Our wealth management email marketing strategy extends beyond occasional newsletters.

Every successful campaign requires precise timing, targeting, and compelling content.

As a provider of wealth management marketing solutions proficient in both B2B and B2C campaigns, we comprehend what captures diverse audience interests.

In our capacity as a HubSpot partner, we skilfully segment your audience, ensuring the delivery of highly targeted emails with captivating designs that encourage meaningful engagement.

Our email marketing process.

Contact segmentation

Contact segmentation.

We'll use HubSpot automation tools to categorise your contacts based on various activities, from lead status to website pages visited.

Target eshots

Targeted
eShots
.

After segmenting your database, we'll craft concise emails, each focusing on a single, specific call-to-action highly relevant to the respective segment.

Design icon

Dynamic
designs.

Design should convert leads, not confuse. We'll carefully structure your emails to clearly highlight their value and purpose.

A_B Testing icon

A/B
testing
.

Our team tests everything to maximise your campaigns, analysing open rates, subject lines, and click-throughs, offering recommendations based on our findings.

ContactUs_Graphic

Ready to talk?

Let's have a chat about your wealth management marketing needs.