Puilaetco, part of the Quintet Private Bank network, needed a strategy to engage ultra-high-net-worth individuals (UHNWIs) considering second-home investments. The challenge? Cutting through a crowded financial advisory market and creating a compelling reason for HNWIs to engage.
We deployed an insight-driven, education-first approach, creating a high-value lead magnet that resonated with this exclusive audience. The result? 285% of projected leads at just 34% of the expected cost per lead, with engagement surpassing all benchmarks.
Services provided:
UHNWIs don’t engage with generic financial marketing. They demand exclusivity, credibility, and actionable insights. We crafted an irresistible content asset—a premium downloadable guide offering expert-led insights into second-home purchases in prime European locations.
To ensure relevance, we launched a hyper-targeted Paid Search and Paid Social strategy. Paid Search captured in-market UHNWIs actively researching luxury property investments, while Paid Social amplified credibility and engagement, positioning Puilaetco as the go-to expert.
INCREASE IN HIGH-VALUE LEADS, EXCEEDING EXPECTATIONS
OF PROJECTED COST-PER-LEAD, DELIVERING UNMATCHED EFFICIENCY
OF PROJECTED SITE VISITS, REINFORCING STRONG AUDIENCE INTENT
By using Smart Craft insights, we transformed HNW engagement, building trust and positioning Puilaetco as the financial partner of choice for luxury second-home investments. With this success, we continue refining the strategy, expanding reach, and turning momentum into an unfair advantage.
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