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Case Study
Business consultancy

Investment Advisor


Zoho Has Transformed Our Marketing Efforts

Koby Lerner
Investment Advisor
Oakville, Canada
Executive Summary:

Koby Lerner, investment advisor and partner at Nour Private Wealth, has been using Zoho CRM to manage his marketing campaigns and automate every stage from lead to client onboarding.
Zoho has also automated most client transaction processes to free up his agents so they can spend more time providing world-class service to their clients.


Effective marketing is the engine that runs every business. After spending thousands of dollars hiring marketing companies and getting mediocre results, Koby decided to take matters into his own hands.

“Marketing agencies weren’t giving us a robust system. They gave us a mix of different platforms that rarely worked well together,” says Koby. “Additionally, they didn’t understand our target market, their specific needs and how to address those needs.”

Koby needed to create landing pages, videos and email campaigns that attracted and converted his specific market — people 45 years and older who are approaching retirement or are recently retired and want to get the most out of their financial assets.

The Business:

Located in Oakville, Canada, Nour Private Wealth is a wealth management group dedicated to helping their clients successfully achieve their retirement goals.
Partner Koby Lerner is a financial advisor and the marketing muscle behind the team.

“Our goal is to expand by bringing in more clients and more financial advisors,” says Koby. “Effective marketing is the key to achieving both of these goals.”

The Challlenge

“Our biggest challenge was finding a way to attract new agents to our team,” says Koby. “We wanted licensed advisors, of course, but more importantly we wanted quality agents who could provide knowledgeable and dedicated support to our clients.”

In order to attract elite advisors Koby knew he needed to offer great value to his agents and his clients.

Finding a solution

“When we found Zoho we knew we’d found the answer,”says Koby. Zoho allowed me to adapt my marketing strategy to a fully customized program that would deliver great value to our clients and our agents.”

Finding Zoho Consultant Lior Izik sealed the deal. Lior worked with Koby to build a system that integrated and automated every piece of his marketing campaigns.

Implemation and Results

Because Koby was clear on his target market and his marketing strategy, with Lior’s help he was able to build a system that generates and nurtures the type of leads he wants.

“Before Zoho we were getting mediocre leads and many were falling through the cracks,”says Koby. With Zoho’s CRM we’ve created marketing funnels that drive quality leads from a landing page to a value-driven email campaign that nurtures the prospect until they’re ready to work with us.

“Using a sequence of 51 carefully-crafted emails and text messages over a span of three months, we provide a tremendous amount of value. We teach tax and wealth creation strategies and provide a lot of case studies.”

At the end of every email there’s a soft call to action inviting them to call or get in touch if they have further questions or would like to learn more.

“These warm leads are then given to our agents who are often able to convert them. This is just one of the perks that helps us attract and keep quality agents,” says Koby. With Zoho, Koby has also automated most of the processes after a prospect chooses to onboard. “Zoho has allowed us to automate everything from creating transfers to sending birthday greetings,” says Koby.

This is also a big plus when attracting agents. By offering automated processes that keep leads in the system and efficiently services clients once they’re in the system, Nour is able to attract top notch agents and build a world-class team.

“Agents appreciate all the little details handled by our Zoho CRM,” says Koby. For instance, since we need valid IDs for all our clients, we always send them an email three months before their driver’s license expires reminding them of this and asking them to send us a new one.

“In the client’s mind this is amazing because it shows them that their advisor is on top of things. We have tons of features like this one that provides value to our clients and strengthens the advisor/client relationship.

What would you say publicly about Zoho?

“Zoho and our Zoho Partner Lior Izik have transformed our business,
” says Koby. “With Lior’s expertise and guidance we’ve automated every stage of our clients’ journey, from lead to happy client.
“We’ve successfully used Zoho to create and optimize our marketing efforts, save time and money for our agents and build trust with our prospects and clients.
“The Zoho system does what marketing agencies couldn’t do: it generates quality leads, provides value for our clients and gains us their trust and respect.”

Partner Bio:

Lior Izik, owner and founder of Amazing Business Results, is a Zoho Premium Partner, a Certified Zoho Developer and a Zoho Apps Trainer who knows the system inside and out.

For over 15 years, he’s built hundreds of CRM systems for his clients to help them automate their processes, save money and manage their businesses with less stress.

When you work with Lior, you get his business skill set and a Zoho Partner who can help you find the best software solution to manage and grow your business successfully.

Amazing Business Results Offers:

  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problem.

Book a free
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And tell us what you'd like to achieve with Zoho. in just 15 minutes, you could be on your way to solving a pressing business problem once and for all.


Lior is one of the best people I have dealt with. Very honest and upfront with results and expectations. He knows his stuff well and the results are great.

Dr. Mike Forman