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. However, AssetFlow AI is designed to cut onboarding time and help you reach digital distribution sooner. Because it's pre-filled with important elements of distribution, we can get started on campaigns that drive momentum on a tighter timeline. Overall, digital transformation is a long-term process that requires time, dedication, and commitment across your organization. Candidly, certain aspects of building a foundation may take longer than you want. The investment may be more than you prefer. Our goal is to launch multi-channel campaigns in three months or less. Some clients may require a more robust foundation first.  With AssetFlow AI, we've shortened time to value so you'll still get results as quickly as possible. Just one of many reasons it's important to couple technology with the right team.