Financial Marketing on Autopilot
Improve how you target your firms message to your audience with marketing automation. These processes will allow you to provide a better customer experience and see an increased ROI.
Robotic or un-personal content will not help you to nurture leads. We combine our compliant content marketing service and a variety of tested techniques. These include event triggers, personalised email copy and tailored journeys, which help you to cover all bases when it comes to touching base with your clients at crucial decision points in their path to trusting you with their finances. Using tools such as Mailchimp and Active Campaign allows us to automate your day-to-day 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