Case Study: Paid Search + Wealth Management Firm

For nearly two years, this leading Wealth Management firm had been spending 45% of their paid search budget on awareness campaigns, 45% on intent-based search campaigns, and 10% on remarketing efforts. In analyzing their performance data, we learned the leads captured from intent-based ads on the Search Network were most likely to turn into customers.

Naturally, the client’s reaction to this discovery was to shift more budget to the campaigns more valuable to their end goal. Our new objective was to increase spend on the intent-based Search Network only campaigns to 65% of the budget, while maintaining a cost per lead below $125.

These optimizations to boost visibility in key campaigns by improving relevancy drove dramatic improvements in the second half of the year. Our client saw the following results: