Synergy FX

Convertz worked with Synergy FX in 2015 and 2016 raising funds for their managed account portfolio called Phoenix. Using Synergy’s internal databases Convertz were able to secure deposits from data that was Synergy believed were no longer useful. Convertz revised the whole sales and marketing process and were instrumental in developing and introducing autoamtion marketing. Convertz implemented a sales and marketing strategy across the brokerage and funds management business and trained key members of staff on how to use this for getting the best ROI on leads.