Increase in leads delivered per quarter.
CLIENT
Chase Belgrave
Chase Belgrave International Marketing
Challenge
Acquire new business leads from multiple international markets for Chase Belgrave through our digital marketing services.
Chase Belgrave started as an independent financial advisor based in Zurich Switzerland, dedicated to financial planning services for expats. Over the years, Accuracast has overseen their growth into an international IFA.
Google search and display campaigns that we created and have managed for the past few years already deliver a steady flow of leads. The challenge was to scale qualified lead acquisition beyond search, across multiple markets, without compromising lead quality in a regulated financial services context.
The guiding hypothesis was that social media could serve as a viable international demand-creation layer for regulated financial services, complementing search by reaching qualified expatriate audiences earlier in their decision journey.
Strategy
Scaling regulated financial services demand through precise audience targeting.
The core strategic challenge was identifying expatriate audiences with genuine financial planning intent, while avoiding the inefficiencies of broad targeting common in paid social.
Our strategy prioritised behavioural and life-stage signals over broad demographics, enabling scalable reach across multiple international markets.
Chase Belgrave’s target audience is specific and needed to be precisely targeted. We used social media marketing as the execution layer for our strategy, with controlled testing followed by larger-scale promotion of their expat financial services.
Execution
Focus on highly successful lead generation activities.
As an international financial services marketing agency, our strategy followed a precise pattern of behavioural targeting combined with interests and demographics to identify expats in each country.
In addition to demand-led search ads, we also started advertising on social media, with a focus on one major network: Facebook.
Frequent ad creative testing and updates ensured we keep up engagement and avoid audience saturation.
The user journey was monitored from lead generation on platform to on-site messaging with follow-up mechanisms, to measure and optimise for qualified leads.
Behavioural & interest targeting
A/B testing on landing pages & CTA
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