Case 01
Category ownership
An AI planning platform sponsors the WealthTech & AI section for twelve months, with monthly editorial, two webinars and a quarterly research drop.
WealthTech & AI Adoption
From awareness to adoption — engineered for the advisory firm.
MAA's AI platform is a structured adoption campaign, not an ad buy. It is designed to move advisors through the awareness, understanding, trust and action stages of evaluating new technology — across editorial, research, video, webinars and direct enablement.
The Challenge
Advisors are interested in AI — and exhausted by AI marketing.
Most firms are still trying to translate impressive product demos into advisor-relevant adoption stories. Generic ad campaigns reach the wrong people, at the wrong moment, with the wrong message — and waste budget on advisors who were never going to switch in the first place.
The MAA Solution
An adoption funnel built for serious WealthTech businesses.
We combine founder interviews, product spotlights, advisor success stories, sentiment research, special reports, Future Proof activity, segmented distribution and sales-enablement assets into one connected programme — so partners reach the right firms at the right moment with the right evidence.
Why It Works
A platform built for influence, not impressions.
- 01
Editorial framing turns product features into advisor outcomes.
- 02
Sentiment research surfaces objections before sales teams hit them.
- 03
Webinars and podcasts build trust with senior decision-makers.
- 04
Case studies are sourced and produced by MAA's own editorial team.
- 05
Distribution is segmented by firm type, AUM band and seniority.
- 06
Outputs are reusable as sales enablement long after the campaign ends.
What Is Included
A complete commercial programme.
Every element is designed to compound. Editorial, distribution, intelligence and follow-up work together as one integrated campaign.
- Founder and CEO interview features (long-form editorial + film)
- Product narrative articles, explainers and adoption guides
- Independent advisor sentiment research with PlayVerto
- Themed special report or bookazine chapter sponsorship
- Premium webinar with editorial moderation and follow-up
- Podcast interview placement and companion content
- Newsletter and segmented email distribution
- Future Proof event activity where relevant
- Branded sales-enablement assets and landing pages
Best For
Who this is built for.
- — AI-native WealthTech, automation and workflow businesses
- — CRM, planning, data and client engagement platforms
- — Compliance and risk technology vendors
- — Custodians and platforms adding AI capability
- — Established WealthTech firms launching new modules
Commercial Outcomes
What partners take away.
- — Qualified advisor and firm-level engagement at adoption moments
- — Independent research evidence to anchor sales conversations
- — Branded thought leadership that survives the campaign window
- — A measurable funnel from awareness through to demo bookings
Example Use Cases
How partners are using this in practice.
Case 02
Launch campaign
A CRM vendor launches a new AI module with a founder interview film, sentiment research, webinar and segmented email programme to 25,000 RIA decision-makers.
Case 03
Sales enablement engine
An automation vendor commissions ten advisor case studies and three special-report chapters as a year-long enablement library for its sales team.
Investment
By proposal.
Every partnership is shaped around your commercial objective, audience, message and timing. We will return a costed proposal within five working days of an initial conversation.