WE GENERATED124 HIGHLY QUALIFIED LEADS IN 90 DAYS
USING SOPHISTICATED FINANCIAL MARKETING STRATEGIES
In-depth marketing automation, copywriting and email design targeting high net worth clients and other institutional investors.
VALUE FUND– AUTOMATED LEAD GENERATION CASE STUDY
Background
Price Value Partners is a leading private wealth management company that provides expert assistance to high net worth investors, fund managers, and other asset managers in effectively managing and optimising their (and their clients') investment portfolios for maximum returns.
Our client was ready to take the next step in their growth journey with a renewed brand and website. They approached us with a new challenge: to unlock the full potential of their database and generate a steady stream of inbound client leads that would drive their assets under management to new heights. And that's precisely what we did.
Approach
Our email and marketing automation experts delved into PVP's database and personas, crafting compelling copy and designing logic-based automations that ensured every contact felt personalised and engaged without feeling bombarded. We also analysed their engagement across various channels, such as Substack and podcasts, and created specialised call-to-actions to draw new users into the middle of the sales funnel, ultimately driving them towards a complimentary financial review.
Results
Price Value Partners' path to success began with a strong start. Shortly after launch, lead conversions saw a significant increase as our new campaigns effectively engaged and warmed up prospects. In less than four months, we generated 124 highly qualified leads, resulting in over £5 million in additional assets under management. And the campaign continues to deliver results. We are extremely proud to have played a role in our client's growth story and look forward to seeing where it leads. Price Value Partners
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In less than four months, we generated 124 highly qualified leads, resulting in over £1 million in additional assets under management.