Technology solutions
for financial services
What We Do: Three Proven Strategies to Deepen Client Engagement
Sales Enablement
Automate pitch-books and presentations for institutional clients
→ Automate and automatically populate recurring pitch book slides, eliminating hours of manual work
→ Enable the creation of customised pitch books, factsheets and fund updates tailored to each client or mandate
→ Dynamic data integration, allowing materials to pull live performance metrics and AUM data
→ Built in engagement analytics to show which materials are being opened, read or shared - down to fund or client level
Marketing Intelligence
Target the right prospects for financial products using household level segmentation
→ Market-leading data insights including: Income, investments, credit use, pensions, savings
→ Dynamic visualisation ranging from visual animated, descriptive and statistical information
→ Ability to prioritise leads which most likely have investable assets
→ Personalise communication and services based on data insights
Campaigning Technology
Personalised cross-channel marketing campaigns
→ An-all-in-one marketing automation platform bringing email, SMS, mobile push and whatsapp chat into one centralised location
→ Data-driven segmentation to tailor messages to customers by demographics, interests or engagement history, delivering relevant messages to each recipient
→ Seamless integration with leading platforms such as Microsoft Dynamics and Salesforce CRM
→ The first and only carbon neutral marketing automation platform
Why our clients choose us:
Custom Integration without External Interruption
We’ve worked inside your industry (7 years across AM, WM & FinTech)
Professional level service
We understand your regulatory environment (FCA, GDPR, MiFiD II)
We implement quickly – 6-12 weeks typical timeline
We provide training, not just technology
Values
Client Focus
Professionalism
Long-Term Relationships
Continuous Improvement
Accountability
Trusted by Impact-Driven Leaders
Technology Solutions
for Financial Firms
Make your technology work for you!
