Finance-o-metre: creating a WordPress

The client and the challenge

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.

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!

What the project team had to say

”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

Key takeaways

01.

As in any pilot project, the test phase should not be neglected. This stage of the project enables you to analyze the market and make crucial adjustments to ensure success. Thus, in the case of finance-ô-mètre, this “testing the market” has ensured the platform’s success!

02.

In a lead generation strategy, content is the key to success. In the case of finance-ô-mètre, the content is useful, entertaining and super-simplified at the same time, which made it possible to reach the desired target and obtain better-than-anticipated benefits.