Case Study
FinTech Story Stream Creates Demand and Leads to 10X ROI
Thought Leadership
Content and Creative
eMoney Advisor is a fintech firm that delivers solutions financial professionals need to help their clients realize their financial goals.
The Situation: Established advisor platform needed to invigorate pipeline
eMoney Advisor provides technology solutions that help financial advisors offer better advice to their clients. Scribewise and eMoney are longtime partners; we’ve helped build their content marketing strategy and craft articles, eBooks, landing pages and infographics to fuel eMoney’s marketing campaigns. The eMoney team is always experimenting and innovating to find new ways to reach their audience—especially as competitors and new financial planning tools vie for advisors’ attention.
“We have had significant success through the years with inbound marketing and have learned that, in the attention economy, we have to be continually innovating the ways we tell our story,” said Moira Bishop, eMoney’s VP, Brand Marketing. “We have a deep bench of thought leaders and it’s incumbent upon marketing to get our audience to engage with their thinking.”
The Complication: An overwhelmed, busy audience
Financial advisors live in a dynamic, unpredictable universe—financial markets on one side, needy clients on the other. Woven through this landscape is the very real fact that money is emotional—a source of both optimism and anxiety, often in the same day.
eMoney needed a dynamic, energetic way to attract advisors’ attention.
The Solution: An interactive Story Stream
To present the emerging idea of holistic planning in a new and different format, Scribewise proposed writing, designing and developing a Story Stream—an engaging, animated way to tell a story, far more dynamic than a static landing page.
To create the Story Stream, we first wrote the story and brainstormed visual cues. Then, we worked with our design team to storyboard the idea, marrying the words with compelling visuals that would illustrate the points in an engaging way. The final step was to add animation to the Story Stream to make it eye-catching as the user scrolled the page.
The Story Stream became the center of a campaign that posed an important life question for both advisors and their clients: “What fills your cup?” The campaign helped educate advisors about how they can develop holistic planning skills to offer clients the right resources that help them plan their entire futures, not just their finances. The Story Stream helped eMoney stand out from the dry content advisors are used to seeing and served as a lead generation tool with a form gating the eBook we wrote, designed and produced for this campaign.
In addition to the Story Stream and the eBook, we created a webpage guide and an infographic.
The Result: A 10:1 return on investment
eMoney distributed the Story Stream through two email blasts, with a bit of paid advertising support on LinkedIn. The emails had a combined open rate of 17.3 percent, with the first email being opened just under 25 percent of the time.
Almost 2,500 people clicked through to experience the Story Stream, with 786 of those visitors becoming MQLs.
The project led directly to more than $100,000 in new business for eMoney, delivering exactly what they were looking for—more-than-expected leads, great ROI (more than 10 to 1!) and a clear demonstration of their innovative spirit.
“Scribewise has been a true partner through the years, helping to tell our story in innovative ways that have had real business impact,” said Bishop.