Financial Services Client Case Study

The client wanted to build a solid email marketing plan

Situation and Goals:

  • This financial services client wanted to increase traffic to their latest blog post as it was timely to a national and global topic. They wanted to utilize email to increase views.

Optimization Technique:

  • Created an eye catching email banner that highlighted the main topic
  • Used email copy that was informative, but unbiased
  • Provided 3 CTA opportunities to click to the blog post


  • Successfully delivered the email to 97.3% of the list
  • 22.1% email open rate and 3.3% email click rate
  • Open rate was 1.2% higher than the industry average
  • Click rate was 1.34% higher than the industry average