Crowd Marketing
Turning Collective Reach into Real Referrals
Crowd marketing is the concept of independent advisers coming together as a collective to achieve shared gains.
In a traditional landscape, marketing your services individually can be expensive and yield limited reach. By pooling resources into a single, high-traffic ecosystem, we provide your firm with premium visibility and high-intent enquiries at a fraction of the cost of individual marketing.
This “strength in numbers” approach ensures that your marketing budget works harder, placing you directly in front of clients at the exact moment they need advice.
How Our Crowd Marketing Works
Our platform bridge the gap between digital discovery and professional advice. Through a small monthly subscription, advisers gain access to a powerful referral pipeline driven by two core features:
The Adviser Map:
You will be featured on an interactive map across our consumer-facing platforms. When a user in your specific postcode looks for professional help, you are the highlighted expert they see.
AI Workspace Referrals:
Our proprietary AI helps users navigate their financial journey. When the AI identifies that a user requires regulated financial advice, it automatically refers them to the subscribed adviser in their local area.
Our Targeted Platforms
We are currently rolling out our crowd marketing model across two specialised sites, both designed to capture high-intent users and connect them with you.
MyPath2Retirement (MP2R)
MP2R is our flagship platform for individuals planning their transition into retirement. It uses interactive tools and AI to help users map out their future.
As an adviser in the MP2R ecosystem, you become the primary point of contact for local users who have already engaged with their retirement data and are ready for professional guidance.
Female Finance
(Launching Soon)
“Female Finance” is our upcoming platform specifically tailored for women navigating their finances, often for the first time or following significant life changes. The site focuses on supporting women who may be recently widowed or divorced, providing a jargon-free, empowering environment.
Your participation here allows you to support a demographic that values clear, empathetic, and expert financial partnership.
Why Join the Collective?
We are currently rolling out our crowd marketing model across two specialised sites, both designed to capture high-intent users and connect them with you.
Postcode Protection:
Secure your territory and ensure that local enquiries are routed directly to your firm.
AI-Driven Leads:
Benefit from “warm” introductions where the AI has already gathered preliminary data from the user.
Shared Gains, Smaller Costs:
A small group investment generates significantly more interest and traffic than spending the same amount on individual advertising.
Enquire About Joining the Service
Complete the form below, and a member of our team will be in touch to discuss how crowd marketing can grow your practice.