Maximize Your Financial Firm’s Growth with Targeted Marketing Solutions
Strengthen client relationships and expand your financial firm with Marketing Assistant, your always-on marketing specialist.
Customized client outreach & financial updates
Forge stronger client bonds with targeted communications and timely financial insights.
Marketing Assistant enables precise client outreach, delivering customized financial updates and investment news that matter most to your clients. This targeted communication strategy not only keeps clients informed but also demonstrates your firm’s proactive approach to their financial well-being
Expert financial content that drives engagement
Position your firm as a financial leader with authoritative, educational content across digital platforms.
Utilize Marketing Assistant to craft insightful articles, market analysis reports, and engaging social media content that showcases your financial expertise. This strategic approach to content not only educates your audience but also solidifies your firm’s reputation as a trusted authority in the financial sector.
Enhance client acquisition with targeted campaigns
Utilize smart campaigns to turn prospects into loyal clients.
Marketing Assistant helps you craft and implement data-driven marketing campaigns designed to engage and convert potential clients. By focusing on the specific financial needs and interests of your target audience, your firm can effectively demonstrate its value proposition and convert leads into long-term clients.
Tailored Content for All Your Financial Business Needs
Generate Client Engagement Surveys
Compose Service Offer Emails
Create Financial Tips Bulletins
Write Client Appreciation Cards
Draft Monthly Financial Digests
Build Client Onboarding Checklists
Write Market Insight Alerts
Outline Year-End Review Templates
Develop Client Retention Campaigns
Write Financial Webinar Invitations
Create Savings Strategy Posts
Write Financial Tip Guides
Match Your Marketing Goals with Our Flexible Plans
All features of Essential plus:
All features of Essential & Advanced plus:
Unlock the time-saving sidekick
for your marketing journey.
Get started with your new Marketing Assistant.
