Alex Cavalieri, the co-founder and former head of technique at Advisor I/O (previously Seven Group), has left the monetary advisor advertising platform to affix CAIS, as director of promoting operations.
Cavalieri is finest identified for constructing Seven Group, the advertising, follow administration and content material platform, which launched in 2020. The corporate was acquired by CION Investments Group, an alternate funding options platform, in July 2022, and rebranded as Advisor I/O. He was additionally the host of the favored “Advisor Lab” podcast.
In his new function at CAIS, Cavalieri will oversee content material, digital and challenge administration, reporting on to Abby Salameh, who was brought on last November as CMO. He’ll be serving to Salameh construct on the work she and her workforce have accomplished during the last yr.
“We had very robust alignment in a short time because it pertains to what she foresees is the imaginative and prescient of not solely the advertising group, however the CAIS model and the place the platform goes,” Cavalieri stated. “I’m going to assist construct out what we’re doing from a content material and digital perspective—scaling out our processes, from a expertise standpoint, automation standpoint after which additionally how we’re constructing out our content material ecosystem.”
One in all his duties is to construct on the digital engagement of CAIS’s instructional platform, CAIS IQ, which helps advisors put together to speak to shoppers about options.
“You have a look at the alts house—to the top investor it’s nonetheless is pretty new from a mass viewers standpoint, relative to the market and each different asset class,” he stated.
He’ll even be engaged on how the advertising group can higher make the most of knowledge that’s feeding into completely different elements of the corporate.
“There are a number of knowledge initiatives that we’ve recognized and that we will begin to sort out, and that’s every part out of your conventional dashboarding of promoting actions and various things like that and in addition to actually understanding how we will proceed to evolve our knowledge throughout the agency and the way it’s being checked out and analyzed,” he stated. “After which the opposite a part of that’s actually determining areas of optimization throughout automation from advisor communications to inside communications and in addition ensuring that we’re capable of present as a lot of a personalised expertise as we will to the advisor.”
The CAIS platform has been rising rapidly within the final couple of years, and lately expanded its relationships with massive enterprises, equivalent to Advisor Group and Focus Financial Partners. In April, the corporate introduced a $100 million continuation of a January funding spherical that noticed the corporate valued at more than $1 billion. The $100 million funding got here from Reverence Capital Companions, which gave it a seat on CAIS’ board of administrators, crammed by Milton Berlinski, managing companion at Reverence.