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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.
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.
Helping Insurercore increase sign ups and engagement on the platform through our sales & marketing tactics.
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Building a strategic outsourced sales campaign to rapidly build PwC’s market share.
Developing a fully-integrated digital marketing and sales campaign to fuel ITG’s aggressive growth strategy.
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