Our Marketing Offer
Raising institutional level investment capital, leveraging a core digital marketing strategy, augmented by artificial intelligence, developed and continuously refined by our marketing and operations teams, over the past 14 years.
The introduction of new strategies to potential clients, managing day to day contact with investors and retention of existing clients, through healthy marketing practices, including monthly detailed updates, deep data analytics and prompt, accurate and appropriate responses.
Our experienced financial marketing and operations teams will work with your Managers/Analysts to reduce the burden of client interactions on your investment managers by doing the ”pre-call leg work” of tracking, hunting and introduction of pre-qualified candidates.
Our Data Analytics Explained
Through augmented intelligence, utilising data tracking software embedded in our marketing communications, in order to better understand our clients’ needs, we track individual engagements; these data points provide invaluable insight into our target audience. Examples include:
- Emails opened (for less than 5 seconds)
- Emails read (for more than 10 seconds)
- Emails forwarded
- Emails printed
- Documents opened
- Links clicked
Through augmented intelligence, utilising data tracking software embedded in our marketing communications, in order to better understand our clients’ needs, we track individual engagements; these data points provide invaluable insight into our target audience. Examples include:
Monthly Reports
Using our proprietary analytics software, We publish two main reports per month. In addition to data tracking, our program generates and sends the publication, inclusive of checks and balances to ensure no mistakes are made. Mailing lists are built into the system, and thereby synced with unsubscribe features.
Our CRM Explained
We have created a custom designed financial CRM database, which utilises the data collected, and through augmented intelligence, determines which investors are interested in our marketing material, as well as the degree to which they have interest (the “Heat Map”).
Once a contact is imported, we are able to see all the client’s information and engagements, in one concise location. We can also add or remove them from a mailing list and set future tasks.
We work daily out of the tasks section of the system database. We are able to provide daily/weekly lists of interested clients for your team to chase. We then follow up with the client at an optimised time, leveraging a proprietary data set.
Proprietary Database
We utilise a secondary CRM as a back up database, consisting of all contacts we have not yet introduced ourselves to.
This is where we source new leads, and where we are able to break down the list of 24,000 contacts by Geography or Investment type.
We continuously update this database with new investor names.
Client Retention
Other Services
Digital Marketing
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Whether you're exploring new investment opportunities or looking to strengthen your portfolio strategy, our team is here to help. Get in touch to find out how SphereInvest can deliver insight, performance, and long-term value tailored to your goals.
Have any Question?
+353 1 578 1991