Case studies
Discover our success stories and impactful outcomes in our case studies section. Explore how our solutions have empowered clients to overcome challenges and achieve their goals.
Discover our success stories and impactful outcomes in our case studies section. Explore how our solutions have empowered clients to overcome challenges and achieve their goals.
To boost brand awareness and drive traffic to key pages on their newly launched website, our client utilized Asset TV IQ Engage to run monthly campaigns targeting the same audience with fresh, relevant content. By leveraging our audience sentiment analysis, the client ensured that trending topics were delivered to the audience at the right time.
Wanting to gain insight into what current investors are looking for when choosing a Municipal Bond Investment and running on a tight deadline, we delivered a 10-question survey to our client's target audience.
Our client aimed to demystify private markets for investors, providing valuable insights into how private equity, credit, and real estate can enhance risk-adjusted returns and play a strategic role in modern investment portfolios.
Ahead of launching a new derivatives product, our client required actionable insights into current market trends and investor practices.
Registered Index-Linked Annuities (RILAs) are often perceived as complex or misunderstood. Our client sought to highlight their benefits, enabling advisors to better understand how RILAs can mitigate retirement risks and enhance portfolio growth, while positioning themselves as a leader in this market.
Our client aimed to demystify private markets for investors, providing valuable insights into how private equity, credit, and real estate can enhance risk-adjusted returns and play a strategic role in modern investment portfolios.
With the launch of a new sustainable fund, our client's goal was to raise awareness of the new product and drive registrations for their event.
With a goal of boosting content engagement from advisers at target wirehouse firms, we referenced user data to create a targeted audience at a company level, with a secondary criterion of being engaged with our client's content across the Asset TV platform in the past 12 months.