Case Study

Reaching the Right Audience Online with Wealth-Based Targeting

Case Study

Reaching the Right Audience Online with Wealth-Based Targeting

A leading financial services firm was planning an acquisition campaign to attract consumers to open accounts and raise brand awareness among wealthy individuals. The firm wanted to target consumers with more than $100,000 in invested assets per household. 

The challenge was that most financial firms target prospects by income, geography or online behaviors. But these have proven to be unreliable indicators of invested assets. So, the firm

leveraged our wealth-based Digital Targeting Segments to differentiate online consumers in real time based on their financial profiles. 

As a result, the firm was able to serve ads only to visitors that lived in geographies where we estimate there is an average of over $100,000 in invested assets. The results were impressive:

78% of campaign impressions reallocated to the right target audience

Expected opening balances increased for new accounts by 88%

Read our case study for full details.