Fundzen offers lean, fractional marketing for smaller investment firms, from asset managers to financial advisors. We provide cost-effective solutions between no marketing and full-time resources.
From websites to content marketing to sales collateral, Fundzen covers all your needs. Because no matter your scale, you can't afford to ignore marketing.
Do The Math
For every $1 spent on sales teams, successful firms spend between .30¢ to $1+ on marketing, depending on demographics and distribution. Why? Good marketing feeds and amplifies sales efforts. But many smaller firms in our industry aren’t at a scale where it makes sense to hire a full-time Chief Marketing Officer. So marketing functions either get piecemealed to agencies or graphic designers — who typically lack expertise in the industry — or worse, critical marketing functions are simply ignored. Sound familiar?
On your team
Fundzen partners with you to become your internal, fractional marketing department. We’ll join you for strategy meetings and become part of the family. We’ll even work in-house when you need us most. We’ll work alongside sales — with digital lead-generating technology — and we’ll keep our eye on the ball when it comes to your brand reputation and product messaging.
We have straight-forward, monthly packages designed to fit your goals and budget.