eMarketeer for Financial Planners

Establish and automate the marketing of your financial practice.


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Attract more prospects

Consistently project the professionalism of your practice

Keep clients longer

Convert more prospects to customers

Gain more referrals

Increase revenue per customer

Get more marketing muscle with less effort!

Manage all your emarketing tasks with ONE tool

Not just email; eMarketeer\’s versatile building model makes it easy to combine emails, forms, sms and web pages to facilitate your marketing objectives. The possibilities are unlimited. Here are a few scenarios that we\’ve found to be the most popular amongst marketing professionals.

Select a topic to learn more


Get a head start with over 100 responsive templates

eMarketeer’s templates aren’t just beautiful on a computer; with our responsive templates we ensure that your marketing creations are looking great on mobile devices as well.

… and create great looking content

One easy-to-use content editor for all your marketing channels.

Our editor is connected to over 250 external content services i.e. Youtube, Vimeo, Google Maps, Slideshare, Instagram, Bambuser and more. Just copy and paste the link to your content and we will do the rest.

Put your referral program on auto pilot!

Boost your sales with an 100% automated referral program for financial planners

Referrals are central to the growth of most businesses, but especially so for financial planners.  eMarketeer will nourish and automate the referral gathering process. Set it and forget it!

We are proud to serve more than 1500 clients worldwide

Our customers include a broad range of the world’s most successful brands covering virtually all industries including Financial, IT, Travel, Medical, Media and the Telecommunications industries in both the B2B and B2C segments.

Give us a call

Speak with an eMarketeer Specialistwho’s happy to help with anyquestions you may have.

Europa: +46(8)764-4600USA: +1 (855)208-8568

Request a demo.

Join us for a live, one on onedemo where you get to ask thequestions that matter most.

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Get started today.

Take a fully functional eMarketeeraccount for a test ride.No credit card necessary.

Get started with eMarketeer