TrustPlutus :
Expanding Wealth Management Client Base with Precision Targeting
About Company
TrustPlutus specializes in customized wealth management solutions for high-net-worth individuals. They faced challenges in engaging a very specific demographic through email campaigns.
Objective
Broaden the client base by effectively reaching high-net-worth individuals interested in wealth management.
Challenges
Low Engagement Rates: Difficulty in achieving high engagement rates in email campaigns.
Targeting Precision: Need for precise targeting to reach high-net-worth individuals.
Personalization: Crafting tailored messages that resonate with the target audience.
Solution
Refine Email Targeting: Use detailed demographic and psychographic data to improve email targeting.
Integrate Data: Merge existing customer data with Leadzen.ai’s insights for better personalization.
Segment Prospects: Classify prospects based on net worth and investment interests.
20%
Email Open
Rates Increased
25%
Conversion Rates
30M $
Management Growth
Gautam Kale
Director at TrustPlutus Wealth
Leadzen.ai has truly transformed our email campaigns and client acquisition strategy. Their ability to precisely target high-net-worth individuals and deliver personalized messages has greatly enhanced our engagement rates and conversion rates. We have successfully expanded our client base and increased our assets under management by $30 million, all thanks to their data-driven approach. The collaboration with Leadzen.ai has been invaluable, and their dedication to understanding our needs and delivering results is unmatched. Our email open rates increased by 20%, and conversion rates improved by 25%
Value Proposition Communication
Customized messages focused on individual financial goals and unique value propositions.
Engagement Enhancement
Enhanced email open and conversion rates through precise targeting and personalized messaging.
Outcome
Email Open Rates Increased By: 20%, from 15% to 35%.
Conversion Rates Improved By: 25%, resulting in 150 new clients.
Assets Under Management Growth: Increased by $30 million.
Conclusion
The partnership between Infocus and Leadzen.ai demonstrates the significant impact of a well-structured outreach campaign in promoting specialized services and generating business opportunities. Through Leadzen.ai’s expertise, Infocus successfully reached their target audience, showcased their capabilities, and facilitated meaningful consultations to address specific business challenges.
