Client acquisition through digital

Financial Services

Overview

You need acquisition… leads, capital or increased growth

BUT… 

  1. The consumer landscape / market has changed (& finance & private markets have struggled to keep up)
  2. Investor confidence is down (SVB, Credit Suisse, interest rate hikes)
  3. You need first party data (third party is too risky… )

WHICH MEANS

  1. Fewer leads
  2. Less clients 
  3. Increased client acquisition costs

WHAT NOW?

  1. You need to adapt to consumer / market behavior

(your clients are spending more time online than ever before…)

  1. You need to instill trust 

(your clients are more informed & more empowered than ever before 

→ you need to use messaging that resonates & builds trust)

  1. You need more leads

(sustainable growth means growing & owning your own data)

R17 Ventures is the perfect partner to help you reach your market, build trust and most importantly, get you more qualified leads.

results

take a look at our results

5+

global markets

5+

clients in finance & private markets

300%

average increase in leads

30%

average decrease in cost per lead

We Enable Growth.

We Help Asset Managers, Wealth Managers, Family Offices & Other Financial Clients in Finance Build & Scale Their Brands Online Through Aligning Ourselves With Their Performance Goals & KPIs Through Performance-Based Pricing & Our Holistic, World Class, Data-Driven Approach To Performance Marketing.

We helped Petiole Asset Management Increase Their Leads by 400%



We Helped Assenagon asset Management increase their B2B leads by 100%

why us?

Recognizing Over & Under Achievement

The old engagement model, used by agencies across the world rewards mediocrity and underperformance and charges you for your ad spend.

We believe that this model is outdated.

You should pay for the performance you receive and this is why we use the new engagement model, a performance-based remuneration model with aligned interests, where our clients’ growth is our growth -and poor performance has ramifications for us.

Old vs New engagement model graph
Accelerate growth with R17
OUR FINANCE & PRIVATE MARKET CLIENTS
Data driven
Digital ads
Email marketing
Media buying
Affiliate marketing
Content marketing
Channel experts
Performance creative

what we do

we expertly run your Online Advertising

As an agency that excels at digital advertising and understands the complex world of finance, R17 is the trusted partner you can rely on to propel your business to the next level. We expertly run your online advertising from the initial touch point with a prospective client right through to their signing - creating campaigns that find, acquire and nurture your prospective clients every step of the journey.

Not only will we analyse and improve your current strategy, we we will also innovate, create and set the trends for the future - and use data and experience to inform and motivate our effective strategies and executions.

Beyond the digital marketing & creative services we provide, we also offer additional services such as lead prequalifying via call centre and customer support.

how we work

Marketing Approach
Dedicated Performance Marketing Specialist with full responsibility, accountability and weekly performance calls
Testing / approach is in the company DNA
Holistic approach with customer journey focus
For entrepreneurs from entrepreneurs → 12x Online Business Shareholdings
Real-Time Performance data to see holistic patterns
Clear Frameworks / up-to-date practices for all Departments in performance marketing
Creative Approach
We take a data-driven approach to creatives. We use a holistic omnichannel strategy utilising creative and data analytics across the funnel to drive conversions and acquisition.
We create creative content in-house using your CI/CD and assets, or creating assets and user generated content for you.
Learning-based POD structure
POD infographic
A DTC growth plan built on proven strategies
Catagory specific learnings
A data-driven creative team and insights from the agency that has scaled the most DTC brands

Our platforms

faq

Your questions, answered.
Why should I choose R17?

We are entrepreneurs. We understand business. Like you, we hate BS metrics. Like you, we focus on the bottom line and the core metrics. And because of this alignment, we have a performance-based remuneration model. Powered by a world class team of performance marketers, creative strategists, developers, and a strong venture team, you know you're in the best hands with R17 Ventures as your business partner.

What is R17’s approach to Performance Marketing?

We are a team of digital natives and experts. Our world-class team provide an holistic, non-silo approach to performance marketing, ensuring that each customer touch-point works to achieve your goals. We're an extension of your team. As leaders in performance, we offer a performance based remuneration model, which also means that we have aligned interests - increasing your net profit or growth.

What's it like doing performance marketing with R17?

We are your extended CMO team. We run all you digital ads, from strategy to execution and reporting - we handle everything, putting our years of experience and know-how to work for you. We do full funnel analysis and completion, generating loyalty and constant conversions. We also have a studio that produces content for all ads. As an extension of your team, we have weekly calls with you where we discuss performance, actionables, and outcomes. We are also available and contactable in the same way your own team would be, addressing any concerns immediately. Our day-to-day operations see us constantly optimising and testing everything from audiences to creatives, call-to-actions and more. Real-time data dashboards also ensure that you're updated with performance to the very minute. Our team also prepare quarterly outlooks and strategies to ensure that we're always one step ahead.

Do you produce creative assets?

Yes, we do! We produce UGC, 3D, do in-house shootings and more. We work according to your CI/CD. As creatives play such an integral role to performance marketing, we constantly run tests and have a super feedback loop. We also work with model agencies & influencer agencies globally.

How are performance deals structured?

We offer 3 types of payment models.



1. Managed Advertising: a set monthly fee plus 5-10% of revenue. In this case, media spend is paid by client.

2. Managed Commerce: 20-60% Of revenue share p/m. In this case media spend is paid by R17 Ventures AG.

3. Joint Venture: a set monthly fee plus. In this case, R17 invests capital vs. minority equity stake.

Do you have criteria for prospective clients?

We always look for synergy when deciding to partner with a business to elevate their performance marketing.


There are 3 additional criteria:

  1. You need to have a media spend of $5k+ pm
  2. You need to have a functioning dedicated team
  3. You need to trust us. After all, we're the experts and because of our business model, our interests are aligned
chat with us today to build & Scale your brand.
You'll be chatting with Jono or Sasha.
Book A Meeting