Case Study: Envestnet Social Media Strategy

Eager to learn how Envestnet is doing in regards to social media marketing? Ambassify has created a report covering the unique aspect points and improvements for Envestnet.

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Envestnet is a leading provider of integrated wealth management solutions, serving clients across the United States, Canada, and the United Kingdom. With its headquarters in Chicago, Illinois, Envestnet aims to address the needs of financial advisors and institutions in managing wealth, providing a range of technology-enabled services and solutions.

Before: The Challenges of Social Media Marketing

In terms of its social media marketing strategy, Envestnet has successfully leveraged various platforms to engage with its target audience. One notable aspect of their approach is the consistent delivery of valuable and educational content. Through their social media channels, Envestnet shares insightful articles, market trends, and thought leadership pieces, offering practical advice and helping their clients stay informed.

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After: Envestnet's Successful Social Media Strategy

Moreover, Envestnet actively encourages interaction and engagement with their audience. They respond to comments and queries promptly, fostering a sense of community and trust. This transparency and willingness to engage with their followers create a positive brand image and establish Envestnet as a reliable and approachable resource for wealth management.


While Envestnet has implemented an effective social media marketing strategy, there is room for improvement. Firstly, they can enhance their visual content by incorporating more infographics, images, and videos. These visual elements attract attention and increase the likelihood of content being shared, thus expanding their reach and visibility.

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How KBC increases social media engagement

Learn how KBC - one of Belgium’s biggest banks - leveraged their employees to achieve stellar social media marketing results.

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