Basis drove an 80% surge in new users for a Global 500 financial client with a precision-targeted, multi-channel campaign, showcasing the power of expert insights and data-driven activation in B2B marketing.
A global financial services provider needed to boost awareness and engagement for its 529 savings plan among financial advisors. After previous disappointing results, they partnered with Basis to increase high-quality traffic and awareness, engage financial advisors to drive enrollment, and improve key metrics like time on site and page views.
Tailored Multi-Channel Strategy
Basis implemented a customized approach to drive quality site traffic and boost awareness of the client’s 529 plan.
Improved Engagement
Focused efforts led to stronger metrics, including increased time on site and higher page views.
Strategic Alignment
By aligning with the client’s goals and addressing financial advisors’ needs, Basis transformed an underperforming campaign into a lasting success.
Data-Driven Strategy
Using audience insights, Basis tested and optimized platforms like Bing, Meta, DSP audio, and native buys, ensuring ads reached advisors in the most relevant environments with multiple touchpoints.
Expertise & Flexibility
Acting as an extension of the client’s team, the Basis Consulting & Activation Team adapted to regulations, shifting business priorities, and real-time feedback to keep strategies aligned and drive better outcomes.
Clear, Actionable Insights
Integrating Google Analytics and platform metrics, transparent reporting enabled the client to track performance, justify budgets, and refine strategies.
Operational Excellence
Proactive problem-solving eliminated waste and optimized resources by resolving challenges like fraudulent traffic and tracking consent changes.
Performance Gains
Year-over-year increases in traffic, page views, and site engagement exceeded expectations without expanding the budget.
Industry Recognition
Highlighted as “Best in Class” by LinkedIn for innovative strategy and execution.
Stakeholder Impact
The client shared that the campaign established a trusted solution for financial advisors and led to improved marketing performance and increased stakeholder satisfaction.
