Have questions about your next online marketing initiative?


Financial Services

Digital Marketing Case Study

Campaign Summary

The client’s digital rejuvenation was anchored in six core services. The website underwent a comprehensive revamp to cater to the ever-growing mobile user base. Content creation and social media management aimed to foster engagement and showcase financial insights in an accessible manner. Targeted online advertising to attract a qualified audience actively seeking financial services. To maintain and nurture these leads, personalized email marketing campaigns were crafted. AI-driven chatbots were introduced to ensure timely and efficient customer support, addressing the previous lag in response times. Finally, a referral program leveraged the trust of existing clientele to organically expand their customer base.


Website Optimization

A complete overhaul of the website's design and structure to ensure a user-friendly experience across devices.


Content Marketing

Producing dynamic content such as infographics, financial tips, and video testimonials to boost engagement.


Targeted Audiences

Setup and implementation of PPC campaigns on platforms like Google and LinkedIn to drive qualified leads.


Email Marketing

Segmented email campaigns based on customer behavior and preferences to enhance open rates and engagement.


AI-Driven Chatbots

Deployment of intelligent chatbots for instant customer query resolution, improving the online customer support experience.


Referral Programs

Implement a program that incentivizes current clients to refer potential clients, leading to organic growth.


The Problem:

The firm faced significant digital challenges, with an outdated, un-optimized website causing a 40% bounce rate from users. Engagement on their social platforms was alarmingly low, with rates of 1% on LinkedIn and 1.5% on Twitter. Only 10% of new clients came from online channels, and their customer acquisition cost stood at a high $250 per client. Their email campaigns underperformed with a mere 12% open rate, and online customer support was criticized for extensive wait times of up to 20 minutes.


The Solution:

MAXPlaces mapped out a comprehensive digital revamp. This included redesigning their website for improved engagement and conversions, creating dynamic content for social media, launching targeted online ad campaigns, introducing a client referral program, personalizing email campaigns, and implementing AI-driven chatbots for faster customer support.


The Results:

Following the digital overhaul, the firm saw a reduced mobile bounce rate to 15%, increased social engagement with rates of 5% on LinkedIn and 7% on Twitter, and 35% of new clients were acquired online. The customer acquisition cost dropped by 40% to $150. Email campaigns flourished with a 25% open rate and 8% click-through rate, and AI chatbots reduced customer support wait times to under 3 minutes, achieving 90% positive feedback.

Financial Services Success Story

Wrap Up & Next Steps

After implementing the revamped digital strategies, the client reaped considerable benefits. They witnessed a marked decrease in mobile bounce rates, a surge in social media engagement, and a notable rise in online client acquisition. The financial efficiency of their efforts was also clear, with the customer acquisition cost dropping significantly. Their revamped email campaigns generated higher engagement, and AI-enhanced customer support vastly improved response times, leading to overwhelming positive feedback. Building on this success, the firm’s ongoing goals include further personalizing customer experiences, expanding their digital outreach, and leveraging emerging technologies to stay ahead in the ever-evolving financial landscape.