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enhancing investor engagement for an asset management client

Case Study: 

Client:

Asset Manager

Asset Management

Industry: 

Challenge: 

Our client wanted to improve the website experience for their investors and prospects. However, they faced the challenge of identifying which specific areas of the website would have the most significant impact if optimized. Traditional web analytics tools were insufficient, as they couldn’t accurately attribute investments to specific user engagements on the website.

Solution:

Our team developed a proprietary attribution modeling solution uniquely capable of tracking investor behavior before they made investment decisions. This advanced model provided groundbreaking insights for the asset management industry, highlighting the importance of specific website content in influencing investment decisions.

Implementation:

1.

We conducted an in-depth analysis of the client's website traffic and user behaviour data.

2.

Our data experts facilitated these sessions, helping to narrow down the KPIs through open discussions and practical insights.

Rate of Opening an Investment Opportunity when Visiting the Forecasting Content vs. Not Visiting

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Client's Opened Opportunities That Were Assisted by Website Interactions

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3.

We worked closely with the client’s marketing team to ensure that the defined KPIs were simple, relevant, and aligned with commercial outcomes.

results:

increased engagement:

Focused enhancements to the forecasting content led to a substantial increase in user engagement across the website.

Engaged Users Uplift In Client's Forecasting Content Following the Disclosed Strategy, by Quarter, 2023

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higher likelihood of investment::

While it takes time to observe long-term investment trends, early indicators suggest that investors who engaged with the improved forecasting content were more likely to proceed with investments.

Data-Driven Decisions:

The client now possesses a clear understanding of user behavior, allowing for informed decision-making and ongoing website optimization.

Tailored Dashboards:

The bespoke dashboards allowed each team to view and act on the same data from their unique perspectives, fostering better understanding and collaboration.

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