In wealth management, scalable marketing isn’t just about getting content out the door—it’s about equipping advisors to engage with confidence while staying compliant, consistent, and on brand.
Today, success means more than producing materials. It requires a clear strategy to centralize control, accelerate field execution, and optimize for measurable impact. That’s where The Marek Group comes in.
Advisors need highly personalized content to close deals—but without streamlined access, they’re often stuck waiting on marketing or improvising non-compliant materials. That comes at a cost:
48% of buyers say false or irrelevant content instantly kills deals (MailShake)
60%+ of advisor time is lost to non-selling tasks (SalesForce)
25% of content spend is wasted due to operational inefficiencies (MarTech)
To solve for this, marketing leaders need a strategy that balances customization, compliance, and scalability.
To drive growth without adding risk or overhead, wealth management firms should focus on these four strategic pillars:
1. Centralize Content Access and Control
Use a single platform to store, manage, and distribute brand-approved, pre-compliant content—eliminating guesswork and rogue creation.
2. Automate Customization with Guardrails
Let advisors tailor messaging using pre-approved templates that preserve compliance by product line, geography, and brand standards.
3. Close the Feedback Loop
Implement feedback tools and performance tracking to see what’s being used, what’s working, and where to optimize.
4. Align Sales, Marketing, and Compliance
Standardize cross-functional workflows and approvals in one shared system, creating efficiency and accountability across the organization.
We don’t just provide software—we deliver a full-service marketing engine for wealth management firms.
Key Capabilities Include:
Triptych Enablement Platform: On-demand access to compliant, customizable assets
Secure Print & Direct Mail: Personalized, data-driven materials produced with SOC 2 security and G7-certified quality
Regulatory-Compliant Branding & Incentives: Co-branded content and promotional programs that meet financial guidelines
Fulfillment & Kitting Services: Streamlined logistics and inventory control to reduce waste and ensure speed
Content Intelligence: Real-time analytics to inform smarter campaign planning and resource allocation
A leading financial institution using Marek + Triptych solutions achieved:
2,380 active users and growing across their advisor network
6,200+ personalized materials generated annually
4,600 hours saved in marketing support per year
2.5 full-time employees (FTEs) worth of effort saved through content automation
100s of compliance updates executed without disruption
26% platform user growth over the last two years
This is what scalable growth looks like when execution, compliance, and technology align.
You need to support advisors, protect your brand, and drive measurable results—all without adding operational drag.
Let’s build a marketing strategy that delivers on every front.
Explore our marketing execution services here.