“You are out of business if you don’t have a prospect.”

Zig Zagler

Lead generation for Mutual Funds

Rapid way to grow leads and get more opportunities for expanding financial businesses

Lead generation Services for Mutual Funds for Financial advisors (IFAs) and Mutual fund distributors has changed the way people buy about financial products be it Lumpsum Mutual funds investments or SIP. The Digital medium has taken a leap over others on the ways people interact and explore financial brands. It also creates a viral effect, where people compare and opt for the chosen financial product or service become influencers and in turn influence others to buy certain financial product or avail certain financial service.

In this fast changing digital environment, one thing which is constant is the ‘change’. With newer technologies, platform, likings of the people and many other factors, a marketer needs to be on his toes for getting more leads for personal finance, financial planning and wealth management products like Mutual funds, SIP, Fixed Deposits, Portfolio Management, Investment advise, research products, etc.

A constant track of changes in the environment, which to embrace and which to ignore, how to sell, where to spend budget for generating maximum number of leads for Mutual funds, which can create value for organization are among the few things that business need to check. We can surely help you navigate the same.

With our past and successful experience in the field of personal finance, financial planning and wealth management, especially generating leads for Mutual Funds, SIP and Corporate Fixed Deposits and other types of investment products, we could surely be an resource to you. Instead of one, we are catering to multiple organisation thus more updated on the changes and what’s working and what’s not.

Our core strength lies in generating organic traffic, which forms a base with real need of the product or service. We study relevant niche for marketing and focus for relevancy in the same.

Finally, a product is a good product only when it reaches its good user and Digital Marketing is a medium for the same.

Area of Expertise

Lead Generation

We offer Lead generation services for investment products like Mutual funds to deserving financial service businesses striving for growth. The mechanism involve indepth understanding of business and financial product along with its competitor arena. This is followed by a brain storming session about the possible campaign along with key members of business.

Subsequently, campaigns are designed and floated on the relevant channel to reach a large number of masses or a small particular niche (depending upon the nature of product). The lead are capture and sent immediately to the sales team without any manual intervention

Industries catered : Mutual Funds, Fixed Deposits, Financial Planning, Wealth management and other Personal finance products

A website is does not justify its proper usage until it is accessed by potential users or clients through search engines. Google, Yahoo, Bing are few common search engines that drives traffic and facilitate users to find their relevant service providers.

For a financial services business, it is very important to present its website through search engine in a most intuitive way, which may involve a specialized task. As an experienced SEO professional, we not only ensure the same but also make sure that they are visible in all relevant keywords which any client may look for.

It is not a one time exercise but require a regular support.

Search Engine Optimization

Social Media

With entire world getting social through digital social platforms, financial services businesses also making their way into the same. Not only they engage maximum customer but also generated a socially influenced customer traffic. With more and more social platform evolving, the society is now further getting distributed on basis of age, skills and likings among these platforms.

We are experienced and active in most of the platform popular in India like Facebook, Whatsapp, Linkedin, Instagram, Twitter, Pinterest to name the few. A successful business not only builds a brand value on Social Media but also generate leads for their growth.

With more and more reach of digital media, it is now become a key vector in building or destroying business reputation or brand value. It is not necessary to spend millions to build brand and a single viral post is help for the same. However, same is also true on the negative side also.

Competitors or some frustrated customers use the same platform to create a bad publicity for the business. Not only this, they further try to mobilize media and their followers to spread it like fire. We help businesses to keep the same under check. Though, it may not be controlled however its effects may always be checked with immediate actions.

Online Reputation Management

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Lead generation for Mutual Funds

We, as a Digital marketing agency working for Financial Advisors and Mutual fund distributors, are boosting branding and lead generation using various digital channels – be it free or paid, as per business requirement. These channels include Search Engines, Social media, email, sms, paid campaigns, influencer marketing and definitely the company’s own website. As a digital marketer for your brand and product, we keep our focus on lead generation for products like Mutual Funds, SIP, Corporate Fixed Deposits and take it as our key performance indicator (KPI) for your business. The prime objective for a Digital Marketing Agency working for Financial Advisors and Mutual fund distributors remains to reach maximum number of audience at the least cost and with a consistently increasing traffic and thus lead generation resulting into the actual sales numbers that may actually fuel the real business numbers.

Any Comprehensive digital marketing of Financial planning and Wealth management products like Mutual Funds, SIP involves various facets of marketing assignments. These tasks of marketing are performed by various specialists relatively experienced in their own fields. Let us understand these activities one by one.

Search Engine Optimization (SEO) for Mutual Fund leads

SEO is a continuous task that helps a business to get organic visitors to their websites. With organic visitors, we mean people looking for solutions similar to that of your product. A simple example is yourself, who was looking for digital marketing agency and landed on this page. It is generally achieved by ranking on search engines like “Google” or “Yahoo” on the relevant keywords. It involves an extensive market research and a multiple rounds of content creation to make visitors interested in coming to website again and again.

Social Media Optimization or Marketing (SMO or SMM) for Mutual fund leads

Social Media Marketing is all about showcasing presence of business on Social Media channels like Facebook, Twitter, Youtube, Linkedin, etc. Social media being a part of daily life of people now-a-days remains an active source of reputation building and lead generation also. People not only remain connected with business but also recommend to their friends and relatives there. Normally, a focus on Social Media Marketing remains on the reach that any post of advertisement got when shared or the increase in followers base.

Content Marketing for Mutual Fund leads

Creating content that provide solutions to your followers by the way of text articles, images, info graphics, videos or any other medium. These content pieces are disseminated through Social Media or Emails and reaches to the customer directly. It is said that follower or subscribers are just a step away from being a real customer. Since they are seeing the brand or business on regular basis, the affinity increases day by day and eventually helps in building trust and mindshare.

Marketing Automation for Mutual Fund leads

In several tasks Marketing automation has taken over the manual control like email marketing, PPC campaigns etc. marketing automation helps in maintaining the regular activities in a ore diligent manner without waiting for manual actions. It also reports the issues where money could have been saved. A Consistent tracking of parameters helps in driving the campaigns in right direction thus going to right audience.

Inbound Vs Outbound Digital Marketing

The Term Digital Marketing for Loans products refers to marketing using Digital Medium. Digital marketing may be said to be a an umbrella term that describe online marketing technique of any kind, regardless of the methodology used, be it inbound or outbound.

Digital Marketing involves both push and pull marketing tactics (popularly known as ‘inbound’ and ‘outbound’ marketing). Inbound refer to situation where clients are approaching the business out of their requirements while outbound involves businesses approaching clients and offering solutions to the requirements of clients.

Outbound Digital marketing aim to convey a marketing message directly in front of as many people as possible using online platform – it may or may not be relevant or welcomed by respective audience. For example, the banner ads or in between commercial ads that you see at on various social media platforms where they try to push the a communication or product promotion onto people who are visiting those space for any purpose. The main advantage is that it is quick and is even able to attract fence sitters.

While Inbound Digital Marketing for Financial Advisors and Mutual fund agents primarily focus on online content that is relevant and closely associate to their product or service and helps in attracting only their target customers. This generally results in building a relevant website traffic and offering a range of products which a target customer may be looking for. A common example of Inbound marketing will be a blog or Youtube channel which gives a lots of information and insights about the interior design and ultimately selling a furniture or home décor items The main advantage is that it is not only cheap but also create a user base that stick around with a business for longer term. So, inbound marketing is a technique that uses content or products itself to attract and engage online crowd.

Digital Marketing for Mutual Fund leads

Really speaking, Digital marketing may not only work for any business but can do wonders in any industry.

Irrespective of the product that a company sells, digital marketing creates an online reputation for a business and its product followed by the people associated with the same. This coagulation of bringing relevant people together build an affinity with the brand and eventually results in business.

B2B Digital Marketing

For companies involved in B2B marketing, digital marketing works in a little different way. It is all about finding relevant customer companies and generate new leads. The quality leads turn into a sales conversation with exchange of information either on website or exchange of files. As such, the role of a B2B digital marketing strategy is to identify and attract the quality leads for the sales people through website, social media and supporting digital channels.

B2C Digital Marketing

For Companies operating in retail, digital marketing has transformed the way people buy and sell products. The verified information with frequently asked questions are replacing fast the unreliable salesman. Even the reviews from past clients are making things better for new and first time buyers. For a business, it is saving the bigtime expenses of sales people, travelling expenses and other promotional materials. The cost of printing leaflets and brochures are more or less saved with online websites or pdf files.

Our Role as a Mutual Funds Lead provider

As a Digital Marketing agency, we try to understand your product, chisel your proposition and make it more marketing ready. With specific objectives, be it branding or lead generation, we try to build around the content and penetrate into the niche that are relevant for the business.

As a Consultant : We understand your product, your market and exact decision making points for customers from time to time. We made us capable enough about the product understanding so as to deliberate with you the exact marketing strategy. We bring along our previous experience from different industry to create a unique proposition along with product.

As a Content Creator : Given to understand the details of products and proposition, we design a story and content around the same. Keeping in mind the relevancy, we creates text, images and videos that suits to the people with relevant requirement. As such the right audience may looks for such content and find the business eventually.

In terms of the format of your content, there are a lot of different things to try. Here are some options we’d recommend using at each stage of the buyer’s journey:

For concept or product Awareness

  • Blog posts. It is an amazing tool for increasing organic traffic once done along with a strong SEO and keyword analysis.
  • Infographics. Information within the graphics is a among the higher shared content thus enable business to reach a larger crowd easily explaining the concept well.
  • Videos A shot video is again a piece of content with very high propensity to get shared. Platforms like Youtube are getting very high traffic both through Social Media and Search engines.

While Consideration of product or Service

  • Brochures/Ebooks Once a customer is convinced to about the concept or product, they generally looks for more information which may be given in a form of E-brochure or ebooks.
  • Research reports. Financial customer generally evaluates a company with their quality of research or assessment of product. Subscribing to research is one of the better ways to attract a customer.
  • Webinars. Convey of information or little more done through a live video session in a webinar is amongst the most effective ways now-a-days.

Decision Stage

  • Case studies. Giving the live examples of some of your existing customer actually gives a boost to opt for a product or service. It not only helps in building a confidence but generates a relatability towards their business output.
  • Reviews /Testimonials. A good words from any existing clients creates that last punch to close a deal.

As a Digital Marketer : With a good product and well defined proposition, our role will be to make the content reach to mass audience. The Reach of the business defines the ultimate success story. With lakhs of reach number, few thousands will be the relevant and may convert into our customers.

Regular analytics : This may also be termed as business intelligence which involves in a deep insight of our business and keeping a track of competitors. Such analysis helps a business in prioritizing the channels of marketing and/or even the product lines. It is difficult to have such analytics in any offline marketing technique.

What should be my next steps

As a next step, we can have a detailed discussion together. Before discussing on the marketing strategy, we may discuss upon the product and its proposition. So, please enter your details above and we shall speak to you.

Looking for Leads provider for Mutual Funds

With Business Knowledge & Comprehensive Digital Marketing Services, We strive to provide the best in class and result Oriented Digital Marketing Services encompassing from Search engine to Content creation to Social Media Marketing to Website Design and Mobile App Development. We act as a business partner and assist business in strategizing the marketing along with its execution.

Interested !! Please enter your details and we will get in touch with you.

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