We specialise in creating wealth management lead generation strategies
With over 600,000 subscribers, we send regular digital marketing material to generate leads for financial professionals who we work in partnership with. Our subscribers list is predominantly made up of professionals including limited company owners, business owners, trade professionals, teachers, medical professionals, architects and many other professional individuals
We can distribute our leads directly into your CRM (Intelligent Office, Salesforce, Zoho, monday.com etc.). In addition, they are sent by email to a key person within your business.
We can boast a contact rate of 90%+ and high conversion rates
You will be assigned a dedicated account manager who you can talk to about upgrades, issues and provide hints and tips on how to best convert our leads. Your account manager will be available 24 hours a day, 7 days a week.