TAKING NEW BRIEFS · Q2 / 26
A senior operator sets up and runs marketing automation for banks, advisors and insurers the way regulated firms need it — segmented lifecycle programs, lead scoring tied to your CRM, clean data, and workflows your compliance team can approve.
“In financial services, automation only helps if it clears compliance and reaches the right person at the right time. Most setups do neither.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
We design nurture, onboarding and lifecycle workflows with a review-and-approval step and clear records, and write content that avoids the promises and claims regulated marketing can't make. [VERIFY: confirm which regimes apply — e.g. FINRA, SEC, state insurance — and your archiving requirements]
We segment by relationship, product and life stage and build the automation that sends relevant, timely communications — onboarding, cross-sell where appropriate, re-engagement — instead of one-size-fits-all email.
We set up lead scoring and routing connected to your CRM, with deliverability handled (authentication and list hygiene), so qualified leads reach advisors or sales quickly and your reports are trustworthy.
We get the foundations right — data, deliverability and a compliance-friendly workflow — then build and run segmented programs with reporting your team and your compliance officer can both read.
We review your platform, data, deliverability and current programs, and agree the compliance review workflow.
We build lifecycle journeys, lead scoring and routing, and on-brand templates ready for sign-off.
We launch segmented programs, test content, and keep data and deliverability healthy.
We report on engagement and pipeline impact in plain English and refine each cycle.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
Segmented, well-targeted programs your compliance team can approve — and your CRM can act on.