UK mid sized IFA wanted to develop their client attraction and communication through social media and online marketing while ensuring their platform was able to accommodate clients who wished to trade execution only alongside their advised portfolio. Moneysmith worked with a national marketing business to develop a suitable strategy utilising highly targeted social media advertising, digital banners and articles produced for popular social media platforms. Wide reaching cost effective marketing was achieved. Twitter feeds and updates established for existing clients to follow.
Existing wrap platform integrated into standalone trading interface to allow clients to complete execution only trades.