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Personal Capital (now Empower)

Fidelity Investments

Top Marketing Channels

Personal Capital (now Empower)

  • Content Marketing
  • Examples: Blog posts, Whitepapers, Webinars
  • Campaigns: Retirement Readiness Series, Investment Insights, Financial Wellness Webinars
  • Digital Advertising
  • Examples: Google Ads, Social Media Ads, Display Ads
  • Campaigns: Free Financial Checkup, Wealth Management Solutions, Empower Your Retirement
  • Email Marketing
  • Examples: Newsletters, Personalized Offers, Educational Drip Campaigns
  • Campaigns: Weekly Market Updates, Retirement Planning Tips, Exclusive Offer for Financial Planning

Top Sales Channels

  • Direct Sales (Financial Advisors)
  • Personalized Financial Consultations, Account Setup Support, Portfolio Reviews
  • Complimentary Financial Consultation, Build Your Custom Portfolio, Tax-Smart Investing Strategy
  • Online Platform (Self-Service)
  • Online account sign-up, Tool usage, Robo-advisor integration
  • Get Started with Empower, Track Your Net Worth, Optimize Your Investments
  • Referral Programs
  • Refer-a-Friend Bonuses, Advisor Referrals, Partnership Referrals
  • Share the Wealth, Grow Your Network, Partner with Empower

NewRetirement.com SWOT Analysis

Strengths

Strong brand recognition

Comprehensive financial planning tools

Integrated human advisor access

Weaknesses

Higher minimum investment requirements

Potentially complex for basic users

Integration with Empower could cause confusion

Opportunities

Expand into broader financial wellness

Target younger affluent demographics

Develop specialized tools for specific life events

Threats

Competition from traditional banks

Robo-advisor market saturation

Data security concerns

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