Leading Investment Company – Increased conversions by 146% and brand engagement by 381%

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Campaign Goals

Our objective was to build awareness around new income-focused ETF products, while also driving long-term growth and strengthening the brand’s presence.

Executive Summary

Our primary goal was to drive growth for ETF product whilst building brand presence and engagement
To achieve this, we developed a more balanced, full-funnel brandformance strategy, leveraging YouTube video campaigns to boost search uplift and reach.
These video assets were integrated across multiple demand generation campaigns to drive quality and engaged traffic to the website—resulting in higher pageviews, more leads, and increased product information downloads.
The activity lead to a drastic increase in overall conversions and revenue for the ETF products.

+146%

Conversions

Strategic funnel integration improved total lead volume

-34%

CPA

Efficiency gains through retargeting and keyword alignment.

+45%

Quality Traffic

Demand Gen campaigns successfully re-engaged qualified users.

+381%

Brand Engagement

Increase in Brand Engagement: Significant lift from upper-funnel activity

Challenge

We focused to grow the client presence in a competitive financial market, with multiple objectives across the funnel. Key challenges included:

Complex goals across awareness, engagement, and conversion.
Launching new ETF products with initial low search demand.
Achieving efficiency in a saturated investment advertising space.
Ensuring audience alignment between platforms for effective retargeting.

Main Actions

Built a multi-funnel media strategy, mapping campaign types to each stage of the lead journey.
Executed YouTube campaigns targeting finance and investment audiences to maximize brand exposure.
Retargeted YouTube-engaged users via Demand Gen campaigns using familiar creatives for consistency.
Activated Search and Performance Max campaigns with trending investment terms to capture high-intent traffic.
Unified tracking and audience data to support seamless cross-platform retargeting and optimization.

Solution

To address the client multi-layered goals, we implemented a synchronized full-funnel approach:

This included:

Awareness: YouTube videos showcased new ETFs, optimizing for engagement and cost.
Consideration: Demand Gen campaigns re-engaged YouTube viewers with tailored offers.
Conversion: High-intent keywords and retargeted audiences powered Search and PMax to drive leads.
Cross-funnel insights shaped ongoing creative iterations and bid strategy optimization.

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