Join our wealth management panel

A panel for independent UK financial advisers who are looking for savings and investments to tax planning, pensions and retirement enquiries.

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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 advisers 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.

Let us 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…

Book your FREE demo

We use specialist technology and expertise to generate thousands of enquiries via search engines, social media, TV, radio and many other marketing channels via unique targeting – utilising panel firm feedback in our Lead Management Portal.

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.

The Financial Advice Experts

Did you know?

Enquiries are evenly distributed on a cab rank system and hot-key call transferred to panel firms during office hours. These leads are accessed by firms via our secure lead management portal.

Book your demo

What to expect next?

After submitting the booking form for a free demonstration, a member of the mmadigital team will be in touch within 24 hours to arrange the best day and time for you. For an online demonstration, all you need is an internet connection (via. computer, tablet or smartphone) and access to a phone.

Let’s start a conversation

Get in touch, book your free online demonstration of our platform and let’s explore your case acquisition plans.

Book a demo today