Case Study: Betterment boosts financial wellness awareness and 401(k) leads with Mission North

Betterment drives 1,200 leads with Mission North

The customer, Betterment, a digital investment advisor, needed to raise awareness for its 401(k) business, Betterment at Work, during a period of significant growth. The vendor, Mission North, was tasked with establishing Betterment at Work as a thought leader in the HR and financial wellness space.

Mission North executed a strategy that involved placing partnership announcements in HR trade publications and connecting Betterment spokespeople with top-tier policy and finance reporters. They capitalized on trends like the "Great Resignation" and launched a data study on employee benefits, which generated 23 media hits. This campaign drove 1,200 sales leads to Betterment at Work in its first month.

Betterment