In today’s complex financial landscape, planning for retirement can be daunting. One client, dedicated to guiding individuals through the intricate process of growing and preserving their assets, sought to connect with potential clients looking for comprehensive retirement income strategies, wealth management, and legacy planning.
This client aimed to reach a specific demographic: individuals with investable assets, a net worth of $200k or more, homeowners, and married couples who actively consume financial news or show an interest in investments. The challenge was to effectively engage this audience and provide them with the resources they need to secure their financial futures.
To accomplish this, we implemented a multi-product marketing approach that combined Mobile Conquesting with Cross-Platform advertising on Facebook and a Social Mirror campaign. This strategy allowed us to connect with prospective clients across various devices and locations by utilizing geo-fencing and targeting specific zip codes.
By employing Behavioral and Keyword targeting, as well as Artificial Intelligence, Retargeting, and Live Chat, we ensured that our messaging reached potential clients at different stages of their retirement planning journey. This comprehensive approach allowed us to engage users meaningfully, addressing their unique needs and concerns.
Over a six-month period, the campaign achieved impressive results. The client’s ads were served more than 1.1 million times, yielding a click-through rate of 0.88%—an astounding 12 times above the national average. The campaign also garnered 54 total conversions, with over half of these clicks directing users to the “Financial Services” page, indicating strong interest in the client’s offerings.
This success story highlights the effectiveness of a strategic, multi-faceted marketing approach in the financial services sector. By understanding their target audience and utilizing diverse marketing products, our client successfully connected with individuals seeking to secure their financial futures and preserve their legacies.
If your business needs a high-impact, cost-effective marketing strategy, contact Vici Media today to learn more about our white-label digital solutions. For more information, email support@vicimediainc.com.