Connecting Brands + people

A FULL-STACK SOLUTION FOR FINANCIAL MARKETERS

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ENGAGING PROSPECTS, GROWING AUM

Our platform enables RIAs and IBDs to develop more meaningful connections with clients and prospects. The result? Increased client retainment, enhanced AUM growth, and a streamlined approach to financial marketing.

As your firm’s outsourced financial marketing team, we are your single point of contact for managing the vendors, technologies, and services that run your client, prospect and referral partner communications.

  • A Full-Stack FinMar Experience

    Our best-in-class platform allows your firm to focus on the people, processes, and products that make you unique within the financial services industry.

    Next-Gen Digital

    Are you reaching the next generation of clients who are set to inherit $30 trillion from Baby Boomers? We specialize in telling your firm’s story in a digital world.

  • A Full-Stack FinMar Experience

    Our best-in-class platform allows your firm to focus on the people, processes, and products that make you unique within the financial services industry.

    Marketing Strategy

    We help firms define their strategy through the lens of execution. We design marketing campaigns and systems that connect with clients, prospects, and referral partners.

  • A Full-Stack FinMar Experience

    Our best-in-class platform allows your firm to focus on the people, processes, and products that make you unique within the financial services industry.

    Marketing Automation

    Need more hours in the day? Our team of marketing automation specialists are experienced in streamlining your investor relationship management.

  • A Full-Stack FinMar Experience

    Our best-in-class platform allows your firm to focus on the people, processes, and products that make you unique within the financial services industry.

    Content & Collateral Development

    Our team of financial copywriters and graphic designers create sales tools, white papers, and presentations that are tailored to your firm.

We understand your clients and prospects

There are five financial life stages that drive our platform and approach to client segmentation:

  • Getting Started

    Gen X and Y are set to inherit $30 trillion from Baby Boomers. That is $2 billion in assets moving daily for the next 40 years.

  • Building Wealth

    Clients who are in their core earning years need help planning for retirement, paying off existing debt, and understanding the basics of investing.

  • Retiring Soon

    Late-stage Baby Boomers are wondering when it is safe to leave the workforce and enter the world of fixed income.

  • Recently Retired

    Life expectancies are increasing, and early-stage Baby Boomers want to ensure their retirement savings last as long as they do.

  • Living in Retirement

    Estate planning, legacy planning, and long-term care needs are front and center for those living in retirement.

GET MORE OUT OF YOUR EXISTING TEAM

Our financial marketing solution works in tandem with your existing investor management system and marketing team. You can plug us into your existing technologies or implement our platform as a standalone solution.

Discover and Learn

Our resources feature our latest research, industry trends and case studies.

  • The Case for Financial Marketing

  • FinMar Solutions to Grow Your Firm

  • An RIA's Guide to Smart Comms.

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