Great marketing relies on great technology

Does your technology meet your user story requirements? Are you using the right technology? Are you using all of the functionality your technology offers? Is your technology properly integrated?

These are the questions we answer when we conduct a marketing technology audit and build a 'martech' stack to deliver your marketing objectives.

Why you need it

Make sure your money is well spent

All marketers want to know they are getting a return on their technology investment.

An audit of your tech stack will tell you if you are spending on the right things for the outcomes you want.

Ensure your marketing is 'joined up'

An audit of your tech will identify just how integrated your stack is. 

Technology that's not integrated equals missed opportunities for marketers and sales teams alike.

Process & data governance

You need to know how data is collected across your firm, how it's processed and where it's stored.

Both for privacy and security reasons, but also to power your marketing and client servicing activities.

Our approach



We start with discovering your marketing objectives, your user stories and your existing marketing technologies. 

We take the time to understand what has prompted you to build or update your marketing technology what you want to achieve for your users and your business.



We work with you to understand and document the  flow of data, the marketing activities, the integrations required and the governance and technical/regulatory requirements.



We look across the market and combine that research with our experience to identify the options available to build out a marketing technology stack.



It's time to identify solutions and to construct a model for the solutions and how they integrate to deliver the marketing objectives.



Having agreed the solutions we work with you to communicate our recommendations.



With the audit completed and solutions agreed we can implement the new marketing technologies; either in a supporting role or outsourcing the complete project so you can focus on marketing.

How can we help you optimise your marketing?

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Analytics & insight

Data, analytics and reporting to inform marketing decisions.

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Build your marketing strategy on insight that is founded in research.

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Measure the performance for your marketing against your peers and identify your priorities.

Firms we have worked with

Amundi Asset Management
BNY Mellon
BNP Paribas Asset Management
Columbia Threadneedle
Evenlode Investment
First Sentier Investors
First Trust Global Portfolios
GAM Investments
Gresham House
Janus Henderson Investors
Legal & General Investment Management
London & Capital
Lord Abbett
M&G Investments
Majedie Asset Management
MFS Investments
Natixis Investment Managers
Nedbank Private Wealth
Polar Capital
River & Mercantile
Square Mile Research
Standard Life Aberdeen
T.Rowe Price
Santander Asset Management
Sarasin & Partners