Consulting
Your Web site is a thin representation of the dynamic nature of your organization, and employees are beginning to wonder if it’s actually doing damage to your brand? We can help you think through what you want to and need to accomplish on the Web.
Who in your organization has the time, both the industry experience and the vision, and the business acumen to bring your stakeholders together and bat out a viable plan for a contemporary Web site? This is the service we provide. We offer a structured approach and informed recommendations underpinned by an insatiable curiosity and energy to set your digital strategy on a path designed to yield an industry-leading outcome. The investment management industry is different. Because we get “it,” we can assure you that our interactions will be informed and the consulting deliverable will be both inspired and actionable.
What we don’t do:
- We don’t design, but can recommend excellent design partners or are happy to collaborate with your existing designers.
- We don’t code but IT professionals are some of our favorite people. Content management system, CRM, Web analytics—we all have a lot to talk about!
Other reasons to call Rock The Boat Marketing
Content strategy consulting, including search engine optimization (SEO), search engine marketing (SEM) and content syndication—Once it winds its way through the review process, your content has lots of potential. Have you considered whether you’re fully optimizing the content you create? We have ideas for leveraging your effort and extending your organization’s reach.
CRM/database marketing—Few investment management organizations are where they want to be in linking their marketing activities to their customer database and ultimately to sales or retention results. It’s a cross-functional enterprise that tends to benefit from outside thinking and best practice experience.
Web analytics—Continue to produce or analyze the results of earlier work? Marketers are often forced to choose between the two. It’s understandable how analytics rarely rate as a priority and yet they often point to key “customer” insights. Analytics are one of our favorite subjects. Whether you’re just starting out or just starting to get serious, we can add value in a one-time or ongoing engagement.
Social media—Marketing an investment management company doesn’t mean that you need to sit out on something that’s causing a revolution elsewhere! C’mon, there are meaningful ways—with more added daily—to introduce social media to your marketing mix. We’ll catch you up and then help push you ahead.
Training—Speed to market, production costs and efficiencies, the way people prefer to receive and retrieve information—just about everything points to digital communications and marketing strategies. If you or your staff needs an introduction or a refresher, we’re happy to help with a custom curriculum.

