Increase in qualified leads

Centricity, a leading digital private wealth management platform, witnessed a phenomenal 80% increase in qualified leads within a year of implementing a strategic digital marketing campaign. This surge in high-value leads translated to significant business growth and established Centricity as a trusted partner for investors, wealth managers, and asset managers seeking a tech-driven approach to wealth creation.
digital marketing services for Centricity
About Centricity
Founded in [2022], Centricity is revolutionizing the private wealth management landscape. Their innovative platform bridges the gap between investors, wealth managers, and asset managers by leveraging the power of technology. Centricity offers a suite of solutions tailored to each user group. For investment professionals, they provide a gateway solution facilitating seamless portfolio management. Self-directed single-family offices (SFOs) benefit from consolidated reporting tools and differentiated product listings. Centricity is committed to empowering all stakeholders with the resources they need to achieve their financial goals.

The challenge

Prior to their digital marketing push, Centricity struggled to effectively reach their target audience in the highly competitive wealth management industry. The crowded market landscape made it difficult for Centricity to stand out among well-established firms with extensive resources and strong client bases. Traditional marketing efforts, such as networking events and print advertising, were not yielding the desired results in terms of attracting new clients or raising brand awareness. This lack of visibility was a significant barrier, preventing Centricity from demonstrating their unique value propositions and expertise to potential clients who could benefit from their services. To address these challenges, Centricity needed to pivot towards a more dynamic and targeted digital marketing strategy. This involved leveraging data analytics to identify and understand the specific needs and preferences of their ideal client segments. By creating tailored content and utilizing platforms such as social media, search engine optimization (SEO), and email marketing, Centricity aimed to engage their audience more effectively.
Services Used:

Business impact

TheMarketingBoy’s data-driven digital marketing campaign yielded impressive results for Centricity
Increase in qualified leads
Increased website traffic from relevant target audience segments
Enhanced brand awareness within the wealth management industry

Esteemed digital marketing solutions

Centricity’s commitment to innovation and collaboration was a driving force behind the exceptional results we achieved together. As valued partners, they established a dedicated account manager who served as a bridge between our marketing team and their subject matter experts. This open communication channel ensured a deep understanding of Centricity’s unique value proposition for each user group within the wealth management industry.
“TheMarketingBoy’s expertise in digital marketing has been invaluable in propelling our growth. Their targeted campaigns and informative content have helped us reach the right audience and generate high-quality leads. We’re now a recognized name in the digital wealth management space, and we’re confident that our partnership with TheMarketingBoy will continue to drive our success.” – CEO, Centricity
For Centricity, we put together a robust digital strategy that includes:

+75 %

Growth in online sales

300 %

Increase in website traffic

145 %

Increased customer engagement across social media platforms

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