The Financial Services Leader in Digital Sales and Marketing

The Financial Services Leader in Digital Sales and Marketing

Your job is to raise capital. Our job is to make it easier for you.

Our solutions

Helping our clients transform their sales and marketing for a digital world.

We believe every client—big, small and in between—is struggling with the same challenges:

Prospects no longer answer the phone

It's harder to get sales appointments

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Competition is Fierce

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Fee Compression is the Norm

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The cost of sales teams is rising

Margins continue to be squeezed

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Solving our client’s challenges is the mission of GK3 Capital.

Tailored Solutions to Meet Your Unique Business Needs

We believe the best way to overcome these challenges is by transforming your traditional sales and marketing efforts to include tactics that are essential for digital engagement. You need to combine marketing, sales, technology, and training services to develop a strategy that works in the digital world we live in today.

Marketing

Lead Generation - We help you attract, engage, and convert high-quality leads with a strategic approach that fills your sales pipeline with potential clients ready to do business.
Content Creation -We create compelling content that resonates with your audience and drives conversions, helping you build trust and authority in your industry.
SEO and Paid Advertising - We boost your online visibility and attract targeted traffic with SEO and advertising strategies, helping you reach the right audience effectively.
Branding and Design - We build a strong and cohesive brand identity that makes you stand out, ensuring all your marketing materials reflect your brand’s values and vision

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Sales Enablement

Lead Scoring - We prioritize your leads based on their likelihood to convert, ensuring your sales efforts are focused on the most promising prospects.
Sales Sequences -We implement structured sales sequences to nurture leads effectively, moving them through the sales funnel with precision.
Sales Playbook - We develop a comprehensive sales playbook to guide your sales team, providing strategies and scripts to improve performance and close more deals.
Pipeline Management - We optimize your sales process to ensure smooth and efficient deal flow, helping you manage leads and opportunities more effectively.

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Technology

Website Services - We build or redesign your website to be your number one salesperson, ensuring it effectively attracts and converts visitors.
CRM Integrations - We seamlessly integrate your CRM with other tools to enhance functionality and efficiency, making sure your systems work together smoothly
Marketing Automation- We implement marketing automation platforms to streamline your marketing efforts and improve efficiency, allowing you to focus on strategic activities.
HubSpot Implementation - We provide comprehensive HubSpot implementation services to help you get the most out of this powerful platform.

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Coaching and Training

Digital Distribution Mastery - We coach you to master the art of digital distribution, providing strategies and insights to help you succeed.
Sales Coaching - We enhance your sales skills with personalized coaching from our experts, helping your team improve their techniques and close more deals.
HubSpot Training - We offer comprehensive training sessions to teach you how to leverage the platform to its full potential.
Fractional CMO - We provide the expertise of a Chief Marketing Officer without the full-time commitment, offering strategic direction and oversight.

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Our comprehensive three-phase approach

Strategy

Understanding Your Business Goals

We start by understanding your unique business needs, challenges, and goals.

Our team conducts a thorough analysis of your current marketing and sales strategies, identifying opportunities for improvement.

This phase culminates in a detailed, customized strategy tailored to drive your success.

Implementation

Your Plan In Action

In this phase, we put our strategy into action.

Our team executes the tailored plan, leveraging our comprehensive services in marketing, sales enablement, technology, and coaching.

We ensure seamless implementation and monitor progress closely to make any necessary adjustments.

Optimization

Sustained Growth

We focus on continuous optimization and growth.

We analyze the results, measure the effectiveness of the implemented strategies, and refine them for better performance.

Our goal is to ensure sustained growth and ongoing success for your business.

EXCLUSIVE: GROW YOUR AUM VIDEO SERIES

Inflows shouldn’t be this hard

Gain valuable insights into successful asset gathering in the digital era through GK3's educational video series, complemented by downloadable transcripts and resources for practical application.

Watch This Series

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Who we serve in financial services

Asset Managers

Every asset manager faces stiff competition for flows or performance.

Real Estate Sponsors

Raising capital for real estate funds requires specialized expertise.

Alternative Investments

Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your alpha?

Mutual
Funds

For independent, boutique, and specialized mutual funds and ETFs, differentiation is paramount. Are you ready for the future?

Wealth Managers

The increasing importance and complexity of investing and taxes mean investors are searching for answers — and the right advisors — online. Can they find you there?

Financial Data & Technology

Digital comes naturally to fintech firms — and you’re used to being discovered online. We’ll help you put your best foot forward to take growth to the next level.

Read what our clients are saying.

The Go-To Digital Marketing Team

GK3 Capital partnered with us to build a comprehensive digital lead generation machine, starting with cleaning up and aligning key aspects of our sales and marketing process. GK3 brought in specialists for every stage, from CRM optimization to content creation and lead generation, delivering data-backed recommendations that seamlessly increased our lead volume across multiple platforms.

The team at GK3 truly listens and tailors their work to our needs and target audience, ensuring creative and impactful results.

Rachel Pham

Head of Revenue Operations

STP Investment Services

Digital Marketing Experts from A to Z

We hired GK3 to build a comprehensive digital marketing system. Initially focused on content marketing, GK3 transformed our entire sales and marketing, from CRM to content creation to lead generation.

When we needed a quick launch for a sub-brand, GK3 delivered an impressive logo, branding guide, and website in record time. John Gulino's leadership sets a tone of excellence, ensuring that GK3 prioritizes understanding client needs for creative and meaningful results.

Andrew Ceccon

Chief Marketing Officer

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Incredible Team, incredible Results

Upon onboarding, GK3 quickly created amazing content and built our marketing funnel. They thoroughly understood our business model and effectively translated it into marketing content.

As HubSpot experts, they developed new marketing materials, landing pages, and website pages, and added lead scoring automation to our account, maximizing our HubSpot usage. Working with GK3 feels like having a world-class marketing department right down the hallway.

Justin Volmer

Vice President, Strategic Initiatives

Full service!

“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential.

GK3 not only helps us to create content, but also deliver that content in digestible, compelling formats.

We have expanded the scope of services we receive from GK3 who have provided excellent support and have been proactive with recommending services appropriate to our stage of growth.”

Jeff Holland

President

Compelling storytelling

“GK3 does so many things for our company - we have a compelling story to tell and it is GK3 that packaged up that story and got it out to our target market, driving inbound interest beyond what our company has ever experienced.”

Bob Herrmann

Chief Executive Officer

GK3 - Digital Distribution Experts

“GK3 Capital is a highly recommended partner for any asset management firm looking to grow utilizing a digital distribution strategy.

The combination of their inside-out knowledge of asset managers, investments, distribution, and digital marketing uniquely positions GK3 to help their clients efficiently and effectively raise capital.”

Craig Katz

Executive Vice President

Excellent Partner for the financial service Industry

GK3 is staffed with a professional and knowledgeable team. They are financial service industry experts and digital marketing/sales experts. In an industry where sales were built on steak dinners and "free lunches," it's refreshing to know that there is a company that understands 21st-century marketing/sales

Jake Hanley

Managing Director, Sr. Portfolio Specialist