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marketing

Relationship Velocity

services offered

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lead management

32 Digital Lead Sources

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offer management

20 Offer Types

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technology management

45 Marketing Technology Categories & 15 Industry Categories

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client segmentation analysis & Utilization Practices

64 Consumer Segments

success stories

Conducted a marketing operations assessment and a new vendor expansion search initiative. Turned static web banners into smart web banners. Resulted in a 464% increase in digital exposures and a 371% increase in digital product sales.


A wealth management technology company needed marketing and business development support. Outsourced 100% of marketing and sales resulting in 200% increase in revenues in the first year, 100% in the second year - ROI 200%.


#7 A wealth management technology company needed marketing and business development support. Outsourced 100% of marketing and sales resulting in 200% increase in revenues in the first year, 100% in the second year - ROI 200%.





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