiting and supporting the best agents and advisors remains critically important

Your challenges aren’t merely theoretical to us. We’ve got decades of experience in each area of the industry, and we’re ready to work closely with you to understand your customers and your specific circumstances to craft solutions that will help you compete.

Our Clients

The efficiency and efficacy involved in distribution of leads to various call centre agents and calling these leads in appropriate manner is important for the success of lead conversion. Major developments, for instance, lead assignment to avoid language barrier and follow up mechanism have aided in Call Connect. Productivity graph of call centre agent’s haven shown a positive trajectory and the martech stack has been able to keep them on their toes. We are working on future developments with the team at Merkle Sokrati, it’s only getting better.
Vidyadhar Sawant, SVP & Chief - Emerging Business, SBI Life Insurance

Our Team

Chief Business Officer - Media
SVP - Client Operations, Merkle Sokrati
VP - Client Operations