SalesCaptain

ABOUT TATTON INVESTMENT MANAGEMENT

Tatton Investment Management delivers tailored, low-cost investment solutions to financial advisers, allowing them to offer their clients portfolio management services that balance returns with risk management. Tatton provides model portfolio management, both active and passive investment strategies, and responsible investment options to meet a wide range of client needs. Their approach is designed to simplify the complexities of investment management for financial advisory firms.

Client’s challenge

Tatton Investment Management faced several challenges in improving their outreach efforts:

Complex Service Offering

Their service offering was complex and difficult to explain, leading to lengthy and ineffective email communications.

Small TAM

Their Total Addressable Market (TAM) was small, and they were working with an outdated lead list that required significant updates and refinement.

Innovative Targeting Required

These challenges highlighted the need for a more streamlined and targeted approach to their email campaigns to effectively reach the right audience.

Solution

SalesCaptain provided the following solutions to overcome Tatton’s challenges:

Streamlined messaging:

Simplified the email outreach by creating clear and concise messaging that effectively communicated Tatton’s complex service offerings.

Updated and enriched lead list:

Refined their outdated ABM list, using advanced tools to identify high-quality leads within their small Total Addressable Market (TAM).

Follow-ups and optimizations:

Implemented a consistent follow-up strategy and regularly optimized email campaigns based on performance data to enhance results and engagement.

Results

SalesCaptain delivered significant results for Tatton Investment Management:

130 demo calls booked with key decision-makers in financial advisory firms.

52 deals closed, boosting Tatton’s client acquisition and expanding their reach.

ABOUT TATTON INVESTMENT MANAGEMENT

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what our client say about us

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Client’s challenges

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Tatton Investment Management faced several challenges in improving their outreach efforts:

‍

Their service offering was complex and difficult to explain, leading to lengthy and ineffective email communications.
Their Total Addressable Market (TAM) was small, and they were working with an outdated lead list that required significant updates and refinement.

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These challenges highlighted the need for a more streamlined and targeted approach to their email campaigns to effectively reach the right audience.

‍

Solutions

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SalesCaptain provided the following solutions to overcome Tatton’s challenges:

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Streamlined messaging: Simplified the email outreach by creating clear and concise messaging that effectively communicated Tatton’s complex service offerings.
Updated and enriched lead list: Refined their outdated ABM list, using advanced tools to identify high-quality leads within their small Total Addressable Market (TAM).
Follow-ups and optimizations: Implemented a consistent follow-up strategy and regularly optimized email campaigns based on performance data to enhance results and engagement.

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These solutions provided a more targeted and effective approach to lead generation.

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RESULTS

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SalesCaptain delivered significant results for Tatton Investment Management:

130 demo calls booked with key decision-makers in financial advisory firms.
52 deals closed, boosting Tatton’s client acquisition and expanding their reach.

130

Appointment booked in 4 months

Appointments with dream clients

40%

Deal closing ratio

the SalesCaptain Strategy