The ultimate goal of marketing efforts is to power the sales engine. What does all of this mean without the marketing lingo?
Unlock Your Sales Potential
The FinHive Solutions team is united behind a single goal: to help financial services firms compete more efficiently and sell more of their products. (At the end of the day, isn’t sales what it’s all about?)
Our clients are competing for market share against large, well-resourced, entrenched companies who have the capacity to invest heavily in multi-channel marketing programs and building sales teams.
For new asset managers learning which Advisors can trade their fund(s), mid-sized firms ready to add Key Accounts support, and established companies ready to modernize their sales processes, FinHive’s goal is to empower our clients to do more, more efficiently.
Our Services
Integrated Sales &
Marketing Strategy
We believe that sales and marketing departments should be a single, fully-aligned team. Your salespeople are speaking with your clients and prospects regularly, so we believe they should be leaders in determining which product and message is being highlighted in marketing activities. Similarly, successful results from marketing activities should help sales teams redirect their focus and attention.
CRM Integration & Optimization
An effective CRM can make your firm more organized, efficient (and compliant). If you’re serious about maximizing your team’s impact in a large addressable market, we believe you should be serious about your CRM. When needed, we’re ready to help you find a good one and help make it work for you.
Audience Analytics & Data
Most investment products or advisor services can’t be sold to the entire industry. And even if they could be, your staff can only follow up on a limited number of leads. The FinHive team will help you use data to figure out who can & might be a high-value prospect and will assist with running targeted campaigns to those individuals.
Content Strategy & Execution
You’ll need a few basic pieces of marketing content to speak to a variety of prospects. We help our clients think more carefully about how to make their marketing materials cohesive and impactful and to maximize the use of each piece of content so your marketing library doesn’t become overwhelming to manage or update once it’s established.
Digital Lead Generation
We believe in using digital marketing to drive leads to your sales team. “Digital marketing” might mean sending emails, running banner ad campaigns or hosting virtual meetings or webinars. No matter what message you’re trying to deliver, targeted digital marketing should be the first effort. Your team’s time is limited and high-value employees should be focused on reaching already-engaged prospects and closing deals.
KPI Tracking & Measurement
What are the metrics that you want to see in order to feel like your sales and marketing efforts are healthy? FinHive can help you determine what they are, create a plan for monitoring and recording them, and ultimately arm you with clear data points so that you can set direction and take action based on actual information, not just “vibes.”
Why FinHive?
Sales-Driven Marketing
We strongly believe that marketing exists to support and enhance your sales efforts. Our team wants to help you reach more people, faster, and more effectively.
Tailored Solutions
Everyone’s product is unique and so are their prospective audiences. Every company has different staff and technology resources. This is why we design a custom marketing program for each of our clients. We help you align your priorities with your budget and can scale up or scale down the marketing efforts as your resources change.
Proven Industry Expertise
The FinHive team has done both sales and marketing in-house, so we intimately know the challenges of breaking into the financial services industry. We’re going to provide honest feedback and bring forward lessons we’ve learned (often the hard way) to every engagement.
Integrated Approach
We’re firm believers that sales and marketing departmental silos limit productivity, inhibit efficiency, and can be a waste of limited financial resources, particularly for new entrants to an industry or product. For an organization to have be success, the entire company should importance of working in tandem to achieve clearly-defined shared goals.
Where We Help
- ✓ Generating Leads to Pass to Sales Staff
- ✓ Determining if an Engaged Lead is Any Good
- ✓ Using a CRM to Improve Sales Efficiency
- ✓ Help you Move CRMs or Build One From Scratch
- ✓ Create Marketing Materials
- ✓ Help Determine Who Can/Might Buy Your Product or Service
- ✓ Help Uncover Individuals Are Looking for Products with Similar Profiles
- ✓ Set Up & Run Email Marketing Campaigns
- ✓ Set Up & Manage Digital Ad Campaigns
- ✓ Teach Your Sales Team How to Think About Sales Funnels
- ✓ Provide Best Practices for Your Sales Team
- ✓ Assist with Recruiting In-House Sales & Marketing Talent
- ✓ Create & Position Your Brand
- ✓ Create & Manage Thought Leadership Campaigns
- ✓ Create Sales and Marketing Success Metrics (KPIs)
- ✓ Help You Track & Report on Your KPIs
- ✓ Make Introductions to Other Industry Pros & Potential Vendor Partners
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 lead generation and qualification, digital advertising, email nurturing 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 business.
Latest Insights
