Edelman Financial

Edelman Financial, a national financial planning firm, had typically sourced new customers through seminars. True to form, West Cary Group invoked a data-driven approach as we launched Edelman’s first direct marketing acquisition campaign.

WCG developed an extensive test plan engineered to capture a variety of learnings quickly. We then designed strategies and developed differentiated creatives to get the most out of our testing.

“Positive ROI and key learnings”

Positive ROI was achieved in all markets. But even more importantly, we uncovered key learnings regarding frequency and multichannel integration that will be used to optimize future campaigns.

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Richmond, VA, 23220

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