Winning Advisor Mindshare: How Targeted Media Exposure Boosted AUM for a Leading Financial Firm

Generate awareness and investor engagement

Campaign Objective: Generate awareness and investor engagement around product offering and performance for an investment firm among Canadian financial advisors and high-net-worth investors. Position products as leading investment vehicles to help increase AUM and position the company as thought leaders in the space.

BTV Performance Summary
Overall, the campaign delivered strong results, exceeding benchmarks while efficiently reaching advisors with relevant and engaging content

Reached the Right Audience:
Highly targeted multi-media including TV (BNN), social media and direct email using curated advisor list, ensuring messaging effectively reached the right audience

Delivered High-Performing, Engaging Content:
Content consistently outperformed industry benchmarks, capturing attention and driving meaningful engagement amount target audience and driving AUM

Maximized Cost Efficiency:
Delivered significantly higher impressions than comparable campaigns, achieving considerable cost-efficiency

*Performance metrics indicatedare over a 6-week campaign period.
**Tactics include full content creation, national broadcast, digitalcampaign/retargeting, targeted lists via direct email, curated nationalplacements on top financial sites and more for a fully customized deployment tomeet specific client requirements.

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