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EFS to Wealth Cross Sell Campaign
Project Type
Email Marketing
Date
April 2023
Location
Alberta
Role
Marketing Lead
The EFS to Wealth Cross-Sell campaign is an email marketing initiative designed around a funnel marketing framework. The campaign targets profiled clients with the potential to be converted to ATB Wealth clients. This project involves a series of 5 to 8 personalized emails tailored to the unique journey of each client, with the ultimate goal of connecting clients with an advisor. The campaign recorded above-industry-average metrics for open rate, click-through rate, and conversion rates. Through this personalized approach, the campaign has successfully brought in approximately $400,000 CAD in assets under management.
