Banking and Financial Planning Industry
01
Case Study
The Situation
Retirement Resource Management wanted to break into a larger territory with their new catch-up retirement plan and build awareness around it. The company needed help determining which community to target and collecting data to reinforce it.
Problems
-
Client needed to select a focus area in a two-state spread
-
Client did not have awareness in this new community and had to build trust quickly
-
Client wanted to have an event and needed to make sure that guests would attend
-
Client needed a better website and branding to support an awareness campaign
Solutions
-
Had a website built out in less than 30 days and on a limited budget
-
Made sure the website collected data from any visitor of the site
-
Operated email marketing to support any drives to the website
-
Created awareness through media relations
-
Helped client select the right community to target that had a strong population & fit the client’s target audience
Results
-
New website created in 30 days, on budget, and resulted in new business for the client
-
Ongoing email marketing campaigns
-
Ongoing news segments about financial planning (targeting the community)
-
Helped select the top area for people over 50 that fit the profile
-
Over 30 people attended the event and client received new business