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Haven Tower Group, LLC (“Haven Tower”), a strategic public relations and marketing solutions agency focused on the retail wealth management space, today announced the build-out of its digital marketing and brand strategies group with the launch of its new marketing data services platform. As part of this launch, Haven Tower also named Craig Engelman as an Associate Principal, with responsibility for leading the platform.

The new platform integrates seamlessly with the firm’s existing services, and encompasses an array of solutions designed to enable Haven Tower’s clients to best leverage data and technology to target, test, measure and optimize marketing communications programs. The platform’s services also provide opportunities for Haven Tower clients to develop, implement and spotlight one-time and regularly recurring data-rich surveys and other forms of data-driven thought leadership, on a turnkey basis, for use across media relations and paid content.

Joseph Kuo, Haven Tower’s President & Managing Partner, said, “The launch of Haven Tower’s marketing data services platform underscores our longstanding commitment to deliver an exceptionally high-touch service experience for our clients, while continuing to ladder everything we do up to our clients’ strategic business goals. This new platform takes our passion for developing client stories in compelling new ways to an entirely new level, by delivering data that both validates the narratives we craft in partnership with our clients, and can be deployed to inform the creation and implementation of key growth marketing initiatives.”

Data services can be offered on an a la carte or annual ongoing basis, and include:

  • Financial advisor and retail investor client segmentation
  • Lead generation, lead nurturing and lead scoring, as well as response modeling
  • One-time as well as recurring CRM and marketing audits
  • Support in developing customized CRM and marketing automation partnerships
  • One-time, monthly and quarterly data insights reporting
  • Subject-specific surveys that can be seamlessly utilized for media and marketing campaigns

Before joining Haven Tower, Mr. Engelman served as Head of Marketing Operations for BluCora, the technology-enabled provider of tax-smart financial solutions, and parent company of independent broker-dealers HD Vest Financial Services and 1st Global, Inc. Prior to that, Mr. Engelman was Vice President, Marketing Insights at LPL Financial, the nation’s largest independent broker-dealer and leading corporate RIA and custodian, where he consulted with sales, marketing and technology teams on lead generation strategies, marketing automation implementations, CRM integration and other enterprise-wide strategic initiatives.

Mr. Kuo concluded, “Over the past eight years, Haven Tower has established its leadership as an agency partner for the retail wealth management space, by delivering a constant level of senior expertise, together with our firmwide bias for strategies that create tangible results, to the clients we’re privileged to serve. By empowering our client companies with an enhanced level of marketing-relevant data, we are enhancing our ability to drive actionable insights that can further support the success of our clients.”


SOURCE Haven Tower Group

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