• Financial Services


    Company Overview


    A local Financial Services company provides financial planning, retirement planning, and estate planning.

    Identifying The Challenge

    Financial service organizations recognize that over 85% of households in the US are online.


    The next generation of customers, who are rising in their professional careers and wealth building are online.


    Increasing leads from digital advertising is imperative.

    Developing The Plan

    By combining behavior, content, IP and retargeting the team was able to reach the client’s target / potential high net worth consumer at all stages of the decision making process.

    Reviewing The Results

    In 3 months the team accomplished the following:

    •Filled the financial services lead generation pipeline.

    •Increased new client acquisition.


    3 Month Campaign

    600K Impressions

    .11% CTR

    660 site visits