Wealth management

Built for independent financial advisers in the UK, this proposition delivers regular wealth management enquiries from affluent people seeking to achieve their financial goals, from savings and investments to tax planning, pensions and retirement. New enquiries are delivered either direct as raw enquiries or vetted against your own specific criteria.

Independent financial advisors who subscribe benefit from economies of scale in digital marketing expenditure together with access to our intelligent lead generation platform, reducing their acquisition cost per enquiry.

The Financial Advice Experts

Our financial advice website, The Financial Advice Experts, is powered by our intelligent lead generation platform.

The platform uses real-time lead conversion data direct from our IFA members to create algorithms. These continuous learning algorithms place ads on digital channels in the most efficient positions, on the best performing times and days of each week in real-time. Thus, giving us efficiencies and accuracy like no other in this market.

As a Google partner, we also have access to market data that a lot of businesses don’t, helping us stay one step ahead of our competitors.

Let our platform do the hard work for you

Our disruptive platform allows us to use real-time lead conversion data to create algorithms. These continuous learning algorithms place ads on digital channels in the most efficient positions, on the best performing times and days of each week in real-time. Thus, giving us efficiencies and accuracy like no other in the market.

We are therefore able to acquire new customers much more efficiently than any of our clients can do with their digital marketing budgets, so why not have a demo to find out more…

Message for your Free demo

What to expect next?

After submitting the booking form for a free online demonstration, we’ll be in touch within 24 hours to arrange the best day and time for you.

For the demonstration, all you need is an internet connection (via. computer, tablet or smartphone) and access to a phone.

We are currently offering a limited number of trials of the platform, which we will cover during the demonstration.

mmadigital platform demo