Financial Services Client: 561% average increase in new site visitors
The firm sought a partner to streamline and scale local advisor campaigns, covering creative, cross-channel media buying, optimization, reporting, brand compliance control and support.
Overview
The story in 30 seconds
The challenge
This brand’s team was interested in developing a digital marketing program to support its local advisor network.
The solution
With Eulerity’s local advisor program, advisors are now able to build their personal brands with consistent messaging by attracting and influencing prospective clients during their buying journey across multiple online touch points.
The result
Compared to the same time last year, advisors utilizing Eulerity saw an average 561% increase in new site visitors.
The full story
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About the client
A leading global financial institution with a century-long history has been providing trusted wealth management solutions to individuals, families, and institutions. Offering a comprehensive suite of services including private banking, credit, investment management, asset management, estate and trust, this firm caters to the needs of high net worth and institutional clients worldwide.
The challenge
This brand’s team was interested in developing a digital marketing program to support its local advisor network. The firm was searching for a partner that could deliver a streamlined and scalable program to power local advisor campaigns, creative execution, cross-channel media buying, campaign optimization, and performance reporting with complete transparency and brand compliance control, while also providing account management support to Corporate Field Marketing and participating advisors.
The solution
With Eulerity’s local advisor program, advisors are now able to build their personal brands with consistent messaging by attracting and influencing prospective clients during their buying journey across multiple online touch points. This includes advisor campaign localization and customization, low management fees, direct advisor communication and support, and corporate visibility into advisor participation and local campaign performance. Based on positive program results, new advisor adoption continues to increase.
All results
- Increased local traffic57%Based on a modest monthly budget, Eulerity ads were responsible for driving over: 57% of all monthly form submissions
- Increased local traffic67%Based on a modest monthly budget, Eulerity ads were responsible for driving over: 67% of all monthly click-to-calls per advisor
In their words
“Eulerity has helped us build onto our tech stack in a way that's moving our business forward.”
Read the full quote
Eulerity has helped us build onto our tech stack in a way that's moving our business forward. Their marketing automation approach personalizes outreach and streamlines processes, allowing advisors to focus on building deeper relationships with their clients and prospects. This not only enhances the ability to provide exceptional service, but also empowers advisors to effectively market themselves and achieve impressive results within their local market. We are very excited to continue this partnership and for what lies ahead.
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