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The GK3 Capital Digital Operating Model

Financial Services Buyers Don't Make Decisions in a Meeting.

They Make Them Over Time.

 

Over 100 financial services firms. More than $60B in AUM. One system behind all of it.

GK3 – DOM Video
See how it works

Five Components. One Connected System. Here's How It Works.

GK3 – The Problem
The Problem

Most Firms Have the Pieces. Few Have Connected Them.

The problem usually isn't effort. Most firms have a website, publish content, run campaigns, and have a CRM with thousands of contacts. But the content team doesn't talk to the sales team. The campaigns aren't feeding the pipeline. Each piece generates activity. None of it builds toward anything a salesperson can actually use. That's the gap the Digital Operating Model is built to close.
Most firms spend years and a lot of money figuring out what works. Wrong hires. Wrong agencies. Wrong tools. We've already done that work across more than 100 financial services firms. When you work with GK3, you're not paying for experiments. You're buying a proven path.
Content without distribution
Your team publishes thought leadership. Nobody outside your existing email list ever sees it.
Distribution without strategy
You're running LinkedIn ads. You have no idea which prospects are clicking or what to do when they do.
Technology without connection
Your CRM has 2,000 contacts. Your sales team still goes into every call cold.
Activity without intelligence
You can tell your leadership how many emails you sent. You can't tell them which prospects are actually ready to talk.
The Reality

80% of the Buying Decision Happens Before Your First Conversation.

Financial services has the longest, most emotionally complex sales cycles of any industry. By the time a prospect reaches out, they've already formed an opinion about your firm. Your marketing shaped that opinion. Or someone else's did. The firms that are winning understand that marketing isn't something that supports the sales process. It is the sales process. At least the first 80% of it.

80%
of the buying decision happens before a prospect takes their first meeting or makes their first call.
78%
of financial advisors research a fund or manager online before they'll engage with a wholesaler or attend a presentation.
3x
Prospects are three times more likely to respond to outreach from a firm they've already encountered through content.
GK3 – Results
Results

What the System Looks Like When It Runs.

Case Study: Independent Advisory Practice
What happens when a two-advisor practice builds the full system and runs it for six years.

When they came to us they had two advisors, a website getting 500 visitors a month, and two to three leads every other month. We built the full Digital Operating Model and have been executing against it for six years. The results didn't happen all at once. They compounded.

We now have the intelligence, the tools, and the operational model to grow the business in a way we didn't have before. Independent Advisory Practice, client name withheld by request
$900M
Alternative investment AUM over six years
#1
Ranked consistently at their broker-dealer
30x
Website traffic growth (500 to 15,000/mo)
400+
Qualified leads generated every month
Case Study: B2B Financial Services
$6M added to pipeline in 12 months. 80% of leads now driven by marketing.

A private equity-backed provider of fund administration and compliance services came to GK3 with aggressive growth goals and fragmented lead generation. GK3 built the complete system across Google Ads, programmatic display, SEO, email, and HubSpot infrastructure.

$6M+
Added to pipeline from marketing alone
80%
Of total leads now driven by marketing
Rachel Pham, Head of Revenue Operations, STPIS
Case Study: Asset Manager
A modernizing asset manager replaced road warrior distribution with digital infrastructure.

Tortoise Capital needed to modernize distribution and build the digital infrastructure that would let them reach advisors at scale without adding headcount. GK3 rebuilt their marketing system from the ground up.

$60B+
Combined AUM across GK3 clients
7x
FCS Portfolio Award winner
Tom Florence, CEO, Brett Wright, CRO, and team, Tortoise Capital
GK3 – How to Start
How to Start

Every Firm Starts Somewhere. We Built Four Paths to Meet You Where You Are.

GK3 Capital strategy session
Strategy First
Compass
Starting at $20,000
One-time engagement
For firms that need clarity on strategy before they build anything. Produces the Compass Roadmap and applies directly to the full Digital Operating Model when you're ready.
See details →
GK3 Capital pilot program
Prove It First
Pilot
Starting at $30,000
4 to 6 month engagement
Real results on one channel before committing to the full build. A proof of concept designed to generate measurable outcomes on the channel most likely to move the needle for your firm.
See details →
GK3 Capital client session
Most Comprehensive
Digital Operating Model
Starting at $15,000/mo
Compass + ongoing execution
For firms ready to build the complete system. All five components connected and running. Gets smarter over time.
See details →
GK3 Capital project work
Specific Need
Projects
Starting at $5,000
Scoped per project
One specific gap that needs solving. Website, content campaign, HubSpot build, pitch deck, fund launch. Every project is built to plug into the Digital Operating Model when you're ready. Nothing gets thrown away.
See details →
HubSpot licensing and paid media spend are separate budget lines. HubSpot typically runs $10,000 to $50,000 annually depending on your database size. Both are scoped during Compass so you know the full picture before you commit to anything.
GK3 – DOM Components
The System

One System. Five Components. Strategy at the Center of All of It.

The Digital Operating Model is a connected system where every piece has a job and every piece connects to the others. Strategy isn't just the first step. It anchors every component. Most firms have some of these pieces. Almost none have all five working together. That's the difference between doing marketing and growing.

01
Strategy The foundation
02
Technology The stack
03
Infrastructure The plumbing
04
Content The fuel
05
Distribution The amplifier
01
Component 01
Strategy
Audit where you are. Map where you're going. Build nothing until this is done.

We need to know where you're starting before we can tell you where to go.

Before we build anything, we look under the hood of everything you already have. Product materials, sales collateral, website, CRM, SEO, competitive position. We need to know what we're working with and where the gaps are before we can build a plan worth executing against.

The output is the Compass Roadmap: buyer personas, messaging framework, campaign strategy, and a prioritized build sequence based on your specific situation. Everything we build after this is built on something solid.

CRM Audit Website Audit SEO + AEO Audit Competitive Analysis Buyer Personas Messaging Framework Compass Roadmap
02
Component 02
Technology
The platforms and tools the system runs on.

Most firms have technology. Few have the right technology connected the right way.

The technology layer is the set of platforms the system runs on: your website, CRM, marketing automation, data intelligence, and reporting. Each one matters. What matters more is how they work together.

For most clients that means HubSpot at the center, FINTRX for financial services data intelligence, and Market Voice, our proprietary AI trained on your firm's voice and content. Not random tools. Selected for how they connect to each other in a financial services context.

HubSpot CRM Marketing Automation FINTRX Data Market Voice AI Website Reporting Dashboards
03
Component 03
Infrastructure
The plumbing that connects everything and makes it run automatically.

Infrastructure is where most agencies stop. It's where we start.

Technology is the building. Infrastructure is what gets built inside it. This is the layer most agencies never touch and the layer that determines whether your marketing system actually works or just generates activity.

Lead scoring models, automated workflows, lifecycle stages, and sales notifications that fire the moment a prospect crosses a threshold. When infrastructure is built correctly, your sales team stops going into conversations cold. They go in knowing exactly what the prospect has been reading and what they care about.

Lead Scoring Automated Workflows Lifecycle Stages Nurture Sequences SQL Notifications List Segmentation Pipeline Reporting
04
Component 04
Content
Answering the questions your prospects are already asking, before they have to ask.

Content is how you earn trust. Not by talking about yourself, by answering questions you know they have.

Content is the fuel the system runs on. Without it, the infrastructure has nothing to deliver and the lead scoring has nothing to measure. But content without a framework is just publishing.

Every prospect evaluating your firm works through the same five questions: People, Performance, Price, Process, Product. Most firms answer one or two well and leave the rest to the salesperson. The Digital Operating Model answers all five, mapped to each stage of the buyer's journey. By the time your team gets the meeting, the prospect has already worked through most of their questions.

The Five P's Framework Blog Posts eBooks and Guides Email Campaigns Webinars Social Content Market Voice AI
05
Component 05
Distribution
Getting the right content in front of the right people on the channels where they actually are.

Great content that nobody sees is just publishing. Distribution is what makes it work.

Publishing content and distributing content are two different things. Most firms do the first. Few do the second with any real intention behind it.

Distribution is how content reaches your audience on the right channels, in the right format, at the right cadence. And because distribution connects to the infrastructure, every click, open, and page visit feeds the lead scoring model. Every channel traces back to what you learned about your buyers in the Compass phase. Everything ties back to the strategy.

Organic Search (SEO) Answer Engine Optimization Paid Media LinkedIn Email Direct Outreach Retargeting

Not Sure Where to Start?

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