Case Study

Asset Management Firm

Asset Management Firm

pivotalROI ® © Cambia Information Group 2018. All right reserved. SITUATION: DATA ANALYTICS: OUTCOME: • Client desired to monitor the success of a new ad campaign • Campaign was designed to target both retail buyers and the corporate sales channel • Goals of campaign were multi-faceted: • Increase awareness • Improve perceptions of firm’s product offerings • Grow consideration and selection of firm’s products Asset Management Firm Case Study • Benchmark was conducted prior to campaign launch • Both buyer and seller audiences were surveyed semi-annually to monitor the impact-to date of the campaign • Monitoring was also able to provide feedback for adjustments to the ongoing campaign messaging • Monitoring provided feedback on ind

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