Back to case studies

Helping AdvisorStream land and expand in the UK through a joint sales & marketing approach.

AdvisorStream provide an industry-leading, automated digital marketing platform for Financial Advisors. Since 2012 the Canadian company has partnered with over 40 of the world’s top financial publications to deliver a stream of fully licensed, content for Financial Advisors. Download case study PDF

CLIENT

AdvisorStream

DATE

2020

SERVICES

Demand Generation, Marketing, Sales Outsouring

The challenge

Based in Canada, AdvisorStream provide an automated digital marketing platform for financial advisors. As an industry-leading supplier, since 2012 they’ve offered a stream of fully licensed content for FAs via more than 40 of the world’s top financial publications.

With market domination in North America, AdvisorStream turned their thoughts to scaling up their business overseas, specifically in the UK. With little knowledge of the nuances of the UK financial market, they engaged durhamlane as demand generation experts. Our task: to align sales and marketing activities and penetrate the UK market.

How we helped

Initially we created strategic lead generation campaigns, focusing on the IFA and Enterprise markets. Our aim was to maximise both marketing and sales qualified leads through marketing activity and the creation of engaging content. We used dedicated analytics tools to identify the right data-led tactics, driving campaign success and optimising investment.

The outcome for AdvisorStream

opportunities generated

63.8%

marketing qualified leads

Our campaign resulted in the creation of a strong pipeline for AdvisorStream, particularly within the IFA market. Over a three month period, durhamlane generated 36 opportunities, 63.8% of which were marketing qualified leads. As the leading automated-content platform in the financial sector, AdvisorStream continue to grow their international presence, close new business and successfully penetrate the UK market.

"Not only was the durhamlane team instrumental in generating a steady flow of leads for our sales team to close, but they also educated us on the many nuances of the market that would have been far more difficult to learn on our own. Professional through and through, durhamlane is a must-have partner for anyone wanting to accelerate the growth of their business."

KARIM RASHWAN

Managing Director at AdvisorStream

Related case studies

Insurercore

Helping Insurercore increase sign ups and engagement on the platform through our sales & marketing tactics.

PwC

Building a strategic outsourced sales campaign to rapidly build PwC’s market share.

Intertrust Group

Developing a fully-integrated digital marketing and sales campaign to fuel ITG’s aggressive growth strategy.

Let’s talk

We’re always open to hearing from ambitious organisations that are looking to scale but are unsure how. Get in touch to see how we can help overcome your sales challenges.