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Effectively and efficiently increase revenues with an integrated technology platform

The leading obstacle to digital success? Outdated or disconnected technologies.

Digital Distribution


Build, customize, and manage your sales and marketing technology platform

Technology is the foundation of your “Digital Wholesaling Platform.” At GK3 Capital, we make sure that each component of your tech stack works seamlessly together so you can:

  • Identify potential clients
  • Connect with them promptly
  • Communicate throughout the sales process, and ultimately
  • Onboard them as a new client

Financial services companies who effectively implement sales and marketing technology achieve greater sales and break away from the competition.

$ 0 B+

Client AUM
in 2021


Leads and appointments scheduled
in 2021

$ 0 B+

Raised by our clients
in 2021

0 +

Combined years of experience in
financial services


Partner with GK3 Capital to accelerate digital transformation

Compete at the speed of digital. Work with our experts to stay ahead of the competition. Don’t delay. We’ll accelerate your climb up the learning curve.

  1. Qualification

  2. Consultation

  3. Discovery

  4. Onboarding

  5. Implementation

Step 1. Qualification

Digital transformation is a major investment of time, and GK3 Capital isn’t the solution for everyone. So we’re selective. We want our partnership to succeed. Digital excellence requires a budget, and commitment from your organization at all levels. Through our qualification process, we’ll discover if GK3 Capital is the right fit for you.

Ready for the three initial steps?

  • Watch our short video series
  • Submit a consultation request form
  • Meet with GK3 Capital for 30-minutes to see if we’re a mutual fit
Start video series
Schedule a Consultation

Step 2. Consultation

If we agree there’s a mutual fit, we both invest our time in four 1-hour meetings over 30 days. GK3 Capital learns about your needs and goals. You become acquainted with the GK3 Capital team. We’ll share the lessons we’ve learned about digital best practices–at no out-of-pocket cost to you. Together, we determine if we’re right as partners. In our four 1-hour meetings, we’ll cover:

  • Team intros & goals
  • Sales process & marketing strategy
  • Initial technology assessment
  • Sales & marketing team alignment
Start video series
Schedule a Consultation

Step 3. Discovery

Based on what we learned in the consultation phase, we launch a comprehensive review of your process, people, and technology. We produce a robust digital transformation strategy customized for your firm, resources, and goals. This phase lasts from 60 to 120 days.The cost is based on what we learned in our ongoing discussions. Your 360-degree review will include an evaluation of your:

  • Website
  • Competitive positioning
  • Sales process
  • Marketing strategy
  • Content
  • Tech stack
  • Digital campaigns
Schedule a Consultation

Step 4. Onboarding

Here we begin to put your plan into action. This major step typically lasts 90 days. We start by upgrading your tech stack to enhance your marketing and sales process. We create profiles of your key client types and a new content plan to optimize results. With a new foundation in place, and your team and our team aligned, we get ready to launch your new campaigns.

  • Enhance your tech stack
  • Align marketing & sales
  • Profile key client types
  • Develop content plan
  • Launch
Start video series
Schedule a Consultation

Step 5. Implementation

We work with our clients in 90-day sprints, based on goals, objectives, and a well-thought-out plan. We meet frequently and collaborate throughout each 90-day sprint. We also understand that your business is fluid, dynamic, and evolving. Thus, we formally review your progress and update your plan quarterly.

  • Track daily performance
  • Report monthly
  • Monitor progress vs. plan
  • Adjust quarterly
Start video series
Schedule a Consultation

Asset Manager's Guide to Growing Assets with Digital Advertising

Learn how to enhance your distribution efforts with this guide for Asset Managers

Download guide


The 3 Pillars of Digital Distribution™

Together, these 3 pillars help you raise capital more effectively, more efficiently, and more profitably.

  • Process
  • Technology
  • People


The process, called “Inbound,” is the roadmap for growing your business in a digital world. In financial services, Inbound consists of 3 phases: the engagement phase, the due diligence phase, and the inflow phase.

Inbound offers a step by step guide for the strategies and tactics you need to align with how buyers make decisions today. Inbound answers critical questions:

  • How do you gain the attention of a digital-first client?
  • How do you earn their trust?
  • How do you motivate them to buy from you?
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Technology is the foundation of your “Digital Wholesaling Platform.” Each element of your platform works together to guide your potential client through their journey to become an investor, and guides your team in facilitating and optimizing the process.

The 5 key pieces of technology that contribute to results:

  • CRM
  • Data Systems
  • Website
  • Marketing Automation
  • Sales Enablement
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To succeed in a digital world, your marketing team needs to become “digital first.” You need experts in search engine marketing, search engine optimization, social media, online writing, design, web development, and automation. Your sales team needs to be trained differently, too.

We call the high-performing “new business” team of the online era your “Digital Wholesaling Team.” Sales and marketing unite as one revenue team with a singular focus on increasing AUM and serving clients like never before, both online and in person. When this revenue team works together, marketing focuses on the first 70% of the sales process, and sales on the final 30%.

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Resources: Become an expert at Digital Distribution™

6 Reasons Why GK3 Uses an Agile Approach to Managing Client Work

Read blog

Putting Clients First: GK3 Value-Based Engagements

Read blog

How GK3 Ensures Individual Projects Deliver on Overarching Goals

Read blog

Building Your Funnel to Raise Capital

Read blog

"GK3 upgraded our digital footprint and revolutionized our brand. They captured our message and voice perfectly — we now have a digital presence that captures our philosophy to our target audience."

CFS, Senior Partner

Ready to leverage GK3 Capital’s technology solutions to drive AUM growth?

Request a FREE consultation