THE SLATA JOURNEY©
We develop and implement technology-driven, process-based marketing structures designed, to help you grow your firm.
When your brand reflects your beliefs and ideals, you attract the right clients for the long run. We surface and synthesize your core values into messaging that resonates in the financial services and technology industries.
GROWTH-FOCUSED CLIENT EXPERIENCE
A delighted client is your most effective lead-generator. We implement a client experience process designed to ignite word-of-mouth referrals.
CONTENT-DRIVEN LEAD GENERATION
Prospective clients want the right information to make informed decisions. We implement an efficient finance and technology content marketing initiative that targets the right lead with the right message.
Financial services firms suffer from long sales cycles, outdated service offerings and missed opportunities to generate new leads through digital channels.
We have more than 15 years of experience working with the world’s most sophisticated financial services firms, technology firms, Fintechs, investment banks, boutique investment firms, brokers, family offices and fund managers. Financial and technology expertise is in our DNA.
PROUD TO HAVE WORKED WITH GREAT TEAMS FROM AROUND THE GLOBE
We are Slata, a boutique marketing firm dedicated to creating, designing and implementing unique, process-driven, effective and efficient lead generation and client experience processes for the financial services industry.