The Challenge

Gaining new client signups

The success of an investment broker depends on the number of clients they have, but given everything there is to do, efforts to find clients can easily fall by the wayside. How can you ensure that you can provide value to potential clients so that they may become paying customers?

The Solution

Automate emails for general financial advice

By placing a simple form on your existing website, people could choose to sign up to receive a weekly email newsletter containing your advice, offered free of charge. These emails could contain stronger direct marketing efforts, a more effective CTA, or an additional incentive to convert readers into clients.

The steps to success

Video Explainer

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More Use Cases


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