full service marketing for financial firms
SET YOURSELF APART.
COHDA works exclusively with financial firms both big and small. We combine the personalized attention your clients expect with world-class digital marketing automation to set your firm apart. Services are offered on a retainer basis. Explore them below.
digital
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The pay-per-click model is offered primarily by search engines (e.g., Google) and social networks (e.g., Facebook). Think the ads at the top of search results.
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Lead generation is the initiation of consumer interest or inquiry into products or services of a business.
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The creation and sharing of online material (such as videos, blogs, and social media posts) that does not explicitly promote a brand but is intended to stimulate interest in its products or services.
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One of the major advantages of having a website is that it is accessible to anyone, anywhere, anytime. Even during non-business hours, customers can access your website and avail your services or get the information they need.
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Email marketing allows you to build relationships with leads, customers and past customers. It's your opportunity to speak directly to them in their inbox, at a time that is convenient for them.
automation
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Manage pipelines, collaborate efficiently across deal teams, leverage internal and third-party data, and ensure information is shared with the right people at the right time.
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A drip campaign’s primary goal is to nurture subscribers, deliver highly relevant emails to convert them, and, essentially, meet them at every step of the sales funnel.
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Streamline a business for simplicity, achieve digital transformation, increase service quality, improve service delivery or contain costs.
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Analytics allow you to quantify the effects of making a change to your marketing strategy, and that's invaluable to the process of improving and optimizing online marketing campaigns.
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Automate cards and gifts for major events and occasions.
client services
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Direct mail marketing is any physical correspondence you send to customers in the hopes of getting them to patronize your business.
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Build better business relationships when you remember client's birthdays.
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Referrals from happy customers are worth their weight in gold.
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A welcome packet is a fantastic way to communicate your business processes and policies to your clients and set healthy boundaries and expectations from the beginning, streamlining your client onboarding process.
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Customer satisfaction surveys allow companies to view the unfiltered impressions, whether positive or not-so-positive, about the service the customer experiences. Such in-depth data provides the important information that is integral to improving products and services.
download the free ebook:The Beginner’s Guide to FINANCIAL Marketing
HOW IT WORKS
ideate.
We start with a full audit of your current marketing and sales processes and determine the major pain points. We work closely with you to determine the best message for your audience and begin drafting content pieces, dashboards, and other tools.
implement.
After mapping your path to success, we begin the implementation process. We loop in and train the major teams and stakeholders on the changes we’re making, the impact they’ll have on the business, and the best ways to get value from this tools in their roles and functions.
iterate.
Once the major systems are created and implemented, we shift to focus more on content strategy and client outreach. We meet with you to keep a pulse on your business and the impact of the marketing projects, and adjust and shift things as necessary to meet your firm’s growth goals.
the savvy choice
By offering an end-to-end marketing solution, COHDA is able to help firms save money on their outsourced teams. Other agencies charge based on how much of your money they spend. Our monthly flat fee means you don’t get charged more just because your business is doing well. Having everything under one roof also eliminates the hassle of managing multiple agencies and ensures your marketing efforts are running in sync across all your channels.
