Digital and Social.
Developing a digital presence for investment and wealth management firms requires a deep understanding of the business. This includes what it needs to do to grow—and how it generates revenue.
Our digital and social media work complements our PR and content services. In each of these areas, the goal is to get attention and raise visibility.
Digital and social—including social media, email marketing and websites—drives added awareness and enables enhanced measurement and attribution. When public relations and digital marketing work together, connections are made and insights are gained that elevate the contribution of both.
Digital services for independent RIAs.
Independent wealth managers’ desire for profitable growth invariably leads them to digital strategies to efficiently market, engage and convert online interest into opportunity.
Websites communicate “right fit” client requirements. Emails serve, soothe, and retain relationships. We help with strategic positioning and leveraging the digital marketing tech stack (i.e., website, email platform, CRM) to achieve these goals.
Digital and Social FurtherFaster Proofpoints.
Background
In addition to everything new that comes with launching ETFs, this would-be ETF issuer needed wholesale changes made to their mutual fund-centric website in order to accommodate the new product line.
Scope of work
The client is a business unit of a larger firm whose investment operations extend beyond mutual funds and whose enterprise resources are not intimately familiar with the intermediary channel. After conducting a holistic analysis of the firm’s current site, Lowe Group’s LG Digital provided extensive recommendations for overall elevation of its presence on the web. Combining search engine and industry best practices, the findings delivered actionable steps for the internal and external development partners to best leverage their content management system and marketing automation platform.
Outcome
The shared insights provided the resource teams with a deeper understanding of what was needed to support their business unit’s important new initiative. Development of the site is underway ahead of a 2025 product launch.
Background
A significant investment was made to acquire tens of thousands of vetted email addresses matched to this investment firm’s capabilities. The ask for Marketing: engage and test the list for business potential, with the intent to graduate promising contacts to Sales for further exploration.
Scope of work
The development of a nurture strategy spans multiple functional areas (e.g., Distribution, CRM, Business Intelligence, email, content, analytics). Lowe Group’s LG Digital partnered on the full range of what needed to be done: list segmentation, content development, journey building, systems prep and measurement.
Outcome
Watch this space for an update. While the client is pleased with the strategy work to date, the pilot project is in the field.
Background
The growth of this $5 billion RIA was thanks to referrals from happy clients. The website wasn’t a priority for management, but the firm’s investors thought it was time for an upgrade. In fact, reliance on a cookie cutter website builder platform led to the site being bloated with the very same content the platform was also publishing to dozens other advisory sites.
Scope of work
A day of interviews with the principals, followed by a few light brand-building exercises, helped LG Digital and Lowe Group’s Content Services team collaborate on revised positioning. This work was followed by the development and launch of a new, contemporary, differentiated website that better reflected the unique value of the firm and its people.
Outcome
Launched in September 2024, the site has received acclaim from clients and is climbing up the search results.
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