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Modernize your marketing

Freewheel Marketing is an outsourced digital-CMO for investment managers.

The Inbound Approach
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Changing preferences with respect to how investors research and make decisions necessitate a change in the way financial service providers seek to acquire new clients.

Inbound  marketing—strategies that focus on attracting and engaging audiences instead of seeking them out by pushing products or services on them—recognizes this change in consumer behavior and represents a shift in the way marketers can drive business development. With digital marketing technology as the underpinning, firms can deliver scalable resources that are on­-demand. In exchange, firm’s can collect data, thereby building distilled profiles of each prospect or client’s pain points and interests.

The implications are profound. Marketers can now drive asset growth by broadening referral networks, tailoring dialogue based upon an investor’s engagement, and increasing sales velocity by measuring each prospect’s level of urgency.

Services
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Consulting

For large firms, our consulting services include the development of a digital marketing strategy, vendor selection, implementation and integrations, as well as staffing guidance for internal administration.

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Execution

For boutique managers, we expand upon those services provided for larger firms to include our external administration. This makes us an extension of smaller teams on a more ongoing basis.

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Research

Technology evolves at a frenetic pace, so we built a proprietary database and conduct ongoing research about the strategies of large investment managers, permitting our work to constantly evolve.

In the news
With institutional investors now utilizing blogs or social media for research and high-net-worth investors less interested in meeting their advisors face-to-face, on-demand digital resources will cement itself as the new client service in 2017. —Graig Norden in Forbes forbes logo
Financial services is a relationship-oriented business. The report suggests that the way in which consumers buy financial advice has changed – we argue that the way in which advisors sell their services should change as well. —Graig Norden in Financial Advisor Magazine FA magazine logo

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