Shore Financial Lead Generation and Content Creation

Client: Shore Financial
Industry: Mortgage and Finance
Project: Lead Generation Campaigns and Video Content Creation

Challenges

Shore Financial, a prominent mortgage and finance company, needed a targeted approach to generate more leads for specific customer segments and engage their existing clients. Key challenges included:

• Lead Generation Needs: Required a consistent flow of high-quality leads, specifically for first home buyers and refinancing clients.
• Content Creation: Shore Financial required professional video content for their PPC campaigns, SEO, EDMs (Email Direct Marketing) and social media.
• Client Engagement: Through content creation, we needed to engage their existing customer base to keep clients returning for additional services and ensure long-term loyalty.

Strategy

To tackle these challenges, we crafted a focused strategy targeting lead generation, high-quality content creation, and client engagement:

• Targeted Lead Generation Campaigns: Developed and managed campaigns aimed at first home buyers and refinancing clients to drive high-quality leads.
• In-House Video Production: Utilised in-house content creators with finance expertise to produce, shoot, and edit videos tailored for social media, EDMs, and customer journey support.
• Client Engagement Content: Created engaging video content that not only supported campaigns but was also used across Shore Financial’s social media channels, website, and EDMs to strengthen connections with existing clients.

Execution

Targeted Lead Generation Campaigns:

• Ran ongoing ad campaigns focused on first home buyers and refinancing clients, generating a steady flow of high-quality leads.
• Optimised campaign performance over 18+ months to consistently drive 30 high-quality leads per week with a 10% conversion rate.

In-House Video Production:

• Produced a series of high-quality videos using our in-house team with finance industry expertise, ensuring the content was both engaging and informative.
• Created content specifically designed to support ad campaigns, as well as for EDMs, social media, and website use.

Client Engagement and Content Distribution:

• Integrated video content across Shore Financial’s customer journey touchpoints, increasing engagement and reinforcing brand presence.
• Enhanced Shore Financial’s social media and EDMs with fresh, relevant content that encouraged repeat business from existing clients.

Outcomes

The lead generation and content creation initiatives resulted in substantial improvements for Shore Financial, including increased lead quality, enhanced client engagement, and elevated brand presence. Key outcomes include:

• Consistent High-Quality Leads: Generated an average of 30 leads per week for 10+ months, with a conversion rate of 10%, for a range of customers including first home buyers, refinances and SMSF.
• Enhanced Content Quality and Versatility: Provided Shore Financial with professionally produced videos that supported ad campaigns, improved client journeys, and enhanced content on social media and the website.
• Improved Client Engagement: Increased engagement from existing clients through regular video content across multiple platforms, reinforcing customer loyalty and repeat business.
• CRM Integration: Linked PPC and website funnels with their CRM, for easy automated business.

Key Achievements

1. Steady Lead Generation: Achieved 30 high-quality leads per week with a 10% conversion rate.
2. Professional Video Content: Produced high-quality videos for social media, promotional activities, and website, enhancing brand and customer engagement.
3. Long-Term Campaign Success: Sustained lead generation and client engagement improvements over 10+ months.

Conclusion

Shore Financial’s lead generation and content strategy delivered measurable improvements in lead quality, client engagement, and brand presence. With a targeted approach, professional video content, and consistent campaign management, Shore Financial is well-positioned to continue attracting and retaining clients in the competitive mortgage industry.