FiComm is a PR + Marketing agency in the Wealth Management industry that strategically works alongside advisors, advisory firms, wealth management platforms and asset managers at every state of growth to drive towards business goals and provide solutions that elevate, educate and inspire. FiComm reached out to ATAK to confront one of their main challenges:
- They had four clear service lines they wanted to clearly showcase their offering to different buyer personas.
- They wanted their "New Skool" brand aesthetic incorporated to showcase their commitment to authenticity and innovation.
- The company was launching an Advisor Marketing Bootcamp product that could scale and needed help incorporating the right technology to automate the sign-up and onboarding processes.
- They needed sales + marketing automation for all service lines to qualify and nurture prospects through the funnel.
New Skool Brand Incorporated
ATAK met and onboarded the FiComm team through multiple strategy sessions to fully understand their business and what they wanted out of their new website and HubSpot setup. HubSpot was going to be the key to automating the sales and signup processes for their service lines, including a new "Advisor Marketing Bootcamp" they were turning into a scalable product for the entire Financial Advisor market.
We simultaneously architected how a new website would integrate with HubSpot to ensure our design + automation efforts were aligned and FiComm prospects were getting the right message at the right time.
On the website side, our team of designers created a UI/UX heavy redesign for FiComm that focused on creating clear delineations between their four main services: Advisor Marketing Bootcamp, AmpliFi Podcast, Strategic Marketing + PR, and FiComm Studios, and working fun, bright colors into the design to reflect their aesthetic.
Once the design was finalized, we moved to code the new FiComm website on HubSpot CMS Hub. They wanted a tighter, cleaner sitemap with a more intuitive flow and we also needed to code the page templates accordingly so the FiComm team would be able to make future updates themselves with ease.
While the site was being designed, our Technical Marketing Team was working with FiComm to architect workflows and sales automation for each of their service lines. We presented a series of lucid charts with if/then conditions that helped simplify the prospect journey.
Once the site was developed, the final step of the project was the implementation of HubSpot Marketing Hub to help the FiComm team set up and build comprehensive automation for their services. We imported lead data and set up an integration with their Salesforce account, as well as reviewed their current setup for contacts, companies, properties, and list segmentation. We also created email templates and constructed multiple lead nurture campaigns for the FiComm team to launch and utilize.
New Skool Podcast Page Design
Podcast Episode Page Design
Who We Are Page Design
We Are New Skool Page Design