Finovo Strategize

ROI-centric digital strategy consulting

Our offering

Ideal for tech-forward firms over $1B AUM

On-site Audit

An in-person consultation at no cost. We talk through priorities with your team over the course of a day and look for ways to optimize technology and marketing processes.

Initial Report

Get a report of findings, along with suggestions for improvement across pain-points.

Ongoing Engagement

Once you sign an engagement, we set deliverable deadlines and work with your team to execute on the open items, meeting with your team at least once a week.

Our Pricing

Demonstrating value before you sign

On-site visit and initial report

No cost, simply pay for any travel expenses

Ongoing engagement

Monthly retainer

Quality over quantity

Limited to 4 firms

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Let's talk strategy (for the digital age)

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