Financial Services
With success stories from a famous bank to a beloved insurance company, we know the ins and outs of regulated industries and hard to reach consumers.
Delivering the right customers for financial institutions.
We understand the need for financial services business to drive sustainable growth by attracting, converting, and retaining prospects most valuable to their business. We are also familiar with targeting tactics that are effective and compliant in reaching the ideal cohorts for banking, insurance, and investment products. Our approach to financial services clients leverages valuable 1st party insights around risk, retention, and customer value to set tiered approaches to target audience development and communications plans designed to deliver business objectives.
Global payables solution Tipalti needed to build awareness with customers in key markets. Mediasmith analyzed and recommended markets, locations, and units, with an emphasis on commuter patterns. Around key accounts. We also developed a rigorous measurement plan that focused on location specific increases in Tipalti.com activities – which included over 70% increases in site traffic, and over 20% longer sessions.
California State Automobile Association (CSAA) is a regional provider of Auto, Home, and Life Insurance. To support a major rollout effort, Mediasmith performed a deep review and prioritization of markets across 24 States, and ultimately developing three tiers, each with customized multi-channel mixes to guide investments. After 12 months we had driven +30% in policy sales and +50% increases in search activities.
Competitive pressures required brand reinforcement to early-stage companies (specifically targeting founders in the seed/series A stage process). Immersing ourselves in startup culture brought niche websites and podcast partners to media plans, and we also reached company founders using ABM data, lookalikes, and video. The results included driving 33% lower CPMs, and an almost 2x increase in engagement rates.
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