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    In the Spotlight

    Three red darts on target

    Case Study: LinkedIn Ads Targeting Financial Advisors

    A multi-affiliate asset manager retained HomeTree Digital’s digital advertising services to assist with their six-month LinkedIn brand awareness and lead generation campaigns. After establishing client goals, the teams worked together to enhance the firm’s presence on social media, better position their messaging and organic strategy.
  • A New York-based
    Digital Marketing Graphic Design Videography Web Development Email Marketing Social Media Marketing SEO Data Visualization Illustration Digital Advertising Paid Search Paid Social Salesforce Partner Business Solutions Innovative

    agency for the modern financial marketer.

    Our proven
    Playbook

    In a growing world of digital, it’s important to position yourself attractively to your audience. We are here to guide you through a path of digital excellence—offering you the tools, knowledge and expertise to succeed.

    Create

    Visuals tell your brand story, defines what emotions you evoke, and ultimately paves your users’ experience.

    We act as your creative partner that works tirelessly to create powerful messages, exciting branding and unforgettable moments.

    Build

    Construct your plan the right way, that will render correctly and withstand the test of time.

    The creative experience, paired with our technical knowledge to develop the customer journey and produce interactive content, is the perfect blend to deliver results.

    Distribute

    Tell your story in the appropriate manner across a variety of channels.

    We’ll set you up to succeed as we guide you through best practices and the latest trends.

    Analyze

    We’ll help you segment and analyze in-depth data, and track meaningful Known Performance Indicators (KPIs) to best position your offerings.

    Simply put, we’ll let you know how you did and what you can improve on.

    Strategy

    We take a holistic view across all your digital touchpoints to create, build and distribute a cohesive plan.

    Our help doesn’t stop there. We’ll help you create meaningful reports for various stakeholders, analyze the data so we are not flying blind, and constantly improve.

    Get started to learn more

    Innovative Insights

    Latest digital marketing insights from our team to up your game!   View all

    Female Robot representation of AVA
    Create
    Introducing AVA: Data Visualization Videos Made Easy
    Man speaking at a conference.
    Build
    How to: Improve Your Website Page Load Speed and SEO
    Woman working on updating UTM parameters on her laptop
    Analyze
    UTM Parameters Best Practices
    Man working on a laptop at a cafe.
    Build
    Your Guide to LinkedIn Ad Specs 2023
    inside of an empty parliament hall
    Build
    Case Study: PRIIPs 2023, Automated UCITS Performance Charts
    Data Center with DevOps Engineer Illustration
    Build
    How To: Provide Read-Only Access on the AWS Console
    Case Study Google Ads Research for Asset Manager
    Strategy
    Case Study: Google Ads Research for Asset Manager
    New York City Email distribution for financial services
    Distribute
    Email Deliverability: Best Practices to Reach Your Audience 
    Person looking at Google Analytics 4 on laptop
    Analyze
    How To: Exclude Your IP Address from Google Analytics 4
    Your Email Design Guide
    Create
    Your Email Design Guide
    Three red darts on target
    Distribute
    Case Study: LinkedIn Ads Targeting Financial Advisors
    Email Button: Create them with rounded corners
    Build
    Email Button: Create them with rounded corners
    HomeTree Digital Ranked Among the Top Digital Marketing Agencies in NY
    Strategy
    HomeTree Digital Ranked Among the Top Digital Marketing Agencies in NY
    Row of glowing lamps
    Distribute
    LinkedIn Social Selling for Financial Services
    Colorful Cyber Security Image
    Build
    Hide the reCAPTCHA V3 Badge… Legally!
    A mobile phone mounted on a tripod for teaching students online.
    Create
    DIY Videography Blueprint: Equipment (Part 2)
    How To: Filter Your IP Address from Google Analytics
    Analyze
    How To: Filter Your IP Address from Google Analytics
    Businessman using futuristic drone security camera 3D rendering
    Create
    DIY Videography Blueprint
    What is in the name
    Strategy
    What’s in the name?
    Who we serve
    Strategy
    Who We Serve
    Left and Right Brain
    Strategy
    Left and Right Brain
    Previous Next

    A partner that works tirelessly to create powerful digital experiences, exciting branding, and unforgettable moments.

    GQG Partners

    Across the numerous agencies I’ve worked with in the past, I’ve never experienced a team so willing and interested to go to the lengths your team did to achieve project deadlines. HomeTree’s genuine interest to get things right, proactively jump in to take on tasks coming from every direction, and care about the details has proven invaluable time and time again.

    Lance Suttle
    Director of Digital Strategy @gqgpartners
    CIBC

    I’ve had the privilege of working with Nick for over five years, and his work ethic, dedication, attention-to-detail and responsiveness never cease to amaze me. He is professional, articulate and an expert in the digital space. Beyond that, HomeTree Digital is flexible and always makes the time to work with us as our business demands change.

    Snehal Vara
    Head of Line of Business Marketing @cibc_us
    HSBC placeholder logo

    We have worked with Nick for several years; he brings fresh ideas and creative concepts to every project. With a strong understanding of our corporate brand guidelines, he works diligently with each of our project managers to achieve the objectives at hand. His knowledge of the digital marketing industry has been extremely valuable – elevating our marketing content above industry standard. Nick is an absolute pleasure to work with, professional, delivers, and always goes the extra mile.

    Rebecca Deane
    Marketing & Client Experience @Canadian Financial Institution

    About HomeTree
    Digital

    We are a New York-based digital marketing agency revolutionizing how financial marketers work in the modern age.

    Having been digital marketers within the financial services industry ourselves, we know how hard it is to find a partner that is dedicated to quality, adheres to deadlines, and takes full ownership of projects. This is where we come in. Our client-first approach to delivering results, enables our clients to spend time on more meaningful and innovative initiatives.

    You can expect a personalized boutique experience with the flexibility of a start-up and professionalism of a market leader.

     
    @hometreedigital
    What's in the name?
     
       New York
    Who We Serve
     
    #HowWeThink
    Left and Right Brain

    We will guide you through a path of digital excellence.
    Offering you the tools, knowledge and expertise to succeed.

     

    Ready for the future? Strap in and let’s go!

     

      IN THE END,
      IT’S ALL ABOUT YOU
      Become an industry disruptor.
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