Managed Account Marketing

Proven Marketing Solutions

Regardless of how attractive your website and brochure are or how engaging your social media posts are, if they are not converting visitors to leads and leads to investors, they are worth little more than the space they take up. Access a proven sales and marketing model here.

Lead Generation

Receive qualified leads of potential investors that have been matched to the best-managed account companies that suits their requirements. Our databases of potential prospects are in the millions and you can gain direct access to them here.

Consultation

On a limited, case-by-case basis, we can work directly with you and your team to build your sales and marketing systems. Implementing proven systems and training your teams on a model that has secured millions of pounds of investors funds.

Managed Account Set Up

Everything you need to recruit investors, including marketing material that has satisfied compliance in multiple countries. Saving you £1000’s when setting up your sales and marketing models for your managed account or brokerage.

Fast Effective Persuasion System

If you are struggling with recruiting investors, or banging your head against a wall when it comes to converting leads, or need assistance with marketing your managed account or brokerage, this system is the closest thing to ‘Magic’ you are ever likely to see…

Membership

Convertz – Membership: As a member you will gain access to effective marketing strategies, coaching, newsletters, webinars and more giving you the resources, tools and support you need to take your managed account and brokerage to the next level.

14 Years Marketing Experience

THE STORY ABOUT US

Since 2014 a team of award winning marketing professionals, with over 14 years experience of generating clients for a range of investments focused their skills on securing clients for managed account providers and brokerages. Nearly 6 years on they have recruited over 1000 investors across multiple managed accounts for numerous brokerages. Here you can access their proven recruitment model and implement it for your managed account or brokerage.

1000

Investors

Secured

Million

Deposited

Years

Experience

10000

Leads

Generated

We Have Worked With A Range Of

Managed Account Providers and Brokerages

Hartswell

Equitimax

AFX Group

STO

Synergy FX

Infinox

Vantage FX

ATC

How we can

Save Money

Access sales and marketing models that work, stop spending money on marketing campaigns that don’t convert, use proven methods now.

Save Time

Time is money, marketing campaigns can be very labor intensive. Focus your efforts on systems that have proven themselves time and time again.

Bespoke Service

Your business will have it’s own goals, our systems can be customized to suit any business, let us show you how they can work for you.

Convertz

TEAM OF EXPERT MARKETERS

We specialize in building automated systems for managed account providers and brokerages. Via our direct response marketing we are able to build measurable, reliable and predictable systems that attract your ideal investor to choose you.

Measuarble Results

100%

Marketing To Match The Behaviour Of Todays Buyers

100%

Online Automatic Customer Journeys

100%

Latest

News

Why Nurturing Leads Is Key

by admin 26th January 2016

Lead nurturing is crucial to Inbound Marketing and Sales. Here’s what you should be doing to effectively nurture leads through their purchase journey. The Value Offered By Effective Lead Nurture For most Inbound campaigns the prime goal is strong, relevant lead generation and conversion of…

Marketing

Align Your Sales And Marketing

by admin 26th January 2016

Time and energy spent chasing different prizes and valuing different elements of the journey serve no purpose for either camp. And will almost certainly lead to lost opportunities, smaller pipelines and reduced revenue. All of which is likely to impact trust and encourage finger pointing….

Marketing

Buying Cycle of Lead

by admin 25th January 2016

There are many parallels that can be drawn between flirting and moving leads down the B2B buying cycle. Both go through a number of stages, from initial awareness to developing an interest, and displaying clear signs of a willingness to commit. Not to belittle or…

Marketing

Can You Prove Your Marketing?

by admin 14th February 2015

You have a marketing strategy, but how do you know it is actually working and are you able to proof your ROI. The simplicity of marketing is that you know how good it is by the results shown in your numbers. If your not achieving…

Marketing

Testimonial

CUSTOMER REVIEWS

The team at Convertz secured millions of pounds of deposits into our managed trading services over a 3 year period. They implemented marketing systems that allowed us to track all aspect of client acquisition

Allan Foulkes

Equitimax - CEO

We started working with Convertz as we have limited sales and marketing experience for attracting retail investors. they are helping us appreciate the need for sales systems that match today's buyers

Justin Fowler

Bullioo Capital

Products and Services

WE OFFER

Silver Membership

£ 1499

/ Month

Digital Marketing Material

10 Hours A Month Consultancy

5000 Words of Compliance Checked Automated Content

Assistance With Automation Design

10 Webinars To Use

Mon-Fri : 9/5 Support

Gold Membership

£ 1999

/ Month

Digital Marketing Material

20 Hours A Month Consultancy

10000 Words of Compliance Checked Automated Content

4 Hours A Month Assistance With Automation Implementation

15 Webinars To Use

Mon-Fri: 9/5 Support

Platinum Membership

£ poa

/ Month

1 on 1 Tailored Consultancy Service

In House Marketing Team Will Create All Your Campaigns For You

100 + Leads A Week From In House Campaigns

Sales Service Use Our Inhouse Sales Team

Compliance Checked Standards

Mon-Fri: 9/5 1 to 1 Support

Access a proven investor recruitment model that is GUARANTEED to help increase your client accounts, reduce your investor lead costs and reduce your sales staffing costs.

This proven investor recruitment model has a near 6 year track record and if followed to the letter will put you in the best possible position to achieve the same success of investor deposits the team have achieved for multiple managed accounts and brokerages.