Financial Advisory Case Study

A financial advisory firm wanted to move away from a historic top performing ad due to messaging that did not align with driving high value leads.

They allowed the historic ad in isolation to maintain overall efficiency and lead volume while beginning to ramp up.

The Challenge

Unlock a new creative winner that would help improve high value lead volume to potentially replace their old winning ad.

Our Results

+15%

improvement in CTR

33%

increase in high value leads

27%

increase in overall ROAS

How We Did It

We ensured new asset iterations took components across different winning variants:

We implemented a text-only asset approach to streamline the message and ensure the value proposition stood out clearly, without the distraction of heavy visuals.
We experimented with a variety of colored backgrounds to add diversity to the creative and discover which combinations resonated most with the target audience.
We continuously assessed the performance of the new creatives, strategically shifting budgets from the old ad to the new winning ads that better aligned with the desired messaging.

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