Client:
Confidential Asset Management Client
Asset Management
Industry:
Challenge:
The client had no clear understanding of which marketing activities were driving sales opportunities, as they lacked any form of attribution modeling. Many asset managers struggle with this issue because they don’t know how to connect the dots between various marketing touchpoints and sales outcomes.
Solution:
Our team developed a robust attribution model for the client. This model went beyond simple revenue attribution by establishing a data-driven approach to understand the causal relationship between marketing activities and sales outcomes. Our extensive experience with several asset managers enabled us to effectively connect the dots across all touchpoints that a prospective investor or client has when interacting with our client.
Prospect Journey
Implementation:
1.
We designed and implemented an advanced attribution model to analyze the impact of various marketing activities.
2.
Through this model, we identified that prospects engaging with specific parts of the website were 57% more likely to generate new sales opportunities.
3.
We highlighted the effectiveness of particular channels, notably paid search and content partnerships, in driving these new sales opportunities.
4.
Based on these insights, we recommended that the client invest more in these high-performing channels and rethink their strategies for other marketing approaches to enhance their effectiveness.
Uplift in opportunity opening rate fro user interactions with different marketing channels
results:
Increased Sales Opportunities:
The client experienced a significant increase in new sales opportunities by focusing on the identified high-impact marketing channels.
enhanced Marketing Strategies:
With clear data, the client was able to refine their marketing strategies, leading to increased sales (specific percentage increase to be provided).
Data-Driven Decisions:
The client now operates with a clear, data-driven understanding of how their marketing activities translate into sales opportunities, moving away from guesswork and towards precision in their marketing investments.
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Company Number: 10178386