Case Study: Workday Adaptive Planning achieves 30% higher CTR and 50% time savings with WordStream Managed Services

How Teamwork & Strategy Help a Financial SaaS Company Succeed

Adaptive Insights, a cloud-based financial SaaS provider, had brought PPC management back in-house after an unsatisfactory agency relationship. Carolyn Bradley, Marketing Program Manager, found the day-to-day maintenance, A/B testing and new SEO responsibilities quickly overwhelmed her capacity, preventing the account from getting the ongoing optimization and scale it needed.

They engaged WordStream’s Managed Services for a full account audit and hands-on management; the dedicated account team prioritized and executed improvements, freeing roughly 50% of Carolyn’s time. In three months WordStream helped roll out Expanded Text Ads, address Quality Score issues and adjust bidding/tests, driving a 30% increase in overall CTR, a 5% improvement in average position, reduced CPAs across key areas, and more scalable lead generation.

Workday Adaptive Planning

Carolyn Bradley

Marketing Program Manager