RIA Re-Engagement email Journey

I designed a four-email re-engagement journey for Registered Investment Advisors who had been unengaged with the firm for over two years. The objective was to re-establish connection through value-driven, non-sales outreach. Sent over a 28-day period, the journey acknowledged existing product ownership, introduced the newly launched RIA Exchange resource hub, enabled preference-based subscription, and closed with a soft, outlook-style touch. A key component was the RIA Exchange feedback feature on the website, which captured advisor input on missing content and future needs, creating two-way engagement.

IS experience on the RIA Exchange Page

Email 2 of the journey announces the newly launched RIA exchange webpage. It provides an opportunity to click and visit the webpage specially created for them. This experience (on the bottom right corner) captures feedback from RIAs regarding the content that is missing and they would like to see of.