Strategic Omnichannel Marketing for Ultra-High-Net-Worth Client Acquisition

Defiance Analytics builds Omnichannel strategy for Wealth Firm, netting 365 new ultra-high-net-worth clients, with a cost-effective $176 per conversion, bolstered by strategic ad placements and site pixel insights.

This wealth management firm, established in 2018, has quickly distinguished itself in the financial sector, earning accolades such as Best-In-State and ranking in the Top 250 Wealth Advisors List. The firm specializes in serving ultra-high-net-worth clients, including advisors, attorneys, accountants, and real estate professionals.

The Challenge:

To expand their client base and strengthen market presence, we implemented a comprehensive omnichannel marketing strategy tailored to the unique needs of ultra-high-net-worth individuals.

This strategy included:

  • Programmatic Advertising: Leveraged advanced algorithms to place ads across various digital platforms, targeting specific demographics likely to require wealth management services.
  • Google Ads: Focused on capturing high-intent queries related to wealth management for ultra-high-net-worth individuals.
  • Cold Email Campaigns: Initiated outreach to potential clients who fit the ideal customer profile but had not yet engaged with the firm.
  • Website Remarketing: Implemented remarketing strategies to re-engage visitors who showed interest in the services but did not initially convert.
  • Site Pixel Implementation: Gathered comprehensive user session data from the firm’s website to better understand visitor behavior and refine marketing strategies.
  • Paid Media on LinkedIn and Facebook: Utilized the professional and social networks of LinkedIn and Facebook to reach potential clients within the relevant professional groups and communities.
Campaign Results




New Clients


Cost Per Conversion


Cost Per Lead


This strategic omnichannel approach has been highly effective, securing nearly 400 new clients for the wealth manager over the course of our relationship. The average cost per conversion of just $176 demonstrates the efficiency and effectiveness of the targeted marketing efforts. The success of these initiatives boosted client acquisition and reinforced the wealth manager's reputation as a leading advisor for ultra-high-net-worth individuals. This case study exemplifies our capability to implement targeted digital marketing strategies that align with the sophisticated needs of specialized financial services markets.

  • Duration of relationship: Ongoing relationship
  • Impressions: Over 4.5 million impressions across all advertising channels
  • New Clients Acquired: 365
  • Average Cost per Conversion: $176
Client insights
Enhancing Visibility and Growth for a Fintech Leader's Income ETF

Standing out for their out of the box thinking and knowledge using AI and data to improve campaigns. Knowledge of Financial Services and Asset Management gives them a huge leg up.
Lori, Chief Marketing Officer