Unlock Your Growth Potential
We help financial services firms harness the power of data and technology to enhance their sales and marketing strategies and drive growth.
Our clients are asset managers, professional services firms, technology providers, and wealth managers looking to thrive in an increasingly competitive and rapidly evolving landscape.
Our Services
Integrated Sales & Marketing Strategy
Whether you’re building a sales program or auditing existing strategies, we help craft comprehensive plans that can help you reach your intended audience with the product you’re passionate about.
CRM Integration & Optimization
Improve your lead tracking, prospect nurturing, and conversion rates by streamlining your data and integrating all touchpoints into a unified CRM platform.
Audience Analytics & Data
We can help you identify and reach your prospects by teaching you how to leverage audience insights, uncover buyer intent data, and best practices for targeting the right people at the right time.
Content Strategy & Execution
We help you imagine and create the content for engaging and visual storytelling that should capture your audience’s attention across many digital channels.
Digital Lead Generation
We believe in using digital channels to drive leads toward your sales team. With our lead qualification best practices, your sales team can to focus on closing deals instead of chasing cold prospects.
KPI Tracking & Measurement
We help you determine your firm’s key performance indicators across all marketing efforts and then monitor them with detailed reports and dashboards that provide actionable insights.
Why FinHive?
Sales-Driven Marketing
We strongly believe that marketing strategy exists to support and enhance your sales efforts. Our process looks to arm your sales team with actionable data that leads to faster, smoother prospect-to-client conversions.
Tailored Solutions
We design a custom marketing program for each of our clients. Every company we work with has a unique product and target audience, along with their own technology and staff resources to allocate toward achieving their stated goal.
Proven Industry Expertise
The FinHive team has years of industry experience and a history of in-house sales & marketing program and team management. We’ve been in your seat and understand that your product or service has unique intricacies that need bespoke marketing efforts.
Integrated Approach
It’s our opinion that sales and marketing should work in tandem to achieve a firm’s desired outcomes. We aim to help our clients eliminate these departmental silos and work together in a singular, cohesive strategy.
Where We Help
- ✓ Digital Lead Generation
- ✓ Lead Qualification
- ✓ CRM Optimization
- ✓ Content Creation
- ✓ Audience Segmentation
- ✓ Buyer Intent Data
- ✓ Email Marketing Campaigns
- ✓ Digital Advertising Strategy
- ✓ Sales Funnel Development
- ✓ Sales Team Training & Scripting
- ✓ Brand Positioning
- ✓ Advisor Data Targeting
- ✓ Market Research & Analysis
- ✓ Content Distribution
- ✓ Investor Education
- ✓ Thought Leadership Campaigns
- ✓ Media Planning & Buying
- ✓ KPI Tracking & Reporting
Client Successes
Data Integration
Consolidate and streamline all your customer and sales data into a single, powerful CRM platform. We’ll design and implement a fully customized CRM solution tailored to your needs, integrating data from various sources to give your sales and marketing teams a 360-degree view of your prospects and clients. By optimizing lead tracking, automating follow-ups, and enhancing reporting, we ensure no opportunity slips through the cracks.
Go To Market Strategy
We specialize in creating targeted marketing and sales strategies to help you launch your ETF or introduce your product or service with maximum impact. From brand identity and audience segmentation to multi-channel digital campaigns, we’ll position your fund for success and get it in front of the right investors, fast. Our expertise ensures that your ETF stands out in a competitive market while tracking key metrics every step of the way.
Unified Sales & Marketing Planning
Need a dedicated team to create and manage a cohesive sales and marketing plan? FinHive provides full-service outsourcing solutions that align with your sales goals. We handle everything from lead generation and qualification to digital advertising, email campaigns, and sales funnel development. Every effort in our sales-driven marketing approach is designed to further engage prospects and move them down the funnel so your team can focus on closing deals.
Latest Insights
