Michael Anderson, CMO
Sarah Thompson, MD UK
David Lee, Partner
Emily Wilson, Marketing Director
Michael Anderson, CMO
Sarah Thompson, MD UK
David Lee, Partner
Emily Wilson, Marketing Director
SOME OF OUR CLIENTS & PARTNERS
DID YOU KNOW?
84% of prospective clients research financial advisors online before deciding to work with them. (Source: Financial Planning Association)
63% of financial advisors say that digital marketing has helped them acquire new clients. (Source: Putnam Investments)
Firms that leverage digital marketing strategies see an average of 59% more leads per year. (Source: FMG Suite)
70% of financial services companies plan to increase their investment in digital transformation over the next 12 months. (Source: Deloitte)
77% of consumers say they are more likely to engage with a financial brand that personalises their experience. (Source: Broadridge Financial Solutions)
60% of financial services firms report that their biggest marketing challenge is generating high-quality leads. (Source: Salesforce)
86% of consumers say that personalisation plays a key role in their purchasing decisions. (Source: Epsilon)
65% of financial advisors say that improving their online presence is a top priority. (Source: Fidelity Investments)
78% of consumers are more likely to engage with offers if they are personalized to their previous interactions. (Source: Epsilon)
