Immediate Optimization for Wealth Management Client

The Ambition

Level Agency executed a do-no-harm takeover for a wealth management client, aiming to implement account-wide efficiencies within a concise 4-week timeframe. By conducting an in-depth audit across all accounts, Level was able to pinpoint areas for immediate optimizations and gather information to inform a go-to-market strategy for the client. This approach allowed for not only a seamless transition but for also setting a solid foundation for future growth and efficiency improvements.

The Approach

Level's audit process quickly prioritized low effort/high impact optimizations while outlining a testing strategy. Actions included:

The Results

After only three weeks of active management, Tradename Search clickthrough rate increased by 7.5% with click costs decreasing 4%.