Daily News

Build a digital product portfolio for legacy publisher

Situation + Problem(s)

Site needed revenue and traffic-generating products. Existing video vendor was a cost, ad sales team could not 'sell into' its ad platform.

Content marketing products were non-existent.

🛠️Methodology

Integrated new video platform with built-in ad sales pipeline.

Partnered with Bankrate to embed modules and financial products into articles and digital product modules via CMS/Ad Server.

📈Results

• 700%+ product revenue increase

Business Homepage: Presentation Test

Integrate multiple CTAs throughout public pages

• Humanize marketing language to explain and attract account opens
• Offer paths to deeper education of financial products

Humanize the financial advisor

Simplify complex financial products into conversation form, maintain JPM Chase Voice standards
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‘Multi Question Multi Answer’ (MQMA) simulation form powered by third party SAAS tech (InvestCloud)
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Carry-over answers from one screen to another

Intelligent form-fill sequencing

Answers reveal following questions; tool-tips for expanded descriptions
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Conversational form powered by third party SAAS tech — manage vendor relation and ensure QA\