Discretionary investment management specialist, TAM Asset Management, was launching two new services:

  • FinchTech – a white labelled online investment service for IFAs
  • Greenfinch – a direct to consumer service to be used by charities to raise additional funds from existing donors with assets under management.

TAM’s Objectives

  • Raise awareness of ‘robo adviser creep’ in the IFA community
  • Boost organic website keyword rankings
  • Generate marketing qualified and sales qualified leads for main TAM business, FinchTech and Greenfinch 

Our Strategy

We developed a bespoke digital PR strategy that included:

  • Set up and management of marketing automation software for content marketing lead generation, lead tracking and cross selling automation
  • Downloadable hero content to help IFA audience deal with threat of robo advisers
  • Media relations based on pain points of IFA and charity audiences
  • Optimisation of onsite content for increased organic search visibility

The Results

The campaign delivered:

  • 51 pieces of tier one coverage (including FTAdviser, City AM, bobsguide, Wealth Management, Professional Adviser, Money Observer, International Adviser, Global Capital)
  • 15 media interviews
  • Net gain of 406 organic places in Google across multiple keywords
  • 59 ready-to-nurture marketing qualified leads from content downloads
  • 33 ready-to-buy sales qualified leads from PR and SEO activity 

“TopLine Comms are a dream to work with. Their knowledge and expertise is second to none and we are delighted with what they have achieved and created for our company to date. We look forward to continuing our work with them and would thoroughly recommend their services to any firm looking for a professional, driven and friendly agency, that is easy to work with and committed to getting you the best results.”

Lester Petch, CEO, TAM Asset Management

 

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