AcquireUp, a technology-first seminar marketing company for financial professionals, announced the 10-year anniversary of LeadJig, its proprietary campaign management platform used to support advisor seminar marketing programs nationwide.
Since launching in December 2015, LeadJig has powered more than 138,500 campaigns, generated over 2.6 million completed registrations and supported nearly 61,000 advisor appointments. The platform is used by financial professionals to manage seminar-based client acquisition, including audience targeting, campaign execution, registration tracking and CRM integration.
“LeadJig was built specifically for financial advisors and has been shaped over ten years based on how they actually run campaigns,” said Danny Yaldor, Chief Sales Officer of AcquireUp and co-creator of LeadJig. “The goal from the beginning was to create a system that helps advisors run consistent, repeatable seminar campaigns with clear visibility into performance.”
“What has changed most over the past decade is the adoption of omni-channel marketing, which requires a higher level of transparency advisors now have,” said Alex Hug, President of AcquireUp and co-creator of LeadJig. “They can see registrations in real time, understand who is responding across various marketing channels and connect campaign activity directly into their CRM without manual work.”
Ten Years of Platform Development
LeadJig launched in 2015 to support financial advisors running seminar marketing campaigns more efficiently. Early versions focused on audience targeting, campaign setup and registration tracking.
Since then, the platform has been expanded based on advisor usage and feedback across thousands of campaigns. Updates have included expanded reporting, additional automation and integrations with widely used CRM and marketing systems in financial services.
Today, LeadJig supports end-to-end seminar campaign management, including registration capture, attendee tracking and CRM synchronization.
Scale and Usage Over Time
Since launch, LeadJig has supported:
- 138,500+ campaigns targeting households with $250,000+ in investable assets
- 166,500+ events held across nearly 34,000 venues nationwide
- 2.6 million+ completed registrations
- 60,000+ advisor appointments scheduled
- Average email open rates of 38%, above typical industry benchmarks
Platform Enhancements and Integrations
Recent updates to LeadJig include expanded integrations and operational improvements designed to support advisor workflows, including:
- CRM integrations with Salesforce, Wealthbox and Swivel
- Webinar support through BigMarker
- Email and calendar integration via Nylas
- Enhanced campaign reporting and conversion tracking
- Emphasized compliance-friendly tools and tracking
- Improvements to contact management, duplicate detection and data accuracy
- Expanded automation for registration and follow-up workflows
AcquireUp supports financial advisors by providing scalable, reliable organic growth through educational and meal-based seminars, and campaign automation and transparency powered by LeadJig. Together, they help streamline campaign execution and improve visibility into results, supporting more consistent lead generation and long-term client relationships.
To learn more, visit: https://www.acquireup.com/blog/leadjig-ten-years-technology-innovation-financial-advisors.
About AcquireUp
AcquireUp is a data-driven seminar marketing services company dedicated to helping growth-minded financial professionals attract, connect with and engage high-quality leads. Based in both Troy, Mich. and Tampa, Fla., AcquireUp’s core services include lead-generating seminars and client engagement solutions, all supported by a comprehensive technology platform that provides audience transparency and streamlines campaign management. Backed by deep experience, AcquireUp offers proven seminars on topics such as Estate Planning, Social Security, Taxes in Retirement, College Planning and Medicare. By removing the stress of marketing, AcquireUp enables over 2,800 advisors annually to focus on what they do best – building meaningful client relationships. For more information, visit acquireup.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260505214869/en/
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