ReachStack announced that they have been selected by MD Financial Management Inc. (MD) to enable MD’s next generation of personalized client communication, engagement & growth initiatives.

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MD, a recognized leader in data driven client communication and content marketing within the Wealth Management industry, has partnered with ReachStack to accelerate the use of information provided by clients on their interests and needs, to efficiently deliver more frequent personalized interactions between their advisors and clients.

By leveraging ReachStack’s next generation content tracking, analysis and automated delivery platform within their highly successful content and client communication program, MD will be able to efficiently scale the business impact they see from using personalized communication and service experiences to increase client engagement, satisfaction and referrals for their advisors.

“We are proud of the impact our content programs are having with our clients and advisors. As we evolve our program to deliver even more personalized and impactful content to each client based on their unique needs and interests, ReachStack’s client profiling, content matching and automation capabilities will play a key role in our success.” ~ Shawna Dennis, VP, Marketing & Communications, MD Financial Management

“Shawna and her team are innovative thinkers and pioneers in the use of data to optimize the business impact of their content and communication investments. We are excited to collaborate with her team on this initiative.” ~ Brendan Kenalty, CMO & Partner, ReachStack.

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