The financial world is saturated with investments, products, strategies, and philosophies. We believe that every firm has a unique story to tell - and more importantly - that this story can drive real results with clients and prospects. It was this vision which led Craig Hall to found Marketing Wiz. His team includes experienced, tech-savvy, and talented financial copywriters, graphic designers, digital analysts, and marketing automation specialists.
Every one of these individuals share a passion for rekindling the spark of human connection between financial brands and their prospects in an increasingly automated world. Our team understands the state of financial marketing today. More importantly - we are squarely focused on building tools, technologies, and content which will engage the next generation of investment clients.
These next generation clients, Gen X and Gen Y investors, are projected to inherit $30 trillion dollars from Baby Boomers over the next 40 years1. That is $2 billion worth of inheritance, moving every single day, for the next four decades.
Every one of these individuals share a passion for rekindling the spark of human connection between financial brands and their prospects in an increasingly automated world. Our team understands the state of financial marketing today. More importantly - we are squarely focused on building tools, technologies, and content which will engage the next generation of investment clients.
These next generation clients, Gen X and Gen Y investors, are projected to inherit $30 trillion dollars from Baby Boomers over the next 40 years1. That is $2 billion worth of inheritance, moving every single day, for the next four decades.
Services
We understand that your firm's ability to grow is dependent on your ability to innovate in three principle areas of management: people, process, and technology.
We combine technology with experienced insight, visionary strategy and human intelligence to scale your firm's ability to establish and nurture lasting connections.
Behind all those ones and zeros is a person with a specific set of likes, dislikes and motivational triggers.
We work with you to build a culture that humanizes big data.
We aspire to work with independent wealth management brands that believe they can make a difference in the world by helping others.
We combine technology with experienced insight, visionary strategy and human intelligence to scale your firm's ability to establish and nurture lasting connections.
Behind all those ones and zeros is a person with a specific set of likes, dislikes and motivational triggers.
We work with you to build a culture that humanizes big data.
We aspire to work with independent wealth management brands that believe they can make a difference in the world by helping others.
We are making investments in marketing resources but don't have a strategy to pull it together.
Our clients are typically invested in a range of third party marketing resources that include creative agencies and marketing technologies.
It is not uncommon to find significant investments in software licenses only to discover that the technology itself is unable to deliver on its promise to build stronger customer connections.
Whether you are currently working with a marketing partner or doing it all in-house, we can work with you to design a strategy that maximizes your existing investments by aligning your resources to achieve a set of stated business objectives.
Our clients are typically invested in a range of third party marketing resources that include creative agencies and marketing technologies.
It is not uncommon to find significant investments in software licenses only to discover that the technology itself is unable to deliver on its promise to build stronger customer connections.
Whether you are currently working with a marketing partner or doing it all in-house, we can work with you to design a strategy that maximizes your existing investments by aligning your resources to achieve a set of stated business objectives.
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