Marketing of Financial Services from The Client Case Study
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Case Study of Marketing of Financial Services from the Client pdf
Case:
The client is a private wealth management company that diversifies into a forex and cryptocurrency trading platform. They have an excellent reputation and require very little in terms of reputation management. They have sought to expand and hire other consultants, but the cost per click on Google has become prohibitive for my client, as larger financial institutions buy all the keywords. The client was stuck in a dead end without a viable plan for growth, he did not think of alternative options and we intervened to help him brainstorm and implement highly successful growth tactics.
Client budget:
To grow from $250,000 per year to $2 million per year within 16 months, the client spent approximately $3,000 per month for on-site content and $3,000 per month running the GoogleNews channel.
Objective:
To grow from a small company to become a
major acquisition target for large competitors.
Required:
Based on what has been studied in
the marketing of financial products, what is the best plan of action to save the company and achieve its goal? What are the main enabling factors for the organization?
