Finance Your Freedom: KRFTWRK Assisted Capital Growth in Modernizing Their Brand
KRFTWRK, a full-service product design, and digital marketing studio, assisted Capital Growth in modernizing their brand with a complete re-brand and new website.
About Capital Growth
Meet Capital Growth: a San Diego-based wealth management firm. Specializing in estate planning and portfolio management, this team of a dozen highly qualified financial planners, consultants, analysts, and lawyers are focused on helping people finance their futures.
Challenges
As a small local firm, the majority of Capital Growth’s clientele comes from referrals, but their website wasn’t serving as a good validation piece for prospective customers. It was outdated and lacked resources. Their clients were also looking for an easy self-education hub to keep them in the loop on market trends, company updates, and client-related events.
Solution
KRFTWRK helped Capital Growth bring its brand to the modern age with a full re-brand and a new website. With this foundation in place, they were able to run quarterly webinars, publish monthly educational resources, and even build a few interactive lead generation tools such as risk assessment tests and wealth percentile calculators.
Pair this with monthly social media calendars and client emails. Capital Growth’s client retention rates rose, their referrals closed faster and more frequently, and clients started self-serving on their website instead of taking up administrative time.
Strategies
- Lead Generation
- SEO
- Email Marketing
- Social Media
The Result
- +180% Increase in Monthly Traffic
- +686% Increase in leads
- +78% Increase in Social Media Followers
- +59% Increase in Organic Ranking
About KRFTWRK
A full-service product design and digital marketing agency KRFTWRK is focused on delivering high-quality design prototypes & marketing processes for tech, startups, and SaaS.
