The Client

The client is a financial institution operating in more than 160 countries. Its core services are investment banking, retail services, and is one of the world's largest issuers of credit cards.

Industy Type

Financial Services

Work Type

Campaigns

Duration

12+ Months

Project Type

NDA

FI campaign hero image

The Brief

The client wanted to grow the local customer base for its investment and wealth solutions. Based on insights, the domestic customers are looking at wealth beyond the idea of making more money; health, family and balance do matter too. However the awareness of the brand and products were not strong in the current market climate. Hence, the goal of this campaign was to boost the brand visibility and strengthen its proposition to help capture a larger share of the region for personal wealth.

The Task

The client identified several key investor profiles, ranging from those focused on family legacy and succession to others driven by entrepreneurial achievement and personal passions. To reach these distinct segments, a 12-month, two-phase rollout was planned:

Phase 1: Awareness and Consideration

  • Purpose: Bridge the awareness gap and place brand within the consideration set of customers seeking wealth management solution
  • Paid Media role: Push the brand into consideration set of customers with wealth management needs
  • Channels: Display and video ads on social and display channels

Phase 2: Conversion

  • Purpose: Leverage on increased awareness and brand affinity to generate warm leads for face-to-face conversions or meetings
  • Paid Media role: Drive customers to make online appointments for meetings
  • Channels: Meta and Google Ads, search Ads, Retargeting Ads

The work involved coordination with creatives and media partners, ensuring the content deliverables were met. Using internal benchmarks, I supported the paid media channels by monitoring the efficiency and spend to optimise the campaign effectively.

The Outcome

3.5M

Impressions

7.6%

Click-through rate

2,500+

Total warm leads

11.84%

Landing Page Conversion Rate

22%

Reduction in CPL

18%

MQL-to-SQL Conversion

Other Work