We evaluate and document your firm’s current marketing and sales efforts, including brand strategy, distribution channels, and sales processes. We'll then develop a direction for relevant content, digital media strategy and lead generation.
Our Sales process creates awareness through digital channels – website
development and design; landing pages for lead generation; LinkedIn messaging
and announcements; and targeted email campaigns.
FIM will monitor all digital activity and develop profiles of your prospects and clients. We can monitor web interactions, email activity and assign a lead score that can trigger an automated follow up or a reminder to your sales staff.
We develop engaging content. Creative content influences potential clients/customers at every stage of the sales cycle. It keeps them engaged and your business on the top of their mind. Content marketing is one of the most effective ways to engage and interact with your audience. It is not only a great way to nurture leads, but essential to prove leadership and expertise in the industry. With so many people researching potential purchases online, it is where you have to be.
A CRM is a great place to track user profiles. Every interaction should be tracked within the CRM, so that you can go back and reference the development of the relationship. By simply tracking just one relationship, you can see where the deal either closed, or where it started to slip away.
we use our own Predictive Analytics model to determine which leads are ready, and which leads need more nurturing. This has resulted in a more robust pipeline, a better customer experience for your leads, and most importantly, a higher close rate.
We have over 50 years of combined experience that includes some of the largest financial technology vendors and major Bank and Brokerage Firms. We have extensive knowledge of your industry as well as a depth of key contacts..
We have a proven system to generate sales leads. We compose the content, find the leads, and manage the sales workflow. Our work allows you to concentrate on closing quality leads and without the costs associated with a full time marketing staff.
With the latest technologies, including CRM tools, scheduled content distribution, website infrastructure development and analytic tracking, we provide the latest tools to gather the information you need to be successful.
Mr. Close’s background includes 20+ years in Financial Markets, Technology and Business Development in both trading and operations for firms Merrill Lynch and Morgan Stanley.
Contact KevinPat has over twenty years of sales leadership in the financial services marketplace, with strategic roles at ABN AMRO, Bank of America and Dow Jones Telerate.
Contact Pat