Investment fund, London, UK. Team project, client name private
Investment fund: 14 contracts from GBP 200,000 each
Leads cost GBP 300+ each, and many were unqualified.
01 / 03Results in 2021
- 14
- closed wealth management contracts
- 2021
- when this work ran
Project team report, 2021
Project team report
02 / 03What we did
The work
- 01We narrowed targeting to employees of the top 50 companies that went public that year, with an offer of wealth management after share vesting.
- 02The warmest possible context: these people had just received capital and did not know what to do with it.
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