Digital sales, marketing, and
technology solutions to improve
and accelerate inflows
GK3 Capital services help you align your process, people, and technology with the way investors make their decisions today.
0
Hours a Day Online
0
Hours a Day on Social Media
0
%
of the Time on a Mobile Device
The world has changed.
You need to change, too.
Today, we spend an average of 7 hours a day online, 2.5 hours a day on social media, and 52% of the time connected through a mobile device. How you engage with clients must evolve for our online world.
For financial services, Digital Distribution™ is how you succeed.
PROCESS
Upgrade your inflows process to grow AUM
What do you get when you pair native financial industry knowledge with digital expertise?
We help you build a marketing and sales process that finally aligns with the buying behaviors of a digital world.
Our mix of strategic and tactical approaches lets you deliver the right message to the right people at the right time — and get the right leads to sales, too.
Distribution Strategy
We’ll help you implement the Digital Distribution™ blueprint to raise more capital.
Content
Marketing
Attract and engage potential investors with targeted, engaging thought leadership.
Email
Marketing
Communicate directly with your target audience to inspire action.
Fund
Launch
Get every element of your fund launch strategy and resources in one cohesive package.
Go to Market Strategy
Create audiences, define messaging, and prep your product to bring it to market.
Paid
Advertising
Bring qualified prospects to your firm from across the web.
Branding
Elevate your brand with compelling design and language wherever you meet your audience.
SEO
Create organic campaigns that educate and build trust.
TECHNOLOGY
Don’t let technology
be a barrier
The biggest threat to digital success is a threat the financial industry knows well: outdated or disconnected technologies. Our Technology solutions and services help you create the right connections to guide your prospective clients toward closing.
Wherever your tech stack stands today, you don’t have to stand there with it alone.
We can help take your firm from outdated to outpacing.
AssetFlow AI
Raise more capital faster with the first-ever Turnkey Asset-Raising Platform.
Sales
Enablement
Learn to use technology to automate your sales process and close more deals.
CRM Implementation
Install, customize, and manage your CRM to align with your marketing and sales process.
Website
Builds
Turn your website into your #1 salesperson, working for you at all times.
Marketing Automation
Automate your education and outreach to nurture prospective clients.
Data
Services
We’ll help you get the most from the leading financial services databases.
Integrations
Connect multiple tools and seamlessly migrate your CRM to HubSpot or use AssetFlow AI.
Analytic
and Reporting
Compare your stats to the market, report on campaigns, and forecast AUM and revenue with greater accuracy.
PEOPLE
Your best people are about to get even better
As teammates working toward the same goal, we augment your sales and marketing teams to create a true digital revenue arm.
We can coach your team be more efficient and effective with digital tools and processes.
While we’re at it, we’ll serve up the right leads at the right time. Sales will have better qualified people to talk to — and can focus on having more valuable conversations.
Sales
Coaching
Learn your way to full Digital Distribution with our coaching by and for financial services leaders.
Training
and Tutorials
Optimize your team’s use of technology and processes with guided sessions and videos.
Digital
Alignment
Align marketing and sales into one revenue team with one goal: drive AUM.
They Ask,
You Answer
Create a culture of client-driven content across your organization.
Developers
and Designers
Get the right people on your digital wholesaling team, including our full bench.
Marketing and
Sales Operations
Unify and integrate the efforts of your marketing and sales teams — and keep them running.
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What's it like working with GK3?
Hear what our clients have to say
“We have a compelling story to tell and it is GK3 who packaged our story and got it out to our target market, driving inbound interest beyond what we have ever experienced. The GK3 team is a delight to work with and loaded with talent and experience.”
Bob Herrmann
Chief Executive Officer
FREEDOM ADVISORS
“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential. GK3 not only helps us to create content, but also deliver that content to the target audience in digestible, compelling formats.
As our business has evolved, we have expanded the scope of services we receive from GK3. They have provided consistently excellent support, and are proactive about recommending which of their services are appropriate given the stage of growth of our business.”
Jeff Holland
President
ACCORDANT INVESTMENTS
Ready to grow your AUM?
