My Financial Advisor______

Bridging The Gap

Uxury_MFA

Industry

Financial Services

Services

  • Online Lead Generation

  • Webinars

Challenge

Established in 2005, MFA is a Goal-based investing firm in the financial services industry. MFA guides its clients to make smart and informed decisions about their money. Based on the approach of trust and honesty, MFA coaches its clients on financial planning and investments using their expertise and experience.

Approach

To keep ongoing communication with their retail clients during the 2020 lockdown. MFA's earlier model included face to face meetings with their HNI clients. The offline element was crucial because the entire process of referral marketing depended on these meetings. The challenge was to keep being seen as the advisor of choice, by their private wealth and HNI clients, even when there was no means to have face to face meetings.

Uxury offered MFA an entirely online format to generate interest for their meetings related to financial planning. We helped them create online IPs and webinars for niche audiences. We also offered them ongoing metrics to publicise these webinars and make them more streamlined to the right audiences. We also got them a fair amount of followers on their social media pages, making their events popular among their chosen target group. Using Uxury's services, they were successfully able to get significant traction for their niche webinars for doctors, lawyers and groups of professionals.

Newsletter Design

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Newsletter Design

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Webinar Announcements

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