Are You an Innovator or Early Adopter?
Apply to be part of our Market Innovator Program
5150 is rolling out an “invitation-only” opportunity designed specifically for financial services innovators and early adopters.
The program represents a unique opportunity to embrace the benefits of data-driven marketing and communications with a customized service package consisting of:
- Data Consolidation/Unification and Storage
- CRM Customization/Optimization/Sales Enablement
- Ideal Investor Persona Creation with Conversion Playbooks
- Content Creation, Curation, and Management
- Omni Channel Campaign Design and Automation
- Real-time Campaign Oversight and Management
Additionally, as part of the program, participants will receive a:
- Detailed market analysis of your firm and competition.
- Market trends/capital flows report, including analysis of LP community.
- Technology audit of your systems and capabilities.
- Keyword/phrase analysis for SEO/SEM optimization.
- Social media landing page setup
- Password protected client portal with customized KPI dashboard,
- Investor data room with guest tracking features
Invited participants will be assigned a dedicated team to guide them from beginning to end, allowing selected participants to design and test data-driven marketing, prospecting, and communication strategies and tactics.
