Case Study: Asset Management Firm achieves double-digit on-site engagement lift with BlueConic

Asset Management Firm - Customer Case Study

Asset Management Firm, which partners with financial advisors across the United States, needed to bring predictive models and insights used in large-scale offline programs (direct mail and call centers) into their digital channels. They wanted to target individual advisors online from a universe of up to 300,000 licensed advisors and translate marketing analytics into actionable, personalized web experiences—so they engaged BlueConic to operationalize those insights on the website.

BlueConic implemented data collection and integrations so campaign assignments and product propensity scores flow into a campaign-driven web layer, dynamically surfacing tailored messages as advisors met segmentation criteria. This enabled rapid, right-time interactions that aligned online messaging with offline programs; the Asset Management Firm saw significant lifts in on-site engagement, with click-through rates on targeted messages ranging from 5% to 40% versus very low prior engagement.