Targeting the Right Audience with Financial Products & Services
With financial services such as retirement planning, investment products and advice, and overall financial wellness support, a primary audience consisted of more affluent individuals
Closed Loop Reporting
Developed a closed loop reporting framework that allowed us to connect the raw engine leads our efforts drove to engaged leads, enabling us to optimize our efforts to KPIs more closely aligned to their business goals
Scaling Results Through Performance Marketing
Increased qualified leads by almost 300% through our performance marketing efforts
A national leader in life insurance came to Rise with a need to drive qualified leads and policies. All historic efforts focused on driving raw media leads; however, as lead volume grew, the business was not growing proportionally.
Strategic Thinking Rise Brought
Rise implemented an offline conversion strategy to tie back engaged leads to individual keywords, enabling our team to identify which keywords were driving low quality leads vs. engaged leads. We were then able to accelerate the strategy through automation and auction time bidding leveraging the new offline conversion data.
Rise developed a solution to tie raw leads to engaged leads by channel and tactic
Re-prioritized spend based on keywords driving engaged leads rather than raw leads
Created bid strategies leveraging Auction Time Bidding to scale engaged leads