Grow quickly and efficiently
Growth starts with strategy—understanding the market, identifying your strengths, and deploying digital communications in an interconnected world.
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Start NowLead generation
How can personalized landing pages help capture leads? Welcoming prospects by name is a good place to start. Using data-capture, value-added offerings such as white papers and webinars invitations can be customized to each visitors demonstrated interests. Registration forms can be pre-filled with an advisor’s personal information, yielding higher submission rates and more robust leads.
Lead qualification and scoring
Track and score a prospect's on-line interactions with your firm. The number and type of emails opened, website pages visited, webinars attended, and white papers downloaded all reveal which advisors are most interested in your offerings. By creating a national heat map of each advisor’s interests, we enable you to identify your best opportunities and target often scare resources.
Lead nurturing
Digital communications can play a big role in nurturing prospects through the awareness, due diligence, and selection process. Pre-planned messages are delivered at scheduled intervals, based on each prospect's online behavior. If, for example, a white paper on tax-free investing is downloaded, an automated email invites the advisor to a webinar on municipal bond portfolios.
Website visitor tracking
Understanding your prospects’ digital body language requires insight into who’s visiting your site. As the identity and behavior of visitors is measured, your ability to customize relevant content increases dramatically. And more relevant content means more engaged and frequent visitors.
Email marketing
E-mail marketing is an efficient and cost-effective way for for you to establish valuable, interactive relationships with clients and prospects. Digital wholesaling uses e-mail as part of a larger sales strategy, adding a prospect's e-mail behavior together with other digital actions to create a complete picture of advisor's interest level.
Digital Dashboard
Data is the foundation of digital wholesaling. So we aggregate this rich resource onto a digital dashboard, giving you easy access to intelligence that helps drive the business.