The Client
Euromobiliare Advisory SIM is the Securities Brokerage Company of the CREDEM Group, offering high-level Wealth Management services to institutional and private clients, with a strong focus on innovation.
Services provided
Goal
The challenge: to evolve the communication model into a more structured, scalable approach aligned with modern digital marketing standards.
In a complex sector like finance — where security, compliance, and content quality are essential — Euromobiliare Advisory SIM set out to achieve ambitious goals:
- Communicate effectively with both end clients and professionals within the Credem network
- Improve message targeting and reduce dispersion
- Simplify the management of content, events, and automation
- Oversee the entire customer journey through marketing automation strategies
- Make digital activity KPIs measurable and optimizable
- Launch lead generation initiatives
- Create a single entry point for managing all marketing activities (social media, magazine, contact management, email marketing, data analysis, automation, and campaign/event management)
Solution
The first step was to assist the client in selecting the most suitable platform — HubSpot — to build a flexible and scalable technological foundation.
From there, the project developed across three main areas:
- Strategic and technical consulting
- Operational support and development
- Inbound marketing and automation
AND EMILI guided Euromobiliare Advisory SIM step by step, building an integrated digital ecosystem capable of meeting all initial needs. It wasn’t just about implementing a tool — it was about creating a long-term vision for digital marketing in the finance sector.
The added value? A flexible consulting model that adapts to the company’s and the market’s evolution, ensuring operational continuity and sustainable growth.
Activities carried out:
- HubSpot consulting and onboarding: license selection and setup, GDPR compliance, security settings configuration.
- Full technical setup: blog migration, creation of email, blog, and landing page templates.
- Custom integration: connection with existing company systems for real-time data alignment.
- Inbound strategy: building automated funnels for lead nurturing and event management.
- SEO optimization: content writing support, keyword research, and semantic expansion.
- Online campaigns: setup and strategic management on Google Ads and LinkedIn Ads.
- Events and editorial content: promotion of webinars and publications on key topics such as sustainable finance and alternative investments.
Results
The benefits became clear from the early stages of the project, with tangible results in terms of efficiency and quality.
- Streamlined processes and improved operational efficiency.
- Simplified data management and better access to KPIs.
- Management and optimization of email marketing activities.
- Higher content quality, positively impacting engagement and SEO.
- Greater effectiveness in social and SEM campaigns.
Further improvements are expected as automations are consolidated and digital strategies continue to evolve.
In the Client's Words
“Collaboriamo con AND EMILI da anni e siamo sempre stati molto soddisfatti del servizio ricevuto. Il team si è sempre contraddistinto per competenza, rapidità nelle risposte e capacità di comprendere le nostre esigenze, offrendo soluzioni personalizzate ed efficaci.
Inoltre, sono sempre stati proattivi nel trovare alternative e risolvere problemi, con una forte attenzione ai dettagli. La loro esperienza con HubSpot e la capacità di ottimizzare i processi aziendali ci hanno permesso di ottenere ottimi risultati.”
G.M. Digital Innovation Specialist Euromobiliare Advisory SIM
