Search, engineered.
Local visibility. Qualified traffic. Lead growth that kept compounding. The work behind the numbers, for a senior investment advisor at iA Private Wealth.
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.
What the practice needed.
A senior investment advisor at iA Private Wealth was hitting a referral ceiling: every new client came from existing relationships, and the practice had no compounding inbound channel for prospective clients searching in their region. Local search visibility was minimal. Competing advisors in the same market were running ads and ranking organically for the exact queries this advisor needed to win. Compliance constraints, regional targeting, and a regulated wealth audience meant the work required a custom paid-and-organic approach, not a generic SEM playbook.
Paid and organic, built together.
We built a paid and organic program designed to compound: organic visibility for durable rankings, paid capture for immediate demand, every word compliance-ready and every dollar tracked.
- Market, keyword, and competitor research. Deep keyword and audience analysis to identify high-intent opportunities across paid and organic search. Outcome: a decision-ready opportunity map that anchored every subsequent paid and organic decision.
- Search visibility. Technical SEO, on-page optimization, and content built to rank for the queries that matter to a regulated wealth audience. Outcome: durable organic rankings on the queries that drive qualified inquiries.
- Search demand capture. Google Ads campaigns built and optimized across bidding strategies, audience segments, location targeting, and ad placements. Outcome: a paid program calibrated for cost-efficient lead capture in the advisor's regional market.
- Compliance-approved messaging. Every line of copy and every visual aligned to regulatory guidelines without compromising performance. Outcome: zero compliance flags across the program, with conversion rates above wealth-industry benchmarks.
- Continuous optimization. Ongoing refinement of targeting, content, creative, and bidding to compound results over time. Outcome: compounding gains across web traffic, lead volume, and engagement that produced the numbers below.
The numbers, in summary.
Across the engagement period, the program produced compounding results.
Outcomes from a paid advertising and SEO program for a Senior Investment Advisor at iA Private Wealth.
Let's see what we can engineer.
Most engagements start with a conversation. We'll learn about your firm, your audience, and what you're trying to grow. Then we'll tell you what we'd build first.
Book a strategy call