About the customer
Investment Quorum is a London-based independent wealth management firm specialising in financial planning and investment management for private clients, trusts, charities, and corporates.
Investment Quorum provides financial planning solutions underpinned by leading investment strategies for private clients, trusts, charities, and corporates.
As a business in the financial services sector, trust and transparency are critical to the company’s success. A recognition of this is demonstrated by their accreditation as a B Corp; requiring Investment Quorum to commit to high standards of business practice, as well as close scrutiny of the wider impacts of their business.
The challenge
In order to migrate from their existing setup with Customer.io, Investment Quorum needed a platform that could integrate with their modern marketing tech stack, including Notion as their CRM, as well as deliver on the following key business objectives:
Capture prospective leads for their newsletter via Forms on their website.
Monitor the progress of their client base through their sales funnel via detailed user segmentation and automatic status updates.
Report on the engagement level of their client base.
Launch weekly newsletter campaigns with a user-friendly HTML tool.
A series of email campaigns, such as new client onboarding, prospect nurturing, and tax-year-end.
Results
The team at Investment Quorum integrated their user data via the EcoSend API, allowing them to segment their broad list of contacts down to detailed segments based on user characteristics, such as plan type, activity level, and status.
This allows them to monitor and report on the health of their client base, as well as the progress of prospects through their sales funnel.
New prospects to the Investment Quorum website are added to their EcoSend Contacts database via a website Form, continuously nurturing their prospect list.
Investment Quorum also uses the EcoSend Broadcast function to send a weekly newsletter to its subscribers. Their newsletters give the “Lowdown” on trends in the financial sector, drive traffic to their latest articles, and nurture prospects onto calls with their team.
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