Financial Services Marketing Agency

HOW WE DO IT

RevOps for B2B Financial Services

Sales and marketing teams should be focused on one thing: driving revenue. But with data silos, poor lead handovers and misaligned incentives, most financial services businesses are missing out on a lot of potential revenue.  

From onboarding and optimizing your HubSpot account, to automating and enhancing your lead scoring to enabling seamless lead handovers, we help you leverage RevOps to align your sales and marketing teams – and ensure you generate, nurture and convert the maximum possible volume of high-value leads. 

Our RevOps package includes: 

• HubSpot RevOps Diagnostics 
• Dynamic Marketing and Sales Reporting Dashboards  
• Basic Integration with Salesforce, Wealthbox and Redtail CRMs 
• Pre- and post-conference campaign templates 
• Conversion-optimized landing page & marketing email templates 
• Low-hanging fruit recommendations for driving additional revenue 

All are delivered within 30 days – with a 100% money-back guarantee!

MARKETING STRATEGY

Deliver Messaging that Resonates with CFOs 

Your buyers are often CFOs and finance directors – and they are only interested in the most relevant information. The only way to capture their attention, build their trust and close a deal is with a comprehensive marketing strategy. 

From positioning your business with messaging that resonates with CFOs to ensuring you use the channels buyers spend time on, our team starts every partnership with deep research.  

Our proven method: 

• Undertake rigorous research of your financial niche, target segments and buyers and influencers 
• Create detailed buyer personas to understand your audience’s pain points, goals and personal aspirations 
• Audit your current marketing channels to determine what needs to be improved and where we can leverage existing strengths 

LEAD GENERATING

Reduce the Cost of High-Demand Financial Leads with RevOps 

Businesses pay a premium for advertising geared toward financial buyers. But with the right data, processes and daily management, you can reduce the cost of leads and develop a healthy pipeline that produces higher ROI. 

Our proven method: 

• Run diagnoses to understand which channels most reliably generate high-value leads 
• Leverage proven templates and frameworks to enhance lead generation campaigns across all digital channels and conferences 
• Optimize your inbound marketing and paid media channels to make lead generation more cost-effective 

LEAD NURTURE

Create a Seamless Buyer Journey to Close More Deals 

Financial services companies struggle to keep buyers engaged throughout the research process. From thought leadership that builds authority to automated campaigns that nudge buyers through the funnel, our team are experts in finding opportunities to improve financial lead nurture. 

Our proven method: 

• Use our extensive knowledge of the financial sector and your internal subject matter experts (SMEs) to develop high-value content across all channels 
• Create automated sequences and workflows within HubSpot to let you easily trigger nurture campaigns at every stage of the funnel 
• Find opportunities to upsell prospects and accelerate deals through perfectly timed special offers targeted at the exact right prospects 

MARKETING AND SALES ALIGNMENT

Unite Your Teams to Drive More Reliable Revenue  

Customer acquisition costs drop 30% and customer lifetime value increases 20% when marketing and sales are aligned.2 But you need the right people, processes and data in place to make that a reality – and our team has helped over 50 businesses make that happen. 

Our proven method: 

• Run HubSpot diagnoses to understand and optimize your lead handover, lead scoring and lead review processes 
• Build custom HubSpot dashboards to properly attribute revenue to both departments and locate inefficiencies 
• Create SLAs to ensure clarity, increase accountability and help your teams build trust with each other 

ABM

Create Personalized Campaigns for Your Ideal Customers 

High-stakes financial deals require more attention than the average marketing campaigns. Account-based marketing (ABM) is the perfect way to focus resources on your most valuable prospects and deliver a level of personalized content that ensures you stand out. 

Our proven method: 

• Leverage historic data and extensive research to determine extremely high-value companies that are a good match for your offering 
• Tailor content campaigns directly to your target accounts and deploy them on the exact platforms these buyers spend time on 
• Use HubSpot Target Accounts to manage your ABM campaigns and optimize performance