Generating leads that convert
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Separating the signal from the noise
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Delivering exceptional user journeys
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We create intuitive, engaging user experiences and journeys that elevate your brand, drive value for your clients, and empower your audience to engage in a meaningful way.
Explore examples of our work:
We use data to separate the signal from the noise, revealing insights, powering predictive models, and generating demand. Better intelligence leads to better decision-making, which results in a better user experience.
Our team has a deep bench of financial industry expertise. We speak fluent ETF through 401(k). By connecting investors, plan sponsors, and advisors, we have helped build some of the largest financial brands, including:
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Mark McKenna
Accounts
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Michael McClung
Data
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Josh Reynolds
Demand
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How can we help?
Terms of use
Please read these Terms of Use ("Terms", "Terms of Use") carefully before using the http://www.coilmarketing.com website (the "Service") operated by Coil Marketing LLC ("us", "we", or "our"). Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the Service. By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms then you may not access the Service.
Termination
We may terminate or suspend access to our Service immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
Links to other web sites
Our Service may contain links to third party web sites or services that are not owned or controlled by Coil. Coil has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party web sites or services. You further acknowledge and agree that Coil shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such web sites or services. We strongly advise you to read the terms and conditions and privacy policies of any third party web sites or services that you visit.
Governing law
These Terms shall be governed and construed in accordance with the laws of Massachusetts, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.
Changes
We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will try to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.
Privacy
Coil Marketing, LLC (collectively, “Coil” or “we”) is committed to respecting your privacy and will only use your personal information to answer your queries, manage your job applications, update our files and analyze traffic on the Website. Once collected, Personal Data will not be used for a different incompatible purpose without your consent.
This privacy policy explains how Coil treats your personal information obtained through your use of the Coil website (the “Website”). We take the protection of data very seriously. All Personal Data collected through the Website will be treated as strictly confidential and will only be used as set out in this Privacy Notice. The applicable data protection laws shall be respected in full.
If you disagree with the way Personal Data will be handled by Coil, please do not use this Website or provide your Personal Data through the Website.
We keep our privacy policy under regular review and will place any updates on this Website. If we make material changes to this policy, we will give you notice of such changes by posting the revised policy on this Website, and where appropriate, by other means. This policy was last updated on January 31, 2024.
What personal information we collect
The information we collect on our site generally falls into two categories: Personal Information and Non-Personally Identifiable Information. Personal Information refers to information that can be used to distinguish or trace an individual's identity, either alone or when combined with other information that is linked or linkable to a specific individual. Non-Personally Identifiable Information refers to data that cannot be used on its own to trace or identify a person. If we do combine Non-Personally Identifiable Information with Personal Information, the combined information will be treated as Personal Information for as long as it remains combined.
In general, we collect Personal Information about you through our Website related to your identity and address. Other data that may be collected automatically through the Website such as IP addresses, browser characteristics, device characteristics, operating system, language preferences, referring URLs, information on actions taken on our Website and dates and times of Website visits.
When and how we collect your personal information
In general, we collect your Personal Information when you voluntarily provide it on our website. When you provide Personal Information to us, we may ask if you want to receive future marketing information and communication from us, such as newsletters, email, or other information. You can choose not to receive this communication by clicking on the opt-out link on any email communication, or by emailing a request to info@coilmarketing.com. Coil may also obtain Personal Information from trusted vendors who have previously obtained information and appropriate permission and consent from you.
How we use your personal information
Personal Information that you provide through Coil's Website is used to provide you with email updates and marketing communications from us about our services, such as newsletters or emails. Your information may also be used to help us track the way you use our website and our products. We may also combine the information you provide with information that we collect separately, including information you have provided to other organizations (with consent that it can be shared) as well as publicly available information. All this information will help us to better understand your needs and how we can improve our products and services.
If you follow Coil on social media (via our social media accounts), we also collect Personal Information relating to you in order to know you better and improve our products and services. We can use this information to perform social media listening to gather feedback and assess market trends.
You will find on our website social media plugins enabling you to easily share Coil Website content. When you click these buttons, your Personal Information can be disclosed to these platforms. We encourage you to read the privacy policies or the different social media platforms to understand how they use your Personal Information.
Cookies, tracking & internet-based advertising
The Coil Website works with third-party products and services (“Service Providers”). These include Google, Meta, and other Service Providers who help us track and analyze visitor activity on the website, measure the effectiveness of our advertising efforts, and support the optimization of our digital marketing campaigns.
Examples of information collected include how often someone visits this Website and what they do while on the website. We and our Service Providers use this information in the aggregate to understand how our visitors as a group use different resources and to help us improve our website. We and our Service Providers also collect information about the activity of individual website users. This information may be used to direct Coil advertisements and/or informational content to website users when they visit other websites.
Our website may use “cookies” to gather Non-Personally Identifiable Information. A cookie is a small amount of data that is sent to your browser from a web server and stored on your computer's hard drive. The information is stored and retrievable either for the duration of a website visit (known as “session cookies”), or until some later point in time set by the website setting the cookie (known as “persistent cookies”).
Generally, we use cookies to store information, such as your email address, username and/or password, about your preferences and activities during and after your visit to a website. Most browsers automatically accept cookies, but you can usually refuse cookies, or selectively accept certain cookies, by adjusting the preferences in your browser. If you turn off cookies, though, there may be some features and functions of our website that will not be available to you and some pages that may not display properly.
Coil is not responsible for the effectiveness or compliance of third party opt-out mechanisms or programs. Please note that if you delete your cookies or upgrade your browser after having opted out, you will need to opt out again. Further, if you use multiple browsers or devices, you will need to opt out on each browser or device. You can access the information on this website without enabling cookies in your browser but disabling cookies may result in a diminished ability to take advantage of the services and related informational content on the website.
We use web analytics and tag management services and tools provided by Google and other third parties to collect certain information relating to your use of this website. We also deploy the Facebook Pixel on this website. The Facebook Pixel may enable Facebook to match website visitors with their Facebook User Accounts.
Our Service Providers may acquire additional information about your activity on our website, including pages you visit, access times, visit duration, how you arrived at our website and your IP address. An IP address is a number that identifies a device connected to the Internet. For most devices, the IP address changes on at least a weekly basis. Our Service Providers may also acquire device identifiers and specific information about the browser you use. In some cases, this information may be unique to you.
How long we protect your information
We use reasonable and appropriate technological and physical safeguards to protect Personal Information you provide to us from loss, misuse and unauthorized access, disclosure, alteration and destruction. We follow generally accepted industry standards to protect the information submitted to us, both during transmission and once we receive it.
How long we keep your personal information
In general, we will only retain your information for the time necessary to realize our legitimate business purposes and to comply with the law. However, we may continue to store anonymous or anonymized information, such as Website visits, without identifiers, in order to improve our services.
Accessing hyperlinks and other websites
Our Website may interface with third party websites and services, or contain links to websites operated by others. This privacy policy only applies to Coil’s Website. Privacy policies for third party sites and services may be different from our privacy policy. Coil is not responsible for information you submit to third parties.
Special information for California residents
Our Under the California Consumer Privacy Act (CCPA), California residents are afforded certain rights over their Personal Information, which are detailed below. To exercise any of these rights, please email info@coilmarketing.com.
In order to help you exercise your rights, we require what the CCPA calls a “Verifiable Consumer Request.” When you contact us about your rights, we need to be assured within reason that you are not being impersonated, and so contacting us through an email address that you have previously used on the Coil Website is preferable. In case this is not possible, we will use alternate methods to verify your identity. We require that you provide clear details on what you are looking for, so that we can assist you in the most appropriate way. Please allow up to 45 days for a response.
Your rights pertain to the collection and use of your personal information over a period of the last 12 months. Upon the receipt of a verifiable consumer request from you, you have the right to request to:
- See the categories and the specific pieces of Personal Information that Coil holds on you.
- Deletion of the Personal Information being held on you by Coil.
- Be provided with a breakdown of information collected, the categories of sources from which the information is gathered, the business purpose(s) for processing the information, the categories of third parties which whom Coil shares the information, and the specific Personal Information gathered regarding you.
- See an itemized list of the categories of Personal Information collected, sold and disclosed about you.
- Opt out of the ‘sale’ of your Personal Information (‘selling’ defined in CCPA as including transfer to our partners as part of normal business practices).
Data originating from the European Economic Area (EEA)
When we collect information about you through our Website, the legal basis on which we process your Personal Information is our legitimate interests, namely, to provide you with information marketing our products and services.
Who we share your information with
Coil shares Personal information with its affiliates and subsidiaries. We may also share your information with companies who carry out work for us. Coil requires these companies to:
- Only process the Personal Information for limited and specified purposes consistent with your consent.
- Provide the same level of protection for Personal Information as is required by the Privacy Shield Principles; and
- Notify Coil and cease processing Personal Information (or take other reasonable and appropriate remedial steps) if the company determines that it cannot meet its obligation to provide the same level of protection for Personal Information as is required by the Privacy Shield Principles.
We do not share the information you provide with third parties for their direct marketing purposes unless you affirmatively agree to such disclosure.
Other than as set forth above, we may use and/or disclose your information, including your Personal Information, to enforce, and/or investigate violations or, our Website Terms of Use, and/or this Policy. Although unlikely, your Personal Information may also be disclosed to the governments, courts, law enforcement or regulatory agencies under a lawful order in a jurisdiction where you are located and/or where your Personal Information is stored and/or processed. You cannot opt out of disclosure of your Personal Information if required by lawful order.
How we may collect and Use information about children
Coil’s Website is not intended for use by children, particularly those under the age of 16, and we do not knowingly collect information from children. In the event that we learn that we have collected Personal Information on the Website from a child under age 16, we will delete that information as quickly as possible. If you believe that we might have any information from a child under 16, please contact us at info@coilmarketing.com.
Your choices and rights
You have several choices regarding the use and disclosure of your information.
Information you provide: with respect to the collection of your information, if you do not want your Personal Information collected, please do not submit it to us. If you have already submitted information and would like to review, correct or remove it from our records, please contact info@coilmarketing.com.
Cookies: if you wish to disable cookies, you can set your browser not to accept cookies. Please note that if you turn off cookies, there may be some features and functions of our Website that will not be available to you and some pages may not display properly.
Information shared with third parties: you may also choose whether your Personal Information may be disclosed to third-parties or used for a purpose that is materially different from the purposes for which the information was originally collected or subsequently authorized by you.
Rights for EEA esidents
In addition, if you are a resident of the EEA, you have a right to:
- Find out if we use your Personal Information, access your Personal Information and receive copies of your Personal Information.
- Withdraw your consent to the processing of your Personal Information at any time without penalty.
- Access your Personal Information and have it corrected or amended if it is inaccurate or incomplete.
- Obtain a transferable copy of some of your Personal Information which can be transferred to another provider when the Personal Information was processed based on your consent.
- If you believe your Personal Information is inaccurate, unlawful, no longer necessary for our business purposes, or if you object to our processing of your Personal Information, you also have the right to instruct us to restrict the processing of your data pending our investigation of your claim.
- Request your Personal Information be deleted or restricted under certain circumstances.
If you wish to exercise any of these rights or raise a complaint on how we have handled your Personal Information, please contact us at info@coilmarketing.com.
Questions or feedback
If you have any questions or comments regarding our privacy policy, please email us at info@coilmarketing.com.