Prospecting, Certification, Client Management: Launching a Full-Circle Brand Strategy

The research-oriented financial services firm Zacks Investment Management has been headquartered in Chicago for decades, steadily growing both their retail and institutional divisions.

Their latest (and one of their most successful) developments is a custom asset management service offered to financial professionals who are looking to deliver more for their top-tier clients. The service has tremendous value, but although the Zacks name is known across the United States, their custom asset management service is not. 

As part of a comprehensive brand overhaul, AdvisorBranding is implementing a full-circle solution with three main components:

Prospecting: Promotional collateral and marketing campaigns focused on introducing the service to existing networks and subscribers.

Certification Program: An online hub of gated content that enables financial professionals to learn the ins and outs of the custom asset management program, with opportunities to connect with the Zacks team for discussion and onboarding.

Client Management: A secure portal for new and existing clients, facilitating document access and relationship management as the program grows. 

The result is a turnkey marketing machine that draws in new users with valuable content, creates opportunities for conversion, and on the same platform provides an exclusive and practical CRM tool that enhances the value of this unique financial service. 

Using contemporary and customized technology, combined with polished branding, Zacks is sending a very clear message: this service is a remarkable opportunity for financial professionals looking to attract and retain not just any investors, but high-net-worth individuals in particular.