Demand Generation for Investment Advisor

"Finpact's work has enhanced our brand locally, and yielded excellent results on our website and overall visibility. I'm pleased with the products they have developed and would highly recommend their services."

Senior Investment Advisor, iA Private Wealth

The Challenge

Our client, an investment advisor at a large private wealth firm, needed an effective digital advertising strategy that would boost local brand awareness, drive qualified traffic, and attain high-quality leads.

Our Solution

We developed a customized, data-driven campaign designed to maximize reach, engagement, and conversions while keeping costs under control. Our approach included:

Comprehensive Market & Competitor Research – Conducted deep keyword and audience analysis to identify high-intent opportunities.

Search Engine Marketing (SEM) Strategy – Implemented and optimized Google Ads campaigns, testing different bidding strategies, audience segments, location targeting, and ad placements.

Creative Asset Development – Designed engaging ad creatives tailored to our client’s audience.

Compliance-Approved Messaging – Ensured all copy and visuals met regulatory guidelines without compromising performance.

Website Content & UX Optimization – Audited and refined web page copy and CTAs to improve engagement.

Continuous Optimization – Monitored key metrics, refining ad copy, creatives, targeting, and bidding strategies to improve ROI over time.

The Results

+172%

Web traffic increase

+1,318%

Engaged Sessions

8x

Lead growth from campaign launch

+58%

Avg engagement time per session

+29%

Page views per session

<27%

Decrease in bounce rate