FIN TECH

How The Entrust Group Increased Revenue by 7-digits

"The Entrust Group was able to grow the overall marketing contribution to sales from 13% to 20%; this meant a business growth that amounts to 7-digits, all directly attributable to our campaigns and Growth Driven Design efforts that Market 8 has been working on with us."

Yvonne Garcia - Director of Marketing
TEG

Key Results

0%

Marketing contribution to sales

0

-digits in additional revenue

0%

more MQLs

0

Leads generated

The Challenge

The Entrust Group is a mature company whose website was already delivering results in terms of traffic, leads, and sales before engaging with Market 8. They wanted to improve the quality and quantity of leads and improve marketing’s contribution to sales. They engaged Market 8 to help them run a continuous optimization program.

The Approach

We followed a Growth-Driven Design (GDD) approach to making improvements to the site: GDD is a data-driven approach that starts with research which informs an action plan, then prioritizes actions based on the level of impact to the business. Over time, small improvements are made to the copy and design.

We identified a series of landing pages that were critical in the user flows and campaigns being run.

Continuous Optimization

As soon as the research process began to uncover areas of improvement, we began an agile process of executing on improvements.

Every 8 weeks we select new items to work on, beginning with the ones that have the highest expected positive impact on TEG’s leads and revenue. We also evaluate the results of the action items from the previous 8 weeks, and noted lessons learned that could improve other areas of the website.

About The Entrust Group

The Entrust Group (TEG) is the leading Real Estate Self-Directed IRA administrator in the United States. A self-directed IRA is a retirement account that gives individuals complete control over their investment choices. Self-directed IRAs don’t limit investors to stocks, bonds, and mutual funds. It allows for alternative investments in asset classes such as real estate, precious metals, and private businesses.

The buying journey of a self-directed IRA investor is reliant on education and the availability of knowledgeable customer service representatives to answer questions about getting started and managing accounts.

TEG has the most comprehensive learning center and was uniquely positioned to capture even more share.

Market 8 is helping TEG to continuously optimize their website for growth through Growth Driven Design.

www.theentrustgroup.com

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