Client Success Stories

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Creating a Direct-to-Consumer Playbook

The head of mutual funds at a Fortune 500 financial services company was developing a new Direct-to-Consumer business. However, without any digital marketing resources on his team, he was struggling to address key strategic questions. Would redesigning the website boost conversions? How could he attract new customers?

BTG deployed a digital growth strategist who’d worked at Bain and led marketing departments at several high-growth eCommerce retailers. He began his work by helping the team define and hone their value proposition. Then, he analyzed existing site traffic to better understand core customer behavior and assessed whether back-end infrastructure truly served customer needs. Finally, he developed a comprehensive playbook the team could use to redesign their website, improve online marketing capabilities, and deliver on growth goals.

Industries: Financial Services
Project Types: Growth
Functions: Marketing , Technology



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