Finance
Finance: Client acquisition and AUM growth story, compliance-reviewed
Confidential — Finance ·
Trust and compliance constraints on every piece of creative. Compounding the problem, attribution was unreliable enough that the team could not agree on which channel was actually responsible.
Results
What changed, and over what period
- +199%
- Organic visibility
- −46%
- Cost per lead
- 5.7×
- Qualified enquiries
12 months vs. baseline
Blended across all channels
Vs. same period prior year
Note: figures shown are illustrative pending client approval. Real engagement data replaces them before publication — we do not present invented metrics as verified results.
Approach
What we actually did
- 01Diagnosis across seo and compliant content marketing to establish the actual constraint
- 02Service and audience-specific clusters such as "financial advisor for [audience]"
- 03Conversion research on the pages already carrying qualified traffic
- 04Measurement rebuilt so every subsequent decision had a defensible baseline
The difference was that every recommendation arrived with the reasoning attached.
Client leadership
Financial advisors
More work
