The client struggled with an overwhelming number of KPIs, a lack of understanding of their significance, and difficulty in tying KPIs to commercial outcomes.
The 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.
Many asset management clients struggle with effectively identifying investors and prospects from the pool of users who visit their websites.
Many asset management clients struggle with fragmented data systems that make it difficult to gain a holistic view of their investors’ interactions across different marketing and sales activities.
The client needed to enhance their use of data and digital marketing to improve their business outcomes.
The client had no clear understanding of which marketing activities were driving sales opportunities, as they lacked any form of attribution modeling.
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Company Number: 10178386