Janney case study

Read how Janney drove a 100% increase in advisor texting with its compliant digital marketing hub
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In 2014, Janney’s Financial Advisors had too much disparate software on their desktop, including various programs each for a different task.

A new approach was needed. Janney’s Marketing team landed on the idea of an integrated digital marketing hub: a single, unified place for their Financial Advisors to focus on their client engagement efforts.

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