New York, Chicago, Milwaukee, and Detroit
Marketing & Research Execution
Tailored to our clients needs
Marketing & Strategy
Tidal’s marketing approach is tailored to our clients' needs. All ETFs launched with Tidal include a comprehensive strategic and execution plan.
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Marketing plan & branding
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Collateral, development, & planning
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Communication plan
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Save your money
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Marketing, Planning, & Branding
Tidal’s approach to marketing strategy is backed by research, supported by content-driven activities, and focused on ROI.
When building a recommended marketing plan, Tidal first takes into consideration a client’s budget.
Tactics are then prioritized and can be turned on or off according to key performance indicators (KPIs).
Collateral Development Plan
Develop a plan for the website and marketing collateral required to launch product, including:
- Fact sheets
- Investment cases
- Pitch decks
- White papers
- Display banners
- Social media posts
Communication
Plan
Comprehensive communication plan linked to marketing strategy to ensure execution success.
Execution
Marketing / Automations
- Tidal’s sales enablement program is comprised of a customizable process where clients define each deal stage and respective marketing activity in the pipeline.
- Tidal applies best practices and handles the automations in HubSpot to ensure efficiency and data integrity.
- Sales coaching and consulting is readily available to help get clients’ sales reps up to speed. Often, Tidal provides hands-on support in the form of direct follow-up with prospective allocators.
ETF Think Tank
The ETF Think Tank will vet qualified financial advisors, schedule 1:1 meetings with our ETF strategists, and pitch your ETFs with the goal of earning advisor allocations.
We integrate the sales tools available through HubSpot to systematize the entire pipeline process and track conversions. Since we are implementing a holistic approach, your Tidal wholesaler will act on behalf of you to complete the sales cycle.
A One Stop Shop Platform
Clients receive the distribution and economics qualities of an asset manager, with the full support of an ETF platform.
