Finance-ô-mètre
To create a plateform to generate qualified leads in the financial services sector
Finance-ô-mètre is an initiative of the financial security advisors from Groupe SFGT. They had an idea they wanted to bring to fruition, so they turned to Axial, from where the mandate was born. The project was therefore to create an educational questionnaire that helped people consider their own financial situation, give them a score and present them with relevant advice directly related to it.
We carefully considered the best possible process for creating this online questionnaire. After determining the optimal flow, we analyzed the most effective tools to bring it to life. Once we decided on a custom design, we handled the integration and testing to ensure a seamless response experience.
The objectives
01
Inform and educate customers via Did you knows, a final report and blog posts.
02
Generate quality leads by completing the Finance-ô-mètre questionnaire.
03
Cultivate high-value leads with email marketing and blog posts.
04
Create Finance-ô-mètre’s branding and imagery.
THE SOLUTION
To fully meet the client’s needs, Axial not only developed a simple questionnaire, the agency also developed a downloadable personalized report in addition to a diagnosis that generates qualified leads. To achieve this, the agency used Active Campaign, which makes optimal use of data from site visitors who completed the questionnaire.
Then, in order to meet the objective of educating customers, the Axial team set up a blog that is the cornerstone of the content and acquisition strategy. Through the tactics implemented, the Finance-ô-mètre pilot project quickly turned into a successful, real project!
”We greatly appreciate the Axial team’s professionalism! The team delivered the goods without disappointment. They are the architect of our business success.”
David Thibeault, PrEsident
“It’s an interesting project because we tackled a something different from e-commerce: an interactive and educational quiz. This is a great tool for the average person who wants to become more involved in managing their finances. I actually learned things I could apply to my own finances!”
Elizabeth, PROJECT MANAGER
Extent of work
Business and digital strategy
- Business strategy
- Web strategic planning
- UX/UI design
Development
- Technology analysis and selection
- E-commerce website development
Optimization and marketing
- Email marketing
Project management
- Project planning and management
- Stakeholder management
