Top Financial Services Provider
Their Story
This leading financial services provider is one of the largest banks in the United States. In addition to offering a wide range of banking and lending solutions, they provide content and resources designed to promote smart financial decision-making and overall financial wellbeing.
The Challenge
The brand was already using financial content to organically engage its audience but needed to evolve that experience to be more robust and engaging.
They aimed to enhance their content ecosystem to better support users in making informed financial and investment decisions—while also using those resources to:
- Drive new customer acquisition
- Expand the number of services used by existing customers
The Insights
Analysis revealed that while the brand had valuable content, it lacked the structure and optimization needed to fully capitalize on search demand and user intent.
Additionally:
- There was an opportunity to align content more closely with high-value financial topics driven by SEO data
- Users needed more interactive and engaging tools to support decision-making
- A stronger connection between content and media activation would increase both reach and conversion potential
The Strategy
To increase brand visibility and drive growth in both traffic and leads, Rise developed a three-part strategy:
- Strengthen SEO performance across the site
- Build an integrated content strategy focused on education and empowerment
- Activate a full-funnel media campaign to amplify reach and engagement
The Solution
Rise implemented a comprehensive content and activation strategy:
Site-Wide SEO Audit & Optimization
- Conducted a full audit to identify keyword opportunities
- Optimized existing content and developed a roadmap for new, search-driven content
- Improved organic rankings while guiding future messaging
Data-Driven Content & Resource Creation
- Developed interactive tools such as financial calculators for mortgages, savings, and related topics
- Expanded branded content to educate users on financial services and investment topics
- Delivered content across multiple formats, including blogs, videos, and infographics
Full-Funnel Media Campaign
- Activated paid media across native and programmatic channels
- Delivered personalized messaging based on user intent and funnel stage
- Drove qualified traffic to the enhanced content experience
The Results
By strengthening SEO, expanding content offerings, and supporting it with full-funnel media activation, the brand created a more engaging and effective resource hub. This approach increased visibility, improved user engagement, and supported both new customer acquisition and deeper relationships with existing customers.
