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Case Study: Boosting Engagement for Acme Financial

Published May 2025 | Industry: Wealth Management

Client Background

Acme Financial is a regional investment advisory firm managing over $500M in assets, with a focus on high-net-worth individuals. Their goal was to modernize their digital strategy to attract younger investors while maintaining trust with existing clients.

The Challenge

Despite strong client satisfaction, Acme’s website had a high bounce rate and low newsletter signup conversion. Their analytics platform was underutilized, and internal teams lacked actionable insights to inform content strategy.

Our Solution

  • Redesigned the homepage with a stronger call-to-action and lead magnet
  • Integrated personalized newsletter recommendations using behavioral tags
  • Deployed real-time analytics dashboard with engagement scoring

Results

Key Outcomes:
  • ๐Ÿ“ˆ 65% increase in newsletter signups
  • ๐Ÿ•’ 38% improvement in average session duration
  • ๐Ÿ’ผ 12 new qualified leads per month from organic sources

Testimonial

โ€œETF Action helped us rethink our digital presence and provided a strategy thatโ€™s actually delivering results. Our team feels more empowered and aligned.โ€

โ€” Sarah L., Director of Marketing, Acme Financial

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