Marketing Automation

Marketing automation provides financial professionals with the tools to streamline and measure workflows and marketing tasks. This allows you to increase your ROI and operational efficiency. Companies that use marketing automation increase their leads by about 73%.

Opulent_Marketing Automation

Financial Marketing on Autopilot

Fine-tuned marketing

Improve the way you target your company’s message to your audience with marketing automation. These processes allow you to provide a better customer experience and see an increased ROI.

Robotic or impersonal content will not help you nurture leads. We combine our compliant content marketing service with a wide range of tested techniques. These include event triggers, personalised email copy and tailored journeys that help you cover all bases when you touch base with your clients at crucial decision-making points in their path to trusting you with their finances. The use of tools such as Mailchimp and Active Campaign allows us to automate your daily tasks for efficiency – guiding your audience further down your sales funnel.

We focus on re-engaging existing prospects to attempt to encourage them to speak to a financial adviser

We monitor new inquiries to ensure that all relevant financial marketing leads are picked up

We give your productivity a boost so your business can focus on non-repetitive tasks

We look for and implement up-sell opportunities when they arise

We set up an automatic referral process. Surveys are also a great way to discover what your clients would like to see more of

We ensure that all new clients are made to feel welcome

Financial Marketing Automation Consultancy

Improving ROI and business processes requires an insight into how well your current marketing automation strategy is performing. We see what works and suggest where improvements could be made to save time and money.

Management of your database

  • This involves taking a look at all your lists and ensuring that they all comply with the GDPR legislation

  • Making sure filters know the difference between new and existing leads

  • Taking a look at how segmented your data is and how these filter settings are affecting your inbound marketing strategy

Maintenance and inclusion of the rules:

  • Ensuring that all aspects of the campaign work ahead of schedule

  • Ensure that leads are directed to the right landing pages to increase the likelihood of conversion

  • Ensure that all gated content on landing pages sends the right information they have requested

Reporting and analytics monitoring:

  • Keeping an eye on performance of all campaigns, whether it be on social media, email marketing or landing pages

  • Identifying conversion rate optimisation (CRO) opportunities

  • Reporting on the health and success rate of the strategy on a monthly basis