Skip to main content
Finance

Finance: Client acquisition and AUM growth story, compliance-reviewed

Confidential — Finance ·

The challenge
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

12 months vs. baseline

−46%
Cost per lead

Blended across all channels

5.7×
Qualified enquiries

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

  1. 01Diagnosis across seo and compliant content marketing to establish the actual constraint
  2. 02Service and audience-specific clusters such as "financial advisor for [audience]"
  3. 03Conversion research on the pages already carrying qualified traffic
  4. 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

Finance

Recognise the problem?

We will start by working out whether your constraint is actually the same one.