Redefining sales and marketing for the financial services industry
Our suite of digital solutions capitalizes on the revolutionary changes in how financial professionals and investors seek information and make investment decisions.
MARKETING
Unite content and digital strategies to drive AUM
We speak the same language as advisors and investors. We use native industry knowledge along with proven digital tactics to deliver the right message to the right people at the right time.
Paid
Advertising
Bring qualified prospects to your firm from across the web.
Content
Marketing
Attract and engage potential investors with targeted, engaging thought leadership.
Email
Marketing
Communicate directly with your target audience to inspire action.
Marketing
Automation
Automate your education and outreach to nurture prospective clients.
Event
Marketing
Increase webinar and conference engagement before, during, and after your event.
Design
Elevate your brand with compelling design wherever you meet your audience.
Marketing & Sales
Alignment
Align marketing and sales into one revenue team with one goal: drive AUM.
HubSpot Marketing
Hub
Install, customize, and manage your portal to align sales and marketing.
SALES
Spend less time qualifying and more time closing
Our sales solutions enable your team to focus on highly qualified, highly engaged prospects. Leverage systems, behavioral insights, and data to drive client acquisition.
Sales
Enablement
Automate your sales process with the right insights and resources.
Sales process & pipeline management
Customize, scale, and optimize how you track and forecast your sales efforts
Lead Scoring
Identify the most qualified and engaged prospects.
Sales & Marketing
Alignment
Unify and integrate the efforts of your marketing and sales teams
HubSpot Sales
Hub
Install, customize, and manage your portal to align with your sales process.
“GK3 does so many things for our company. We have a compelling story to tell and it is GK3 that has packaged up that story and gotten it out to our target market, driving inbound interest beyond what our company has ever experienced. The GK3 team is a delight to work with, and loaded with talent and experience.”
Bob Herrmann Chief Executive Officer Freedom Advisor
TECHNOLOGY
Effectively and efficiently increase AUM with an integrated technology platform
The biggest threat to digital success is outdated or disconnected technologies. Each element of your tech stack–what we call your “digital wholesaling platform”–must work together in sync as you guide your potential clients through their journey to becoming an investor.
Website
Engineering
Turn your website into your #1 salesperson working 24-7-365
Marketing
Operations
Setup, customize, and manage your marketing technology platform
Discovery Data
We’ll help you get the most from the leading financial services database
HubSpot Integration
& Implmentation
Our team customizes Hubspot to align with how you do business
Platform Setup &
Integration
Connect multiple tools and seamlessly migrate your CRM to HubSpot
ANALYTICS & REPORTING
Centralize marketing and sales data for insights you can finally trust
You can’t manage what you can’t measure. Accurate reporting allows you to not only track the success of your efforts, but provides quantitative and qualitative insights into how your sales and marketing campaigns are contributing to the bottom line. We’ll help you connect your data sources, access accurate analytics, and create reporting dashboards that tie everything back to revenue.
Stakeholder
Insights
Provide executives with key insights to inform better business decisions
Marketing Analysis
& Reporting
Quantitative and qualitative insights to ensure tactics tracking to goals
Sales Analysis &
Reporting
Gather insights on how daily activities track to closing deals and impacting AUM
Benchmarking &
Forecasting
Compare your stats to the market and forecast AUM and revenue with greater accuracy
“John and the GK3 Capital team are a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy. The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital. ”
Craig Katz EVP, Partnerships and Strategy Discovery Data
COACHING
Become an expert at Digital Distribution™
A great coach can help your team excel. We provide group and one-on-one coaching based on your firm’s goals and abilities. Work directly with our experts who will become an extension of your team. We’ll share our hard-earned knowledge and guide your people to digital mastery with the latest strategies and techniques.
Distribution
Consulting
We’ll help you implement the Digital Distribution™ blueprint to raise more capital
HubSpot
Training
Training, best practices, and strategic guidance to help your team optimize their use of HubSpot
Sales
Enablement
Learn to use technology to automate your sales process and close more deals
Assignment
Selling
We’ll teach how to use content to facilitate the sales process from prospecting to closing
They Ask,
You Answer
Create a culture of client-driven content across your organization
Interested in learning
