Wilshire
Brand transformation & doubled sales opportunities, dynamic branding and a structured martech stack design
Brand Transformation & Growth Strategies
Wilshire is an Los Angeles-based global financial data firm, allowing investors and servicers to quickly and easily acquire, extract and analyse investment data. They are scaling up at lightning speed.
Wilshire engaged SmallGiants in 2022 to update and elevate their brand identity. Based on research and data, SmallGiants collaborated closely with Wilshire to outline an exciting new value proposition and visual identity, craft growth strategies for exponential expansion, and developed a new website and online applications to convey how the company’s investment management services help to create order out of chaos.
Outcomes
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CTR 15x
above the industry benchmark for display ads, and a 600% uplift from prior campaigns
3 Months
to halve the cost of CPC through automatisation.
3x lower CPC
Of search ads, compared the industry benchmarks
CTR 4x higher
than prior campaigns. Optimised over a period of 9 months.
73%
the advantage our best-performing campaigns achieved over the industry benchmark.
CTR 15x
Above the industry benchmark and a 600% uplift from prior campaigns
Lowest cost
per conversion and converted, opportunity, per channel.
Our approach
360º Comprehensive Audit
The team conducted a thorough review to identify challenges and prioritize improvement areas, which informed the recommendations to transform the current state.
Analyse
Design
Implement
Test & Refine
Our approach
This unique challenge emerged from Florence's intricate customer platform implementation. SmallGiants skillfully interrogated the system to create a roadmap for seamlessly connecting internal teams, data, and customers on a unified platform, allowing Florence to focus on scaling their business.
Discovery & Assessment
Requirements Analysis
Technical Evaluation
Recommendation Development
Our approach
SmallGiants' seasoned CRM specialists successfully implemented CPQ software and introduced a 'Recurring Revenue Tracker' enhancing capabilities for renewals, upsells, and amendments.
Discovery Phase
Architecture & optimisation
Implementation & testing
Dashboards & reporting
Test, go live & aftercare
Our approach
SmallGiants' seasoned CRM specialists successfully implemented CPQ software and introduced a 'Recurring Revenue Tracker' enhancing capabilities for renewals, upsells, and amendments.
Analyse
Design
Implement
Test & launch
Website design and development
Complete redesign and re-architecture of the existing website to reflect the new brand, the needs of different audience segments and provide relevant information across the user journey.
Award-winning video
Animated video to promote Wilshire’s efforts to promote sustainable investing, from storyboarding to full animation and production. Winner of two Web Excellence awards for "Video design and creation in Sustainability" and "Video creation in Banking & Finance".
Supporting materials
A range of cohesive brand assets supported sales and marketing efforts, from printed collateral to video animations.
Digital marketing strategy & campaigns
After SmallGiant's seasoned B2B marketing team conducted holistic research and designed an integrated strategy going forward, utilising SEO, paid media campaigns and CRM integrations for improved ROI.
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SalesForce integration
Salesforce audit and restructuring ensured clean and relevant data and clearer visibility along the entire pipeline.
The SmallGiants Salesforce experts consolidated multiple instances across different departments into one to help create a seamless customer experience and develop new processes for sales and marketing workflows.
Marketing automation was designed, implemented, integrated and rolled out: a brand new Pardot instance now ensures end-to-end automation across marketing and sales.
Lead flow, lead management, MQL process for scoring, grading and nurturing has been established as well as extensive reporting to serve data visibility.
01.
Research
Research prior ad campaign performance, market trends, audience mapping and competition.
02.
Develop
Develop ad campaign messaging and creatives.
03.
Iterate
Crafting and testing the right audiences, segmenting specific approaches, messaging and campaigns based on the market and personas.
04.
Explore
Exploring novel-to-brand ad formats, including document ads and message ads.
Paid Media Management
Our paid ad experts collaborate with Delinian brands to constantly optimise advertising efficiency and explore new avenues of growth matching the pace of shifting business objectives. Monthly reporting, analises and strategy realignment enables constant advances.
Creatve & Branding
Creative advertising concepts developed for the Insider Group brands to elevate the value proposition and present the contemporary look and feel of the recent rebrand and modernisation.
Consistency is key for any brand: our designers transformed the social media presence of all 5 brands to reflect continuity and attract followers with visually dependability.
See how far we've come
“The SmallGiants team exceeded our expectations on their professionalism, forward looking view and strong project delivery. They were a natural choice in helping us translate our value clearly in the marketplace."
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