Personal Marketing Manager 

With Relevate, you'll be assigned a personal Marketing Manager who will work on your behalf to ensure a targeted, optimized, creative ad campaign that delivers results. Relevate is different than any other SAAS marketing automation program because we combine the power of AI-based machine learning with the expertise of a direct marketing expert. We do the work. You win the business.

Get an Expert Marketer on Your Team

Expertise at a Fraction of the Cost

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Your Marketing Manager is US-Based and has years of experience working on direct and digital marketing programs. 
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Specializing in working with financial advisors, your Marketing Manager knows best-practices, compliance, and what messaging and creative will perform to meet your objectives.

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You're not just getting a personal Marketing Manager, you're getting an entire team. Your Manager will leverage creative ideas that other Managers are using for their industry-specific clients.

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With Relevate, you're getting an expert marketer on your team for a fraction of the cost of hiring and agency or hiring in-house. AND... if you already have a marketing person or team, your Relevate Marketing Manager expands it with experience in direct and digital. It's the best of all worlds.

We're Here for You

Our Only Goal is Your Success

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Your Marketing Manager will come to know your business goals and marketing objectives, and provide you strategies and tactics to achieve your objectives. 
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You're always in full control. Your Marketing Manager is there for you. When it comes to your campaign, we can do all of the work for you, or you or your staff can do the design and writing and we will implement based on your direction. 
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We're always on the lookout for new ideas. Direct and digital advertising is constantly changing. We'll stay on top of industry best-practices and you'll automatically receive the benefit of what works across the financial services industry, and with other Relevate clients. 

Relevate for Financial Services. Find the Right Prospects. Right Now.