SERVICES
ETF CONSULTING SERVICES
ETFI Marketing Services (ETFI) offers personalized ETF product consulting with an emphasis on marketing and distribution services from U.S. ETF industry professionals with extensive experience in all asset classes. We use our core strengths in content development and digital marketing to enhance your fund’s visibility and profile. Our full-time design professionals then create the brand and all the support materials.
The core of an effective marketing & communications program is getting the right message in front of the right audience. At ETF Insight (ETFI), our experience in the ETF industry spans distribution, capital markets, marketing, public relations and advertising. Through our expertise in content development and digital marketing we measure the ROI in every effort, then we create your fund’s identity and messaging, then deliver it to your target audience via multiple channels and refine based on what’s is resonating with the target audience.
• A Customized Product Evaluation with a personalized Marketing Plan
• U.S. ETF Industry Professionals with Legal, Capital Markets and Exchange connections
• ETF Platform Roadmap with contacts and introductions
ETF PRODUCT EXPERTISE
One of our core strengths is our ability to develop materials for complex financial products that represent a deep level of financial acumen. We start with creating multi-media marketing materials that tell your fund’s story. These may include factsheets, investment cases, explainer video’s and investor presentation decks. Having a strong digital marketing plan is more important today than ever before. Your digital presence may include Google AdWords, Social Media, Webinars or Digital Ads. ETFI will deliver your brand message to the ETF buying community.
ETF START-UP EXPERIENCE
Having launched over 20 ETF’s in the last 5 years, ETFI has walked clients through all the decisions needed to make a successful ETF launch. Choosing a platform or being the issuer, firms need a consultant partner to limit mistakes and save time when launching an ETF for the first time. Whether it is choosing your industry partners from the exchange, a Lead Market Maker, an AP, getting seed capital and getting the AP agreements in place are all key components.
ETF DISTRIBUTION ROADMAP
ETFI uses our industry key contacts and relationships to put your fund’s message in front of decision makers at small and independent retail platforms, allocators, model managers and large wirehouses and institutions. While, at the same time, working with your sales team to generate weekly leads and identify your target audience by segment. Targeted distribution of your message to RIA’s and FA is the first step in reaching allocators. We use PR and social marketing to a retail audience to optimize distribution of your fund’s messaging.
ETF WEBSITE
We can design your website using our years of experience in lead capture to make sure the user experience is educational, FINRA compliant and captures lead contact information for a possible drip marketing or lead nurturing campaign. Using our years of marketing experience we will develop the fund website to enhance your fund’s visibility and profile with the right target audience.
MEDIA BUYING
We can optimize your media spend whether it is TV, Digital or Print campaigns. WE provide full reporting and develop specific tracking back to your website.
