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%.
Financial Marketing on Autopilot
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.
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