Case Study: Adviser Investments achieves trusted attribution and proven marketing ROI with The Pedowitz Group and Bizible

Adviser Investments achieves 100% touchpoint continuity with The Pedowitz Group

Adviser Investments, a wealth management firm, faced the challenge of their Bizible attribution platform decaying due to a lack of in-house expertise. Their marketing team needed to prove ROI and show which channels drove business, but without dedicated knowledge, data was drifting and features were going unused. They engaged The Pedowitz Group to help turn their software license into a functional practice.

The Pedowitz Group operationalized Bizible for Adviser Investments by maintaining data accuracy, training the marketing team, and implementing advanced platform features. This solution enabled the in-house team to run attribution projects independently. The results included zero platform decay, the adoption of Tier 2 Bizible functions, and the active use of attribution reporting to make informed channel and budget decisions.

Adviser Investments