All-in-one marketing software for the

Financial services industry

Including all the tools and support financial planners and advisors need to increase client retention and generate new prospects and sales

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Generate new prospects and contacts automatically

Leadfox offers a number of effective strategies to get more prospective clients. Everything is easy to launch directly on your website, social media pages, and ads! Leadfox also offers compelling lead capture forms so you can save contact details from incoming contact requests!

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Engage with your clients and improve customer loyalty

Great relationships are vital. With Leadfox, you can quickly deploy personalized communications, build customer loyalty, and launch remarketing strategies to gain repeat customers. Encourage your satisfied customers to get the news out about you and stimulate word-of-mouth marketing. Gather information about your existing customers (business intelligence).

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Manage your brand

Increase your brand awareness among potential clients
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• Create your website
• Build your brand
• Gain a pool of prospective clients who follow and know your brand

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Delegate campaign creation to our new virtual marketing assistant

Ours is the only solution that brings technology and marketing expert advice together to create effective marketing tactics for you every month...and for a fraction of the price!

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Ready-to-launch marketing campaigns for financial services

Get off to a quick start using one of our highly effective templates

Before Leadfox

Challenges creating marketing communications, lack of support, emails sent to spam, in-person appointments.

After Leadfox

Increased time efficiency and productivity, personalized communications, autonomous teams, streamlined creation process, excellent support, and data now protected in Canada.