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
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Client needed to select a focus area in a two-state spread
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Client did not have awareness in this new community and had to build trust quickly
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Client wanted to have an event and needed to make sure that guests would attend
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Client needed a better website and branding to support an awareness campaign
Solutions
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Had a website built out in less than 30 days and on a limited budget
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Made sure the website collected data from any visitor of the site
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Operated email marketing to support any drives to the website
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Created awareness through media relations
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Helped client select the right community to target that had a strong population & fit the client’s target audience
Results
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New website created in 30 days, on budget, and resulted in new business for the client
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Ongoing email marketing campaigns
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Ongoing news segments about financial planning (targeting the community)
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Helped select the top area for people over 50 that fit the profile
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Over 30 people attended the event and client received new business
