One Month to Triple Client Leads

Competing within the ultra-competitive asset management space, 3EDGE had little brand recognition and a small database of roughly 500 leads stemming from prior relationships. But 3EDGE had a secret weapon—a complex investment model that was driven by a mix of both machine learning and human oversight by a highly skilled leadership team.

We developed a lead generation campaign that emphasized brand & product education to build awareness and understanding for 3EDGE’s complex offering. We then partnered with a select group of media partners to expose the 3EDGE brand to a totally new audience and drive fresh leads. Throughout the campaign, we utilized story-telling and simple graphics to explain the sophisticated construct of their investment model, while demonstrating where their various funds fit in today’s challenging financial environment. The results were terrific—with average click-thru rates at nearly 30% and the delivery of over 1.1k new leads, we boosted their database of prospects by over 200%!