Findex

How we helped Findex land 85% more sales-qualified leads

Windsorborn - Findex Case Study

Findex is one of Australasia’s leading financial advisory firms, with over 110 locations across Australia and New Zealand.

When they reached out to us, they had hit a growth plateau for driving leads for their wealth management service, and were also looking to generate new sources of business advisory clients from digital.

Anyone can tell you how competitive the finance space is. Findex had tried launching lead generation activities into various digital channels, but struggled to get quality leads that would convert into clients.

Technology
Creative
Copywriting
Technology & Web
User Experience (UX)
User Interface Design (UI)
Performance Marketing
Performance Marketing Strategy
Growth Marketing Strategy
Paid Search Strategy
Paid Social Strategy
SEO Strategy
Media Buying
Paid Search
Paid Social Media
Search Engine Optimisation (SEO)
Technical SEO
On-Page SEO
Optimisation + Data
Conversion Rate Optimisation (CRO)
Strategy
Data Collection
Experimentation
Landing Pages
Analytics
Analytics Platforms
Tag Management
Dashboarding
APIs + Tracking
Data Layer Integration

After auditing Findex’s existing ads activity, we met with their marketing team to understand their key focus areas, and conducted interviews with the Findex sales team to get a better picture of who their ideal customers are.

This lead to some crucial insights that would lead our strategy forward:

1
Consumers don’t necessarily use the “industry terms” in search and their needs didn’t perfectly align with the existing site structure.
2
Many potential ideal
clients weren’t being reached due to an over-reliance on search advertising and lack of top of funnel.
3
There was no clear feedback loop between sales and marketing about the quality of leads and where/how they were generated.

Approach

We knew that the key to solving our problems would come from better data, flowing all the way from awareness to the closed deal.

So we worked closely with the team at Findex to overhaul their conversion tracking, and to implement a feedback loop from their CRM.

We brought all of this data together with real-time reporting, creating an easy way to see what activities were performing best and driving actual opportunities.

Findex Case Study
Landing page

We helped Findex to develop their offer in language that would resonate with their potential clients. We then used this offer in conjunction with search data to craft a custom landing page which uses keywords from search to dynamically generate the most relevant headline. This page achieved a conversion rate that was 20x higher than the original page we were using for search.

Findex Case Study

Results

Increase in sales qualified leads
+85%
Increase in landing page conversion rate
+20X
key takeaways
  • Lead generation businesses need a strong feedback loop and cooperation between their marketing and sales teams to drive better results.
  • Understand your audience and shape your offer and marketing around them and their behaviour.
  • Don’t underestimate the power of data gathering and auditing. Identifying key insights can lead to the fastest improvements in results.
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