Asset Management: Automation Adoption Strategy
A technology-hesitant asset management client’s performance was elevated through strategic SA360 automation implementation, delivering extraordinary results: 733% conversion growth, 70% cost-per-acquisition reduction, and 53% impression share improvement year-over-year.
Results
Client brief
Our client, a leading New Zealand asset management firm, faced intensifying market competition and needed to enhance targeting precision, expand search visibility, accelerate conversion rates, and optimise acquisition costs amid evolving digital marketing challenges.
Our approach
We methodically introduced SA360 solutions to this technology-cautious client through a structured, evidence-based trial program, prioritising conversion optimisation powered by sophisticated automation.
- Harnessed “Auction Time Bidding” capabilities to capture high-value conversion opportunities in real-time
- Implemented comprehensive Data-Driven Attribution modelling for nuanced Floodlight conversion analysis
Initially, the client expressed significant resistance, citing concerns about surrendering control and questioning algorithm reliability. We developed a confidence-building adoption framework that transformed skepticism into advocacy:
- Established meticulously controlled pilot campaigns with transparent parameters and safeguards
- Delivered performance comparisons with clear, actionable insights
- Maintained human oversight to ensure unwavering brand safety and strategic alignment
Outcome
Our Data-Driven Attribution model uncovered critical, previously invisible high-value touchpoints throughout the customer journey, enabling precisely calibrated budget allocation that directly fueled the remarkable 733% conversion surge.
Additional performance enhancements included a 4% click-through rate improvement and an 8% cost-per-click reduction compared to the previous year, conclusively demonstrating the transformative power of automation in financial services marketing. This case exemplifies how thoughtful technology adoption can overcome initial resistance and deliver exceptional business outcomes.
Client names are withheld for confidentiality. Results are from this client’s account and aren’t a promise for yours.