Case Study – Financial Services

Financial Services Case StudyChallenge:

Standing out in the financial services industry is always a challenge.  As a relatively new professional in the field, my client struggled to attract and convert new customers for the business.

Our Goal:

To generate high-quality leads for financial services, increase the number of face-to-face meetings and improve conversion rates to build sales.

Actions Taken:

Defined ideal clients and created a niche market that she was passionate about and a stronger USP for services so she could stand out in a crowd of many

Developed strategy and tactics to expand alliances and strategic partners to support her niche market. Modified messages and expanded alliances and strategic partners to support her niche market

Modified messages for both consumers and alliances — with an emphasis on benefits.

Created and consistently implemented a multi-touch sales process to nurture leads and move prospects from interest to meetings to sale.

Implemented a quarterly stay connected program for warm leads in her pipeline — both customers and alliances.

Established and tracked goals for both activities and results.

Our Results:

Within 3 months, leads doubled and conversion to face-to-face meetings increased 35%. First quarter revenue/sales increased 51% versus prior year.

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