Financial Professionals
In today's AI digital era is your business being left behind?
With our Done For You AI solutions, you can overcome the chaos of digital outreach to attract more clients & secure your market success, using the latest Ai systems & technology.
Use AI to get found by AI.... It's a win - win!
It's Time to showcase your expertise &
make your business efficient & Profitable.
Financial Advisors
Accountants
bookeepers
Mortgage Brokers
Insurance Brokers
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Let Money Marketing Get Your
Financial Business Seen & Heard!
For most financial professionals, marketing is not your superpower - you are the numbers people! We get your business out there in front of your existing and new customers to be seen and heard on AI Search, social media, email and websites.
We get people coming to your digital door, and it is all done for you .
It's the bread & butter for Financial Businesses
Get More Customers
We set up a way to interact with your customers, keep them in the loop with what's new, and talk about off your latest products or services.
It's all about making sure they know you've got the inside scoop. Plus, we'll help you reach out to even more people. Tell them what you're all about, what you offer, and why it will be beneficial for them.
Find that something 'special' you've got and make some noise about it!
Too busy to do your business Marketing?
Done For You
Are you caught in the whirlwind of client meetings, team management, and business operations? We understand that marketing often takes a back seat when you're busy delivering excellent financial services. That's exactly where Money Marketing steps in.
Here's how we transform your digital presence without taking your time:
Professional Online Representation
- We create and maintain a consistent, polished brand presence across all digital platforms
- Your expertise shines through every piece of content we create
- New clients instantly understand your value proposition and expertise
- Your online presence works 24/7, even when you're busy with clients
Smart Business Automation
- Streamlined client onboarding that saves hours of manual work
- Seamless customer interactions with intelligent automation
- Automated information gathering and processing
Time-saving systems that maintain the personal touch your clients love.
Making Business Simple
Easy Peasy
Creating simplicity for you, delivering a multifaceted experience for your customer.
With 3 easy steps we can get your business showing up online.
1. YOU CALL US
2. WE SETUP THE SYSTEMS
3. WE BUILD, DELIVER & MONITOR
And you can just kick back & watch...
AI Marketing & Operations Service Plans
Select the plan that's right for your customer & your business.
Get Found & Organised
Marketing
Ai
Lite
- Social media
- Email marketing
- SEO Article or Blog writing
- Automated Google Reviews
- Integrated Calendar Booking
Marketing
Ai
Assistant
Get Seen & Heard
- Social media
- Email marketing
- SEO Article or Blog writing
- Automated Google Reviews
- Integrated Calendar Booking
Plus
- Reactivation campaign
- Facebook advertising
- Website AI Chatbots
Operations
Ai
Office Lady
Get efficient
- AI phone Agent
- Pipeline Management
- Calendar Booking
- Document Signing
- Document Sharing
Marketing & Operations
Ai
Agent
Get Seen, Heard & efficient!
Everything!
- All the automations
- All the AI agents
- All the content
- All the advertising
All the clients...
