Marketing Automation

Marketing automation gives financial professionals the tools to streamline and measure workflows and marketing tasks. This enables you to increase your ROI and operational efficiency.  Firms using marketing automation increase their leads with an approximately 73% increase of conversions.

Opulent_Marketing Automation

Financial Marketing on Autopilot

Fine-tuned marketing

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.

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