Case Study
Grand River Financial Services
Waterloo, Ontario
+61 High Value Leads with -82% Cost Per Click
Introducing Grand River Financial Services
Grand River Financial Solutions (GRFS) offers comprehensive financial services, including investment planning, financial planning, mortgage advisory, business risk management, and insurance. Based in Kitchener-Waterloo, GRFS provides personalized solutions tailored to individuals and businesses, ensuring a clear understanding of financial options and long-term planning strategies. Their team assists clients with tax strategy, retirement planning, and group benefits. GRFS emphasizes local, in-person consultations, aiming to help clients achieve financial goals and security through informed, professional advice.
Challenge
The financial space often relies heavily on long-lasting relationship building, and in many cases the beginning of a working relationship begins as a lead. With qualified leads being quite difficult to come by, GRFS was looking to expand their client base and garner leads to build relationships.
Solution
GRFS needed a solution that would garner valuable, qualified leads for their business. This started with building an advertising strategy that showcased their value propositions, while also reinforcing the importance of long-term relationships with advisors.
Tactycs designed an advertising strategy that utilized graphics and videos related to GRFS’s “Life Roadmap” detailing a lifetime of financial needs & hurdles. These advertisements were made to reinforce the need for consistent, positive financial advising many people require, while also noting the existing relationships GRFS has built along the way. Tactycs knows GRFS is all about relationship building, so focusing on that was the clear solution throughout the campaign.
The Result: Increase in Qualified, Valuable Leads
+61 Leads
Tactycs Optimized Ads, Resulting in Multiple Benefits:
-81.9% Cost Per Click
9.3% Ad CTR
Over +1,700 Website Traffic