Financial Services Marketing Case Study

Targeted Marketing Fuels Revenue Climb in Highly-Regulated Financial Sector


Chase Buchanan is European-based wealth management leader, specializing in providing custom advice and unique financial advice to expatriates around the world. Rising marketing costs and increased competition had them looking for new strategies to grow leads for their Canadian division.

Industry
Financial, Wealth Management

Services Provided

  • Landing Page Development, Paid Campaign Management

The Challenge:

Chase Buchanan first engaged our services as they sought to increase the number of qualified leads for their expanding sales team. Their current digital marketing was delivering unqualified leads and the acquisition costs were too unpredictable.

Their lead submission rates were not meeting expectations, and they were struggling to scale their digital advertising efforts efficiently.

Our team was assigned to identify a solution to improve their paid search campaigns, resulting in the acquisition of new customers and increased lead submission rates.

Goals & Objectives:

  • Create new customer sales funnel methods
  • Increase the quantity of qualified leads to promote business growth
  • Decrease cost-per-lead to a profitable level

The Strategy:

Our goal was to boost visibility and generate more leads from clients. To achieve this, we conducted keyword audits and research to enhance targeting. We optimized keyword bidding and revised ad copy to increase click-throughs. Our team also restructured the account to be more detailed and enhance optimization control.

The Results

Our approach to PPC management for this client was centered around conversion-focused spending and targeting. Our team aimed to utilize their budget as effectively as possible by strategically narrowing targeting, reducing wasteful spending, and researching new opportunities that have a high rate of return.

Conversion rates steadily increased quarter over quarter as we kept optimizing our campaigns and fine-tuned our audience targeting.

Results:

  • 250% increase in lead submissions
  • 22% decrease in average cost per conversion
  • 15x increase in users who completed a micro conversion and went on to submit a lead

What Clients are Saying


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© authentic marketing solutions ltd. 2010-2025Privacy PolicyToll Free: 1.877.490.7772 | Local: 778.384.8890Address: 213 Sixth Avenue, New Westminster, BC, V3L 1T7, Canada