BACK
Case Study: Large Financial Services Company
Strategy Consulting
Strategy engagement helped financial services client optimize their overall marketing investment.
Results
Situation
Financial services company sought Ovative Group’s services in building the strategy for offering a more comprehensive suite of services across major digital channels to support a paradigm shift in the client’s digital marketing program.
Our Approach

Ovative conducted an industry sizing & benchmark audit to establish baseline for industry marketing spend. Industry data and the clients’ historical data were used to model projected growth over a 5-year period across various media mix portfolios.

Ovative used the model to identify opportunities to shift budget to optimal media mix and worked with the client to develop the full-funnel media strategy that would achieve these goals.

Together with our partners, we built:

  • INSIGHT: industry benchmark-based revenue forecasting model
  • OPTIMIZATION: optimal future media budgeting to achieve margin goals
  • ACTIONABILITY: roadmap & digital strategy to achieve