Wealth Management Company

Content MarketingCreativeDigital Advertising

Our client delivers Wealth and Tax Advice and Accountancy Services for businesses in the UK and abroad and has been working in partnership with NetMaxRes since 2022.

Wealth management landscape

The Challenge

One of the UK’s top ten financial and professional service organisations was looking to drive lead generation via a robust digital marketing strategy incorporating paid media. The client had a high target of £200 million per year of new business.

Our Approach

The marketing support has covered a range of digital marketing services.

These included marketing consultancy, management of paid social media advertising campaigns, and the development of a series of creative campaigns across various business areas. We recommended a range of techniques, including guide downloads, webinar sign-ups and appointment bookings to help deliver high-quality leads to support the new business team.

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The Results

Our work delivering Meta and LinkedIn digital advertising resulted in astounding leads garnered through the sales teams of more than £225m in investible assets.

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BMW

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