Client Background:
Our client, a well-established asset management organization, sought to elevate awareness of their Wealth Management, Asset Allocation, and Portfolio Management services while generating more qualified leads among C-level executives. Although they had a strong reputation in their industry, their current marketing efforts weren’t yielding the desired visibility and results. The client engaged us to refine their digital marketing strategy, aiming to increase their market presence and attract high-quality leads.

The Solution:

To address these goals, we crafted a comprehensive digital marketing strategy tailored to the client’s target audience and unique pain points. Recognizing the diverse profiles within their clientele, we structured a multi-stage digital marketing funnel focused on increasing visibility and engagement through highly relevant content and targeted outreach.

Our strategy involved three main components:

1. Account-Based Marketing (ABM): We identified key decision-makers within specific high-value accounts, selecting them based on industry, company size, and location. By customizing our messaging and outreach for each account, we were able to address the specific challenges of these decision-makers directly.
2. Pay-Per-Click (PPC) Advertising: To reach potential clients actively searching for asset management services, we launched PPC campaigns on Google Ads and LinkedIn. By focusing on precise keywords and crafting ad copy that emphasized the client’s unique value proposition, we maximized engagement and conversions from high-interest leads.
3. Content Marketing: Our team collaborated with the client’s content development team to create a content marketing plan that included regular blog posts, e-books, and white papers. The content focused on topics important to the client’s audience, providing insights into industry trends and addressing common challenges in wealth management and portfolio allocation. This helped position our client as a thought leader and valuable resource in their field.

Additional Tactics:

• Email Marketing: We implemented hyper-targeted email campaigns, delivering tailored messages based on each prospect’s stage in the marketing funnel. This allowed us to maintain engagement with leads and provide content relevant to their needs.
• Lead Scoring System: To streamline the sales process, we introduced a lead scoring system that prioritized leads according to their engagement with the client’s website and content. This helped the sales team focus on the most promising leads, improving the conversion rate.

Results:

After conducting pilot campaigns, A/B testing, and refining our approach, our digital marketing funnel produced exceptional results. Over 12 months, our efforts generated more than 2,000 qualified leads, with approximately 40% of those leads converting into high-value sales opportunities. Our LinkedIn ads achieved a click-through rate of 2.5%, outperforming industry standards, while our ABM strategy led to valuable relationships with multiple high-net-worth accounts. The client’s thought leadership content further solidified their position as an industry authority, attracting an engaged audience and significantly boosting their brand’s visibility.

Note: Due to the legal obligations of signing an NDA the client name has been concealed.

By aligning the client’s marketing strategy with targeted digital channels, we were able to transform their online presence, positioning them as a top choice for asset management services among C-level clients. Our client’s success highlights the power of a refined, data-driven digital marketing approach to drive awareness, generate leads, and establish credibility in a competitive market.

If your business faces similar challenges in raising awareness and converting leads, our team is here to develop a custom strategy tailored to your needs.