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Mid Market Firm Optimizes Digital Marketing to Increase Lead Generation

Mid-Market Financial Services Firm

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Company

Mid-Market Financial Services Firm

Industry

Challenge

The client, a mid-market financial services firm, faced difficulties in generating quality leads and lacked a cohesive digital marketing strategy. Their website was not optimized for search engines, and their paid marketing efforts were underperforming, resulting in a high cost per acquisition (CPA). Additionally, the firm lacked visibility into key metrics, making it difficult to assess the effectiveness of their marketing initiatives. They needed a partner to provide a comprehensive digital marketing overhaul, including marketing automation technology, SEO improvements, and enhanced reporting tools.

Solution

Metasys worked closely with the client to develop a holistic digital marketing strategy that addressed their pain points. The solution consisted of the following components:

  1. Marketing Automation Technology: We implemented a marketing automation platform that streamlined the client’s lead nurturing process, allowing for more personalized and timely communication with prospects. The automation system also integrated with their CRM, ensuring seamless data flow between sales and marketing teams.
  2. Website & SEO Overhaul: Our team optimized the firm’s website for search engines, improving site structure, content, and technical elements like page load speed. We conducted an SEO audit and implemented targeted keyword strategies that improved the website’s search engine visibility.
  3. Enhanced Analytics & Dashboard Creation: Metasys upgraded the client’s analytics tools and created a custom dashboard that displayed key marketing metrics in real time. We defined critical metrics such as lead generation, conversion rates, and ROI, giving the client full visibility into their marketing performance. This allowed the firm to make informed, data-driven decisions and refine their strategy as needed.

The Result

The collaboration with Metasys led to significant improvements in the client’s marketing effectiveness:

  • Increased Lead Generation: The client saw a material increase in quality leads within the first six months, driven by improved SEO and optimized lead nurturing through marketing automation.
  • Improved Efficiency: The implementation of automation technology reduced the manual workload for their marketing team by 25%, allowing them to focus on higher-value activities.
  • Enhanced Visibility & Decision-Making: The custom dashboard gave the client full transparency into key metrics, helping them make better decisions and allocate marketing resources more effectively.
  • Lower Cost Per Acquisition: With better targeting and optimization, the client experienced a 15% reduction in their CPA, improving the overall efficiency of their digital marketing spend.

Metasys successfully transformed the client’s digital marketing approach, helping them optimize their operations, increase efficiency, and generate higher-quality leads to support long-term growth.

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