Investment Marketing Ecosystem

The digitization of financial services was moving at a varied pace and with different levels of urgency. A more competitive landscape was emerging and then a pandemic shifted the dial and accelerated the rate of change dramatically.

It’s not exactly considered the sexiest of industries but digital marketing for financial services is a necessity—your customers are living in a digital world, so that’s where you need to be as well. 

In this highly competitive digital landscape, building scalable marketing programs is more important than ever before. COVID-19 has pushed marketers to embrace new channels and evolve existing strategies. Many see the value in a partner ecosystem, but few know the ideal partner profile in this new era of digital marketing. 

We launched the online digital platform SmartMoneyMatch in January 2015 and have made great strides in rolling it out to supplement the buy-side discovery and due diligence process and connect the stakeholders in the investment industry.

The platform uses investor preferences and deal-highlights to make a market in all kinds of investments with the mission and vision of being the world's leading marketplace for investment matching in compliance with any online promotion laws.

Additionally, it also allows you to search service providers or offer your services, connect with and message other userssearch for and announce relevant events, find jobs, post vacancies, or publish articles. Furthermore, all users have a profile page where their activities—as an investor, asset manager, or service provider—can be described and can be listed in the searchable business directory.

Kind regards,

Martin Signer
Managing Director

SmartMoneyMatch is your marketing partner in the investment industry

With a network of more than a million 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 in the business and service provider directories.

• Your offered investments on that others can browse for suitable options.

• An RFP on for your investment procurement.

• Your events on to be found in the event calendar.

• Your vacancies on to attract talent.

• Your banners on 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 more than a million professionals:

• ​​​​​​These can e.g., be presented as featured investments in our million+ subscriber English newsletter for $980 EUR.

• Dedicated partner emails that start from $33/1,000 subscribers (for links to SmartMoneyMatch, respectively $67/1,000 subscribers for external links). These emails can be segmented by country and language (English, German, French, and Spanish). For bigger segments, we give significant discounts.

• 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,
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© 2021 SmartMoneyMatch
SmartMoneyMatch is a brand of 4Finance Ltd.
P.O. Box 159, 6312 Steinhausen, Switzerland
Registered in Switzerland as Ltd, Company Number CHE-113.803.925


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