Goelzer Investment Management
Equipped with a well-structured brand identity, Goelzer Investment Management, an investment and financial advising firm for ultra-high net worth individuals and regional institutions, needed help reaching their niche audiences. To hone their strategy and build awareness, Goelzer turned to CVR. CVR went all in for Goelzer by unlocking key insights delivering:
4.5+million
impressions
8,500+
unique campaign site visits accounting for >25% of total site traffic
45%increase
in site traffic
2.85% CTR
across digital tactics
We began by performing an audit of Goelzer’s existing external communications and media channels, including a competitive analysis and discovery interviews with key stakeholders. These insights informed a targeting and creative strategy focused on who these audience segments are, why someone would consider changing financial advisors, when they are most likely to make a move, and what they expect from their relationship with their financial advisor.
Building on the Goelzer branding, we developed video, digital, premium mailers, and print materials that were hyper-targeted through geo-fencing and supported by premium media placements, selecting high-end national and local outlets. By pulling the brand look and tone through advisor sales and presentation materials, we reinforced consistency and brand trust. We enhanced awareness at potential client touch points through event sponsorships and in-person activations.
