Last Updated on February 1, 2025
Client Name: A Leading Investment Services Company
Industry: Finance
About the Client
The client is a premier Indian investment services company providing a broad spectrum of financial products and services. With a solid foothold in India and GCC countries, the company is renowned for helping individuals and businesses achieve their financial goals.
Focus Area
This case study highlights the Brand Awareness Campaign and Creative Social Media Campaign executed for the client, aiming to amplify visibility, spark conversations, and encourage financial literacy and proactive investment.
The Challenge
- Perception Issues: Many individuals perceive financial planning as daunting and complicated, leading to delayed action.
- Engagement Gap: While the client had an established audience, reaching new users and encouraging engagement from non-followers was a major hurdle.
- Seasonal Competition: With New Year resolutions trending across industries, the challenge was to stand out in the clutter and build relevance during the holiday season.
The Solution
Creative Campaign Concept
We crafted a campaign around the futility of resolutions that are often short-lived, encouraging people to take control of their financial future. The focus was on proactive planning, breaking down complex financial topics into relatable and actionable messages.
Implementation Strategy
Platform Focus
The campaign leveraged Instagram, a platform with significant engagement opportunities, to create relatable content for a younger demographic and beyond.
Reel-Based Content
We produced 4 high-quality, engaging reels with thought-provoking yet humorous narratives, encouraging users to reflect on their financial resolutions and take decisive action.
Targeted Outreach
Strategic targeting ensured we reached new audiences (non-followers) while also maintaining visibility among existing followers.
Engagement Drivers
Each reel included a clear call to action, driving conversations, comments, and shares around financial responsibility.
Results
The campaign ran from December 30 2024 to January 7 2025, delivering exceptional results:
🔹 High-Performing Content:
- 4 reels, each exceeding 400K+ views.
- Over 83% engagement from non-followers, indicating successful outreach to new audiences.
View this post on Instagram
View this post on Instagram
View this post on Instagram
View this post on Instagram
🔹 Increased Engagement:
- Comments and shares sparked meaningful conversations about financial resolutions.
- Users appreciated the fresh, relatable tone of the campaign.
🔹 Enhanced Brand Visibility:
- Sustained visibility and recall for the client during a competitive period.
Conclusion
This campaign demonstrated how a creative, well-targeted approach could overcome perception issues, engage new audiences, and position the client as a reliable partner in financial planning. By aligning with New Year sentiments in a unique way, the client successfully reinforced its brand presence and engaged with a broader demographic.
Client Feedback
"The campaign exceeded our expectations by creatively addressing the barriers to financial planning and resonating with our audience. The results speak for themselves, with unparalleled engagement from new users and strong brand recall. We are delighted with the innovative approach and execution."
