LPL Financial Investment Insights

In conjunction with LPL Financial and Astoria Bank, creation of a multi-touch, lead nurturing campaign designed to convert leads into new customers. Scope expanded over digital and traditional touchpoints.


Case Study


Responsive microsite

Creation of a responsive microsite that was based on sharing key industry insights. Site was designed for ease of content updates.

Responsive email campaigns

Digital marketing via targeted email campaign and email automation software to key customer demographics.

Analytics review and retargeting

A/B testing and analytics review provided the backbone to consistently fine-tune subject lines, calls to action, and overall email design.

Traditional sales and marketing tactics

In addition to digital channels, tactics such as postcards were employed for traditional customer acquisition.

LPL Financial

Investment Insights