Challenge
Agreement Express enables financial services firms to grow revenue and profitability, drive down servicing costs, simplify compliance and optimize the onboarding experience. Founded in 2001, Agreement Express serves both the wealth management and payments industries. Agreement Express’s sales department needed help qualifying leads. Without an in-house marketing team, Agreement Express also needed significant marketing support.
Solution
Accelity implemented HubSpot and inbound marketing campaigns to help Agreement Express reach their large lead generation goals. Additionally, Accelity provided webinar marketing support, built lead-nurturing workflows and ran their monthly newsletter.
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