AES International is committed to providing the global community with better financial information. However, its small marketing department was struggling with multiple point solutions and minimal staff, and wasn’t getting enough high-quality leads. It decided to partner with HubSpot, and since then, it has achieved great things. Traffic is up by 10X, leads have boosted by 7.5X and profits have increased by 100%.
Increase in leads
Increase in profit
Increase in website traffic
AES International is the world’s first overseas corporate chartered financial planner. Based in Dubai, it focuses on wealth management and international employee benefits for global clients. Its distinctive approach has won it over 31 awards, including the independently assessed “Best Global Adviser Firm 2016”. By focusing on financial education and expertise, AES International is positively changing the way the world invests.
AES International is passionate about changing the way the world invests. It employs highly qualified fiduciaries, who are legally bound to act in their clients’ best interests, instead of financially conflicted brokers. Its marketing department is also committed to thinking and acting differently, says Rhiannon Davies, the company’s communications specialist.
“Our industry is well known for using outbound techniques; it’s about a decade behind the rest of the world. They are all used to cold calling, flyers and events. But our marketing team has always been aware of the power of inbound, we just had to find a better way to do it.”
The team was using a number of solutions to manage its inbound activities, including MailChimp for emails, Buffer for social media and ExpressionEngine for content management. However, they didn’t work well together, which made it difficult to prove ROI.
“Having so many disconnected parts worked out to be more expensive,” explains Rhiannon. “We had minimal automation, no meaningful analytics – we were duplicating tasks and wasting valuable resources. The low volume and quality of leads was our main challenge, but we also struggled to effectively track the leads we did get.”
When a new hire suggested that the HubSpot software could be the solution they were looking for, the decision-making process was swift.
“When we realised what we could do – automate so many of our tasks and have everything in one place – we really didn’t need to look elsewhere. The HubSpot interface is really easy to use, it solved all the problems we had and created new opportunities for our small team. We were completely convinced, and we signed up with HubSpot in May 2014.”
AES International is committed to sharing knowledge, in the belief people make better decisions when fully informed.
“We got the rest of our organisation involved by asking them for ideas for Blog posts and Landing Pages that they knew prospects would find useful. We also added Smart Forms so that we could cumulatively gather information on each lead. It also shows the visitor that we recognise and value them, because we’re not asking the same questions all the time. That’s very valuable in terms of relationship building.”
The marketing department uses the Social Inbox to schedule all its posts across multiple social media channels and accounts, which allows it to amplify its brand and its message. Rhiannon is also a big fan of Workflows and Lists.
“With Workflows, it looks like we’re working hard when maybe we’ve gone for the weekend! The fact that Emails are automated keeps us at the front of our clients’ minds and makes them think we are super-responsive 24 hours a day.
“Lists are another favourite – we have hundreds of them. We love that we can segment, filter and create any combination. We can then target any email, campaign, or contact more specifically – we can include our personas and see what’s working and what’s not.”
Once the wider company saw that the marketing team was relieving them of what they considered to be non-productive work, they quickly subscribed to the inbound ethos.
“Then, as we started to give them business that they didn’t have to do anything to get, they were more than sold.”
That faith was further confirmed when AES International moved its website to HubSpot CMS.
“We now have complete transparency with our data, and that is critical to us,” says Rhiannon. “We can see what’s working and change what isn’t. It removes all the guesswork.”
- Rhiannon Davies
Rhiannon says that the HubSpot software has enabled the company to fully embrace inbound, which was something that the marketing team had always wanted to do.
“We have really seen a turnaround. Website traffic has increased by 10X, from 1,500 visitors a month to 15,000. Our blog is particularly popular. Pre-2014, we got about 200 hits a month; last month, we got 5,651 views, a 28X increase. Our leads are up by 7.5X. Before partnering with HubSpot, we got an average of 20 a month – now we’re averaging 150.”
AES International has also seen an improvement to its bottom line.
“Our entire business plan is now built around the marketing department – none of this existed before we signed up with HubSpot. We’re able to hand our advisers high-quality leads every single day, and they can have much better informed conversations with them. We have seen a 100% increase in profitability to date.”
Looking to the future, the company plans to continue to help its clients make smart decisions about their money, in a highly ethical, non-interruptive way. This disrupts the traditional financial services industry, and ultimately gets clients better results.
“We’re all about sharing knowledge, not hoarding it, and the HubSpot Marketing Platform is perfect for that. If you are in marketing, you need to be with HubSpot. It’s that simple.”
- Rhiannon Davies
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