Enable Effective Local Advisor Marketing

More than ever, people are searching online when investigating financial services. However, leading financial service brands often rely on local advisors to market their products–individuals who are often not skilled marketers.

The Balihoo platform helps national financial services brands drive phone calls, control compliance, boost sales, and recruit strategically while simultaneously strengthening their brands and engaging local advisors.

If you’d like to explore how Balihoo can benefit both your marketing team and individual branches and agents, and receive a demo of the Balihoo Local Marketing Platform, please let us know!

Financial Services - Loan officer on phone with client

Case Study


“The local websites we launched in conjunction with Balihoo has given us the ability to maintain a local brand presence online by leveraging our independent dealer’s physical locations and associating them in with our brand. We have seen phenomenal results with this effort and more importantly, we are getting leads directly to our dealer network faster than we ever have.”

Today’s consumers are reshaping the way they interact with brands across every touch point, and at every level. From national to local, it is imperative for leading national brands, like LiftMaster, to be front and center when and where their target consumer is searching for their products.