Is Your Firm's Growth
Structurally Fragile?
Is Your Firm's Growth Structurally Fragile?
For the founders of established financial service firms who are tired of relying on introductions and want
to install a compliant, owned acquisition system that generates 15-90 qualified enquiries every quarter — without referrals,
networking, or founder-led selling.
For the founders of established financial service firms who are tired of relying on introductions and want to install a compliant, owned acquisition system that generates 15-90 qualified enquiries every quarter — without referrals, networking, or founder-led selling.
Firms that trust us
From 5 Leads a Month to 130 in 90 Days
“I was running about like a headless chicken trying to get introducers to get me clients… My experience beforehand was, don’t need paid ads, but my experience now is I’ll never go back to not having them.”
– Alex Byrne, Checkmate Wealth
WHY CHOOSE US
We Don’t Run Campaigns. We Architect Your Growth System.
Sustainable growth does not come from doing more. It comes from installing predictable systems that put the right message in front of the right people, in a way you can measure and control. We install a complete client acquisition architecture inside your business, an asset you fully own.
- Repeatable
- Predictable
- Trackable
- Scalable
- Repeatable
- Predictable
- Trackable
- Scalable
THE MONTAJ METHOD™
The Core Pillars of Acquisition Architecture
Every system we build is designed around three core principles. This is not a marketing campaign.
It is operating infrastructure for your firm.
Every system we build is designed around three core principles. This is not a marketing campaign. It is operating infrastructure for your firm.
Growth That Feels Like Luck,
Not a System
Growth That Feels Like Luck, Not a System
The reality for most established financial service firms
Referral Dependency
Your pipeline relies on a handful of introducers you do not control. When they stop referring, your growth stops with them.
Founder is the Bottleneck
Nothing moves unless you personally step in. You are spending 70% of your week on business development instead of running your firm.
Marketing Feels Like Busywork
You have tried agencies, content, maybe even LinkedIn outreach. Lots of activity, but nothing engineered to produce a measurable outcome.
Dormant Data in Your CRM
Thousands of past enquiries and warm contacts sit untouched while you keep paying for new leads.
Compliance Limits Your Options
Generic agencies push aggressive ads that risk your regulatory standing. You are the one holding the compliance risk.
No Attribution or Visibility
You do not know which channel actually generates revenue. Every month feels like guesswork.
What Happens When
Growth With is Architected
What Happens When Growth With is Architected
A compliant acquisition system you fully own
Consistent, predictable lead flow
A multi-channel system produces qualified conversations every single week.
Instant, automated follow-up
AI + automation engage every lead within seconds, increasing show-up and close rates.
Full attribution & dashboard visibility
Every call, touchpoint and revenue event is tracked. You know what works — and what scales.
Dormant data activated into revenue
We monetise your existing list through the Montaj Monetise First process.
Compliance built in from day one
Messaging, funnels and creatives engineered specifically for regulated financial services.
One unified acquisition system
Traffic → Diagnostic → Funnel → CRM → Qualification → Booking → Pipeline → Attribution
For Firms That Have Been Burned Before
We understand the hesitation. Most established firms have already spent money on marketing that did not deliver.
That is exactly why we build systems you own not retainers you are locked into.
We understand the hesitation. Most established firms have already spent money on marketing that did not deliver. That is exactly why we build systems you own not retainers you are locked into.
I had worked with a string of different marketing experts and was so frustrated… From the first meeting, it felt like we were finally in safe hands.
WHY IT WORKS
From Diagnostic to Live System in 14 Days
The Montaj Launch System is a one-time, fixed-price engagement. In 14 days, we build and install your complete acquisition infrastructure inside your own accounts. You own everything we build.
CASE STUDIES
Real Results From
Real Financial Service Firms
Real Results From Real Financial Service Firms
These are not hypothetical numbers. These are results from firms like yours.
Regulated, reputation-sensitive, and serious about growth.
These are not hypothetical numbers. These are results from firms like yours. Regulated, reputation-sensitive, and serious about growth.
Checkmate Wealth
Checkmate Wealth was trapped in a slow, unreliable referral system, spending 70% of their founder’s time on content for just 5 leads a month. We built a direct-to-client acquisition machine to bypass these gatekeepers and automate lead flow.
130+
Leads Generated in 90 Days
75%
Shorter Sales Cycle
86%
Founder Time Reclaimed
25%
Lead-to-Conversation Rate
From Founder-Led to System-Led Growth
By implementing a targeted paid acquisition funnel and a powerful VSL, we eliminated reliance on intermediaries. The system now pre-qualifies and nurtures high-net-worth prospects, freeing the Checkmate team to focus on closing deals, not chasing them.
SEO For Hire
SEO For Hire was generating leads solely through the founder’s personal brand, inconsistent and impossible to scale. We built a full acquisition system including a high-converting website, funnels, and paid strategy to create predictable, scalable revenue.
£100K
Revenue Generated in 6 Months
6
Months from Launch to Six Figures
INSTANT
Communication & Support
SYSTEM-LED
Acquisition Replaced Personal
Brand Dependency
SYSTEM-LED
Acquisition Replaced Personal Brand Dependency
From Personal Brand to Predictable Pipeline
We replaced founder-dependent lead generation with a complete digital infrastructure, a standout website, optimised funnels, and a paid acquisition engine. The result: consistent inbound flow, six-figure revenue, and a founder free to focus on delivery instead of chasing leads.
Surge Notify
Surge Notify had a CRM full of dead leads their sales team had written off. We built a structured database reactivation system using email and SMS sequences to turn forgotten contacts into paying clients, without spending a single penny on ads.
£150K
Cash Collected in 28 Days
$200K+
Additional Pipeline Revenue
ZERO
Ad Spend Required
28
Days from Launch to Revenue
Dead Leads Turned Into Real Revenue
Using a three-step reactivation system such as list audit, irresistible trip-wire offer, and automated multi-channel follow-up, we unlocked over $150K in cash from leads that had been completely written off, with a further $200K in pipeline, all without a single pound spent on advertising.
Omnia Health Group
After working with multiple marketing agencies that overpromised and underdelivered, Omnia Health Group needed a partner they could trust. We stepped in, aligned with their team, and built a system that finally delivered real, measurable growth.
4X
Monthly Revenue Increase
1
Week to Match a Full Month’s Billing
SEAMLESS
Onboarding & Team Integration
ZERO
Guesswork, with Clear Direction
from Day One
ZERO
Guesswork, with Clear Direction from Day One
From Frustration to Full Confidence
After a string of failed agency relationships, we embedded ourselves as an extension of the Omnia team. The result: a complete shift in direction, a revenue model that delivered a full month’s billing in a single week, and a team that finally felt they were in safe hands.
ROI Guarantee
Ready to Own Your Acquisition Architecture?
The Montaj Launch System is a one-time, 14-day build. It is a fixed-price engagement, not a retainer. And it is guaranteed.
If we do not generate Qualified Pipeline Revenue equal to your full engagement investment within 180 days, we will continue to work for free until we do. Your next 15-90 qualified conversations start with one decision.
UNLOCK YOUR RESULTS
Get Your Free Acquisition Diagnostic
Enter your details below and we will send you a personalised breakdown of where your current acquisition strategy is leaving revenue on the table.
CLIENT RESULTS
Do Not Take Our Word For It
Hear directly from the founders and business owners who have installed our systems
5.0 Rating
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I’ve already referred several businesses to Kai and the team, and I can’t recommend them highly enough!
Josh Peacock
SEO For Hire
5.0 Rating
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I’ve already referred several businesses to Kai and the team, and I can’t recommend them highly enough!
Josh Peacock
SEO For Hire
5.0 Rating
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I’ve already referred several businesses to Kai and the team, and I can’t recommend them highly enough!
Josh Peacock
SEO For Hire
5.0 Rating
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I’ve already referred several businesses to Kai and the team, and I can’t recommend them highly enough!
Josh Peacock
SEO For Hire
“All my leads were coming inconsistently from my personal brand. Since working with Montaj, my business has generated well over six figures in revenue in six months. I cannot recommend them enough.”
– Josh Peacock, SEO For Hire
the montaj promise
What Makes This Different
You Own the System
Everything we build lives inside your accounts. No lock-in, no proprietary platforms, no dependency on us. If we part ways, you keep everything.
Compliance Without Compromise
Every ad creative, landing page, and funnel is engineered specifically for regulated financial services. FCA-safe messaging built in from day one.
Founder-Independent Growth
We replace founder-led selling with a predictable, systemised pipeline. Your firm grows whether you are in the room or not.
This Is Not For Everyone
The Montaj Launch System is not for firms looking for cheap leads, quick hacks, or short-term tactics.
It is not for businesses that are not serious about building long-term operating infrastructure.
If you want high-volume, low-quality leads, we are not the right fit.
If you want a predictable, compliant system that you own and control, book a call.
The Montaj Launch System is not for firms looking for cheap leads, quick hacks, or short-term tactics. It is not for businesses that are not serious about building long-term operating infrastructure. If you want high-volume, low-quality leads, we are not the right fit.
If you want a predictable, compliant system that you own and control, book a call.
FREQUENTLY ASKED QUESTIONS
What We Get Asked Most
If your question is not answered here, Get My 90-Day Growth Plan and we will cover it in detail.
Montaj Digital is built specifically for the founders and managing partners of established, regulated financial service firms, typically between $1m and $10m in annual revenue. Our clients are experts in their field, but their growth has become structurally fragile: over-reliant on the founder’s personal network, unpredictable referrals, and manual effort. If you want to replace that with a predictable, compliant acquisition system you fully own and control, we are the right fit.
No. We start by installing a complete client acquisition infrastructure inside your own accounts through the Montaj Launch System™. You own 100% of the assets, the ad accounts, the CRM data, the funnels, and the automations. We build the engine and hand you the keys. Once the system is live and generating results, we offer a performance-based growth retainer to manage, optimise, and scale it on your behalf. The key difference is that you are never locked in and never dependent, the system works with or without us, and our ongoing involvement is earned by the results we deliver.
We focus on qualified sales conversations, not vanity metrics. Our systems are engineered to produce between 15 and 90 qualified client enquiries per quarter. The exact number depends on your firm’s niche, risk appetite, and ad investment. During the initial build, we install the full infrastructure and validate the system. From there, our performance-based growth retainer is designed to continuously optimise and scale that volume over time, so the pipeline compounds rather than plateaus.
We build a multi-channel acquisition system that you own. This is not about relying on a single platform. The core infrastructure typically includes paid media across LinkedIn and Meta for precise, compliant targeting of your ideal clients; systematic outbound for reputation-aware, decision-based outreach to high-value prospects; owned media including landing pages, VSLs, and AI-powered lead magnets that convert interest into conversations; and CRM automation for email, SMS, follow-up sequences, and dormant lead reactivation. Together, this creates a governed, resilient system that is not vulnerable to the performance of any single channel.