Marketing in the investment industry

Published by

Sep 29, 2019

 

As a professional in the investment industry, you are aware that convincing people to invest in your opportunity or to use your offered service requires the ability to build and sustain relationships. It doesn’t matter whether it's a brand new venture, an improved business idea or traditional offerings like stocks and real estate. You still need to lay a foundation of credibility and trust while using marketing strategies that turn prospective investors into satisfied clients who feel you provide the answer to their needs.

You must know your target market to implement marketing strategies. Once you identify the common characteristics, you know what to look for in finding more prospective clients. 

To achieve this it makes sense to optimize your web presence by using SEO and to register and create social media profiles on LinkedIn, Facebook, and Twitter. It is also an advantage to use specialized platforms like SmartMoneyMatch to get your message across by creating an organization profile, posting articles, banners, and depending on your offerings, jobs, investments, or to respond to RFPs, and also to connect with prospective clients and peers.
It also makes sense to create target mailing campaigns and to organize and attend events.

Kind regards,

Martin Signer
Managing Director
 
 

SmartMoneyMatch is your marketing partner in the investment industry

With a network of 300,000+ professionals in the investment industry, SmartMoneyMatch helps you with your marketing efforts by putting your offers in front of the right audience. You can list:

•  Your organization on SmartMoneyMatch.com/user/createorganization in the business and service provider directories.

• Your offered investments on SmartMoneyMatch.com/user/addinvestment that others can browse for suitable options.

• An RFP on SmartMoneyMatch.com/user/rfp for your investment procurement.

• Your events on SmartMoneyMatch.com/event/new to be found in the event calendar

• Your vacancies on SmartMoneyMatch.com/user/createjob to attract talent.

• Your banners on SmartMoneyMatch.com/banner/new to get seen by the right professionals.

As SmartMoneyMatch runs—analogous to LinkedIn or Facebook—a freemium model, you can decide whether to use the complimentary listings and get some visibility or use the pay-per-click option where you can define your click rate and a maximum budget to get increased visibility. You will only be charged for the realized clicks.

We also offer the following opportunities for mailings that can go out to 300,000+ professionals:

• ​​​​​​These can e.g., be presented as featured investments in our 300,000+ subscriber English newsletter for 900 EUR.

Dedicated partner emails that start from 60 EUR/1,000 subscribers. These emails can be segmented by country and language (English, German, French, and Spanish). For bigger segments, we give discounts of up to 8,700 EUR for the whole database of more than 300,000 subscribers.


• We can also offer other options like e.g., presenting your organization in our English, German, French, or Spanish newsletter. Interested? Do not hesitate to contact Martin Signer, +41433331038, Martin.Signer@SmartMoneyMatch.com
Contact us


Featured Investments

Zapaygo

Business: Mobile Pre-Ordering App
​​​​​Purpose: Security Token Offering
Type of Investment:Sec Reg D (US Citizens), Reg S (rest of world)​​​​​Required Capital: max. $4.88m
Contact: Elliot Hall, +44 7919 555 777, elliot@zapaygo.com

Whitetip

Investment type: UCITS or separate managed accounts
Investment strategy: Tactical income strategy
​​​​​Purpose: Increase awareness
Contact: John Ryan, +33 785 366 048, jr@hfmarketinginc.com

Braeburn Whisky Casks

Type of Investment: Managed account of whisky casks
Contact: Get your calendly appointment with Samuel Gordon

More investments
 
 

Recommended events
 

For registration and discount information visit the page links

Financial Crime Executive Roundtable

Sep 30 - Oct 1, 2019, New York

ResourceStocks Sydney 2019

Sep 30 - Oct 1, 2019, Sydney

Indonesia BFSI Innovation Summit 2019

Oct 1 - 2, 2019, Jakarta

Business Innovation Week Switzerland

Oct 1 - 3, 2019, Zurich

IR Magazine Global Forum & Awards

Oct 2 - 3, 2019, London

IR Magazine Forum – Women In IR

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IR MAGAZINE Think Tank - Canada

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SSC & GBS Trends 2019

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European CLO Summit

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Family Office Day

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Georgia iGaming Affiliate Conference

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Private Equity Real Estate Forum

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Family Office & Private Wealth Management Forum West

Oct 23 - 25, 2019, Napa

Crypto Expo Singapore

Oct 26, 2019, Singapore

Total Telecom Congress 2019

Oct 29 - 30, 2019, London

Risk Based Auditing MasterClass 2.0

Oct 30 - 31, 2019, Budapest

IMPACT>MOBILITY USA

Nov 4 - 5, 2019, San Diego

Cyber Insurance USA 2019

Nov 4 - 5, 2019, Chicago

The Risk & Compliance Leaders Summit

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Women in Leadership II. – Self-Esteem MasterClass

Nov 6 - 8, 2019, Budapest

The ESG Integration Forum - Europe

Nov 7, 2019, London

Corporate Governance Awards

Nov 7, 2019, New York

Endowment & Foundation Forum

Nov 7 - 8, 2019, Boston

Finance for non-finance Managers MasterClass

Nov 7 - 8, 2019, Budapest

Design Thinking MasterClass

Nov 7 - 8, 2019, Budapest

CMC Biopharma MasterClass 3.0

Nov 7 - 8, 2019, Budapest

Crypto Expo Vietnam

Nov 9, 2019, Ho Ch Minh City

Private Wealth Excellence Forum 2019

Nov 11 - 12, 2019, Frankfurt

FinTECHTalents

Nov 11 - 13, 2019, London

IR Magazine Awards - Brazil

Nov 12, 2019, Sao Paulo

IR Magazine Forum - Women in IR

Nov 12, 2019, London

London Summit 2019

Nov 12 - 13, 2019, London

Private Wealth East Forum

Nov 13, 2019, New York

Insurance Innovators Summit 2019

Nov 13 - 14, 2019, London

InsurTech Asia Summit 2019

Nov 14 - 15, 2019, Singapore

BlockShow Asia 2019

Nov 14 - 15, 2019, Singapore

EHS & Sustainability 2019 9th Edition

Nov 14 - 15, 2019, Barcelona

Elite Summit

Nov 18 - 20, 2019, Montreux

AI & BLOCKCHAIN SUMMIT

Nov 19 - 21, 2019, Barcelona

Connected Insurance USA 2019

Nov 20 - 21, 2019, Chicago

Corporate Secretary Think Tank - US

Nov 21, 2019, New York

Corporate Governance Awards

Nov 21, 2019, New York

7th Annual Back Office and Operational Excellence Forum

Nov 21 - 22, 2019, Budapest

Financial Market Infrasctructure Summit

Nov 21 - 22, 2019, Barcelona

Advanced Organisational Design MasterClass

Nov 21 - 22, 2019, Vienna

Next Generation Performance Management Masterclass

Nov 21 - 22, 2019, Vienna

Going Global Live

Nov 27 - 28, 2019, London

Insurtech Insights - Hong Kong 2019

Nov 27 - 28, 2019, Hong Kong

Alternative Investing Summit

Dec 4 - 6, 2019, Dana Point

ESG Integration Forum

Dec 5, 2019, New York

 

IR Magazine Forum & Awards - Greater China

Dec 6, 2019, Hong Kong

Blockchain & AI Eventon

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CLO Summit

Dec 8 - 9, 2019, Dana Point

Private Wealth Switzerland Forum - Zürich

Dec 10, 2019, Zurich

7TH GLOBAL INSTITUTIONAL REAL ESTATE FORUM

Dec 11 - 12, 2019, New York

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View more events

 

Be seen. Be heard. Be remembered.

We offer visibility to our network of 300,000+ people:


To find out more, get in touch with
 Martin.Signer@SmartMoneyMatch.com +41 43 333 10 38.

 
 

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