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What We Do

CRM Configuration

A database of contact information alone is not very useful and does not empower your firm. To get the most out of your CRM, you have to think like a programmer, a marketer, a salesperson and a manager…of a financial services organization.

CRM Configuration & Integration Services include:

  • Data migration/CRM synchronization
  • Database property customization based on business needs
  • Contact segmentation, communication parameters, compliance needs
  • User provisioning, permissioning and onboarding
  • Sales funnel creation, lifecycle stage criteria, dynamic lead scoring
  • Customized automation to streamline manual CRM processes
  • User training and support

Marketing Strategy

Marketing is not about blasting out a product fact sheet and seeing who clicks. It is about defining and targeting the right audience, with the right message, and shepherding them along the “Buyer’s Journey”.

We do that for you.

Marketing Campaign Development & Execution Services include:

  • Overall campaign strategy, design, implementation, integration and analytics
  • Campaign asset creation and distribution: Email/social promotion, landing pages and digital content
  • Lead capture and qualification: Calls-to-action, form integration, lead scoring and automated workflows
  • Lead nurturing: CRM segmentation, lead scoring, automated follow-ups and lead assignment
  • Campaign analytics, testing and refinement
  • User training and support

Content Creation

Most asset managers either 1) have a lot to say, but don’t know how to say it, or 2) say a lot, but have no idea if anyone is listening. We help clients find their voices, gain the knowledge that they’re being heard and harness the technology to make it all matter.

Thought Leadership Development & Implementation Services include:

  • Overall content strategy, design, implementation, integration and analytics
  • Blog/Insights/Commentary/News idea generation, publishing and distribution
  • Social Media use within compliance requirements
  • Engagement tracking, scoring, bench-marking and conversion sourcing
  • Lead capture and qualification: Calls-to-action, form integration, lead scoring and automated workflows
  • Lead nurturing: CRM segmentation, lead scoring, automated follow-ups
  • Content analytics, testing and refinement
  • User training and support

Lead Generation

One of the unique aspects of the asset management industry is that 99% of buyers of all investment-related products represent a defined universe of Financial Intermediaries: Advisors, Brokers, Consultants, Family Offices, Pension Funds, Endowments, Foundations and other Institutions.

We enable clients to use current and/or incremental data sources to quantitatively and systematically qualify leads based on their content engagement and progression through the Buyer’s Journey.

Lead Generation & Qualification Services include:

  • Assessment of current lead sources
  • Identification and evaluation of additional lead sources
  • Lead capture and qualification: Calls-to-action, form integration, lead scoring and automated workflows
  • Lead nurturing: CRM segmentation, lead scoring, automated follow-ups
  • Contact source analytics, testing and refinement
  • User training and support

Sales Enablement

Whether you are a large organization with a national/regional sales force that sells into distinct territories and/or product lines, or you are a small shop looking to scale via technology instead of staff – we can enable your team(s) to work smarter, not harder and do more with less.

Sales Process Automation & Optimization Services include:

  • Assessment of current sales process and personnel
  • Sales funnel creation, lifecycle stage criteria, dynamic lead scoring
  • Customized automation to streamline manual sales processes – email automation sequences
  • Deal pipeline creation, criteria, stage progression and process automation
  • Sales team tracking, scoring, bench-marking and conversion sourcing
  • Lead capture and qualification: Calls-to-action, form integration, lead scoring and automated workflows
  • Lead nurturing: CRM segmentation, lead scoring, automated follow-ups
  • User training and support