Case Study: Large Financial Services Company
Strategy Consulting
Strategy engagement helped financial services client optimize their overall marketing investment.
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