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Case study · Karen Tang CFP

220% more traffic and twice the leads for a Singapore financial planner

We revamped the web presence, SEO and paid funnels for a Singapore-based certified financial planner, growing website traffic 220% and doubling online leads year over year.

Website traffic (YoY)
+220%
Qualified leads (YoY)
2x
Channels
SEO + Ads
Ongoing split tests
CRO

The challenge

A prominent financial planner needed a modern digital presence to capture high-net-worth search intent and increase inbound client enquiries.

Our approach

Financial services run on trust. We split-tested design and ad targeting heavily, building a funnel that felt authoritative and personal and optimising for lead quality rather than raw volume.

What we did

  1. 01Search optimisationCompetitor and keyword research to capture high-intent financial queries.
  2. 02Paid funnelsOptimised paid campaigns to drive immediate, qualified traffic.
  3. 03Continuous CROOngoing A/B tests on audience targeting, landing-page design and funnel flow.

The results

  • Twice the leadsOnline qualified leads up 100% year over year.
  • 220% more trafficWebsite traffic up 220% year over year.

More results

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