Marketing Effectiveness & Strategy Audit

Marketing in asset management and investment trusts isn’t easy. Even strong campaigns can fall short if they lack focus, measurable objectives, or a strategy grounded in evidence. That’s where our Marketing Effectiveness & Strategy Audit comes in.

We give you a clear, data-driven view of where your marketing is delivering, where it’s underperforming, and how it can generate stronger returns. Backed by deep sector experience in UK financial services, our audits provide the confidence to make smarter decisions.

Marketing in financial services sits in a tough environment: strict regulation, complex products, and diverse investor audiences. An audit helps you cut through the noise and answer the questions that matter:

• Are you reaching the right investor groups (retail, professional, institutional)?
• Does your messaging clearly communicate your value and stand up to compliance checks?
• How do you compare to sector best practice and your closest competitors?
• Where are the untapped opportunities to boost engagement, conversion, and retention?
• In a world where every marketing pound must prove its value, we provide the evidence you need to allocate budgets with confidence.

• Discovery – Stakeholder interviews to capture goals, challenges, and investor priorities.
• Data Collection – Reviewing campaign analytics, systems, and investor feedback.
• Performance Evaluation – Benchmarking against sector standards.
• Opportunity Mapping – Highlighting where ROI can be improved.
• Recommendations – Delivering a clear, prioritised action plan with measurable outcomes.

• Clarity – Know exactly what’s working and what’s not.
• Evidence – Make decisions with data, not guesswork.
• Focus – Invest in the activity that drives the biggest returns.
• Compliance Confidence – Reduce exposure to regulatory risk.
• Competitive Edge – Spot opportunities your rivals miss

We understand the distinct needs of retail investors, IFAs and institutional stakeholders. Our recommendations are tailored, practical, and rooted in the realities of regulated financial marketing.

We don’t just leave you with a report. We help put the findings into practice — from sharpening your messaging and redesigning your website to optimising campaigns and events. With our creative and compliance expertise, we make sure improvements turn into measurable business results.