GITNUXREPORT 2025

Marketing In The Wealth Management Industry Statistics

Personalized, digital, and educational content drives client engagement and retention.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

Our Commitment to Accuracy

Rigorous fact-checking • Reputable sources • Regular updatesLearn more

Statistic 1

78% of wealth management firms believe that personalized marketing improves client engagement

Statistic 2

65% of clients say they are more likely to invest with firms that offer tailored content

Statistic 3

42% of clients prefer video content when researching wealth management services

Statistic 4

Firms that implement integrated marketing campaigns see a 20% higher client retention rate

Statistic 5

73% of clients are more likely to stay with a firm that provides consistent and valuable communication

Statistic 6

70% of wealth management marketing strategies incorporate AI-driven personalization

Statistic 7

44% of wealth management firms have adopted chatbots for client service

Statistic 8

85% of wealth management firms see mobile optimization as critical for client engagement

Statistic 9

48% of high-net-worth individuals find virtual events to be a convenient way to learn about financial offerings

Statistic 10

68% of firms utilize client segmentation to personalize marketing efforts

Statistic 11

55% of wealth managers believe SEO increases their client inquiries

Statistic 12

69% of clients prefer receiving tailored financial advice over generic products

Statistic 13

49% of firms believe influencer marketing leads to higher conversion rates

Statistic 14

71% of clients prefer receiving investment advice via digital channels rather than in person

Statistic 15

45% of wealthy clients engage more with firms that offer educational webinars and seminars

Statistic 16

77% of wealth managers say data analytics improves marketing targeting accuracy

Statistic 17

63% of clients find personalized marketing messages more engaging

Statistic 18

83% of wealth management clients expect consistent branding across all digital touchpoints

Statistic 19

47% of wealth managers incorporate sustainability and ESG topics into marketing content

Statistic 20

58% of wealth management firms use customer journey mapping to refine marketing strategies

Statistic 21

72% of clients prefer receiving market updates through mobile apps

Statistic 22

80% of high-net-worth individuals report that educational content influences their investment decisions

Statistic 23

60% of wealth management marketers believe influencer partnerships enhance credibility

Statistic 24

76% of millennials trust digital financial advice more than traditional advice

Statistic 25

85% of clients are influenced by online reviews and testimonials

Statistic 26

74% of high-net-worth clients prioritize transparency in marketing communications

Statistic 27

69% of clients are influenced by a firm's online presence and reviews

Statistic 28

65% of new client acquisition in wealth management is attributed to referrals supported by marketing strategies

Statistic 29

59% of wealth management marketers believe sustainability marketing improves client trust

Statistic 30

54% of wealth managers use social media to attract new clients

Statistic 31

52% of wealth managers believe content marketing generates higher ROI than traditional advertising

Statistic 32

58% of clients prefer receiving investment updates via email

Statistic 33

64% of wealth management marketers plan to invest more in video marketing

Statistic 34

62% of wealth management firms pair content marketing with webinars to generate leads

Statistic 35

84% of clients are more engaged when firms send timely and relevant content

Statistic 36

67% of wealth management firms plan to increase digital marketing budgets over the next year

Statistic 37

89% of firms track digital engagement metrics to measure marketing success

Statistic 38

81% of wealth managers use CRM systems to support marketing efforts

Statistic 39

54% of firms plan to increase their social media advertising budgets in 2024

Statistic 40

66% of firms see increased marketing effectiveness when integrating traditional and digital channels

Statistic 41

57% of wealth management firms measure marketing ROI through lead quality and conversion rates

Statistic 42

50% of firms aim to leverage AI for predictive analytics in marketing

Slide 1 of 42

Sources

Our Reports have been cited by:

Trust Badges - Publications that have cited our reports

Key Highlights

78% of wealth management firms believe that personalized marketing improves client engagement
65% of clients say they are more likely to invest with firms that offer tailored content
54% of wealth managers use social media to attract new clients
42% of clients prefer video content when researching wealth management services
80% of high-net-worth individuals report that educational content influences their investment decisions
Firms that implement integrated marketing campaigns see a 20% higher client retention rate
67% of wealth management firms plan to increase digital marketing budgets over the next year
73% of clients are more likely to stay with a firm that provides consistent and valuable communication
52% of wealth managers believe content marketing generates higher ROI than traditional advertising
89% of firms track digital engagement metrics to measure marketing success
70% of wealth management marketing strategies incorporate AI-driven personalization
58% of clients prefer receiving investment updates via email
44% of wealth management firms have adopted chatbots for client service

In an era where 78% of wealth management firms believe personalized marketing boosts client engagement and 65% of clients prefer tailored content, the industry is rapidly embracing innovative digital strategies—leveraging social media, AI, and video content—to revolutionize client relationships and drive growth.

Client Engagement and Preferences

78% of wealth management firms believe that personalized marketing improves client engagement
65% of clients say they are more likely to invest with firms that offer tailored content
42% of clients prefer video content when researching wealth management services
Firms that implement integrated marketing campaigns see a 20% higher client retention rate
73% of clients are more likely to stay with a firm that provides consistent and valuable communication
70% of wealth management marketing strategies incorporate AI-driven personalization
44% of wealth management firms have adopted chatbots for client service
85% of wealth management firms see mobile optimization as critical for client engagement
48% of high-net-worth individuals find virtual events to be a convenient way to learn about financial offerings
68% of firms utilize client segmentation to personalize marketing efforts
55% of wealth managers believe SEO increases their client inquiries
69% of clients prefer receiving tailored financial advice over generic products
49% of firms believe influencer marketing leads to higher conversion rates
71% of clients prefer receiving investment advice via digital channels rather than in person
45% of wealthy clients engage more with firms that offer educational webinars and seminars
77% of wealth managers say data analytics improves marketing targeting accuracy
63% of clients find personalized marketing messages more engaging
83% of wealth management clients expect consistent branding across all digital touchpoints
47% of wealth managers incorporate sustainability and ESG topics into marketing content
58% of wealth management firms use customer journey mapping to refine marketing strategies
72% of clients prefer receiving market updates through mobile apps

Client Engagement and Preferences Interpretation

In an industry where trust and personalization reign supreme, wealth management firms embracing AI, seamless digital experiences, and tailored content—especially through video and webinars—are winning clients' hearts and retention rates, proving that in the race for wealth, being both smart and strategic isn't just advisable—it's essential.

Client Trust and Influences

80% of high-net-worth individuals report that educational content influences their investment decisions
60% of wealth management marketers believe influencer partnerships enhance credibility
76% of millennials trust digital financial advice more than traditional advice
85% of clients are influenced by online reviews and testimonials
74% of high-net-worth clients prioritize transparency in marketing communications
69% of clients are influenced by a firm's online presence and reviews
65% of new client acquisition in wealth management is attributed to referrals supported by marketing strategies
59% of wealth management marketers believe sustainability marketing improves client trust

Client Trust and Influences Interpretation

In an industry where trust is currency, wealth managers must leverage transparency, online reputation, and influencer partnerships—especially among Millennials—to turn digital content and reviews into the golden tickets for new high-net-worth clients.

Content Marketing and Communication Channels

54% of wealth managers use social media to attract new clients
52% of wealth managers believe content marketing generates higher ROI than traditional advertising
58% of clients prefer receiving investment updates via email
64% of wealth management marketers plan to invest more in video marketing
62% of wealth management firms pair content marketing with webinars to generate leads
84% of clients are more engaged when firms send timely and relevant content

Content Marketing and Communication Channels Interpretation

In an industry where trust is currency, wealth managers are increasingly harnessing social media, video, and targeted content strategies—especially through timely, relevant updates—to turn digital engagement into tangible client growth, highlighting that in modern wealth management, content is not just king, but the kingdom.

Digital Marketing Strategies and Technologies

67% of wealth management firms plan to increase digital marketing budgets over the next year
89% of firms track digital engagement metrics to measure marketing success
81% of wealth managers use CRM systems to support marketing efforts
54% of firms plan to increase their social media advertising budgets in 2024
66% of firms see increased marketing effectiveness when integrating traditional and digital channels

Digital Marketing Strategies and Technologies Interpretation

As wealth management firms double down on digital, with most tracking metrics and harnessing CRM and social media, it's clear that blending the old and new isn't just a strategy—it's the blueprint for staying profitable in a rapidly evolving landscape.

Firm Strategies and Performance Metrics

57% of wealth management firms measure marketing ROI through lead quality and conversion rates
50% of firms aim to leverage AI for predictive analytics in marketing

Firm Strategies and Performance Metrics Interpretation

While over half of wealth management firms prioritize lead quality and conversion rates to gauge marketing success, the ambitious half eyeing AI for predictive analytics signals a strategic shift towards smarter, data-driven client acquisition—proving that in this industry, the future truly belongs to those who harness intelligence.