Leverage HubSpot for Financial Services Success with GK3 Capital

Yes, because the world has fundamentally changed. On average, your clients spend 7 hours each day online, 2.5 hours on social media, and 52% of the time connected through a mobile device. As a result, it’s become more challenging for your sales team to reach potential clients. Not long ago, your sales staff could make 50 dials and get 3 to 4 appointments. Now, it takes 100 dials to get 1. To succeed in our “digital first” era, you need to give your sales team the tools and training they need to move the numbers back in their favor. You must reach your prospective clients where they are: online. You must master digital sales and marketing.

At GK3, we speak two languages: digital and financial services distribution. We know of no other consulting firm in asset management that understands and implements digital strategies the way we do. We know of no digital agency that understands sales and marketing for financial services like us. That’s what makes us different.

We work with clients from across the financial services industry, including asset managers, real estate sponsors, alternative investment firms, mutual fund companies, wealth managers, financial data and technology companies, and TAMPs. Our clients oversee substantial assets or have a significant sales and marketing budget.

Great question! While we sometimes see initial results soon after we launch a digital sales and marketing program, patience and discipline will be required. You’ll need 6 to 12 months before you begin to see significant momentum. Digital transformation is a long-term process that requires time, dedication, and commitment across your organization. Candidly, the process may take longer than you want. The investment may be more than you prefer. We do everything we can to demonstrate results along the way, and as quickly as possible. That’s why it’s so important to hire the right people or the right partner.