As a boutique portfolio management firm, it was important for TWM Group to look the part. They needed a website redesign (soon live, the landing page can be seen at https://wealthmanagement.twmgroup.ca/), savvy copywriting and proper advertising campaigns.

Client was struggling with a business that had steadily decreasing revenue over the course of 3 years. This was sped up by the fact they went through an acquisition that wasn't integrating with their parent company quickly.

The client has over 5,000 SKU's, and a percentage of sales comes over the phone, losing performance insights.

One of the areas our client was struggling with was that they wanted to continually increase the ROAS targets; which was driving down spend and overall revenue. This was even more challenging, given some of the tracking challenges.

The client also didn't have a cohesive affiliate or promotions strategy.

As the marketing manager supporting the work of the main account manager, I was tasked with improving their website UX/UI, and content, I was in charge of their social media and helped create more content for their blog. The main challenge was to increase social media engagement and create a better understanding what Gaviti has to offer.

This client did not have an established SEO program in place. The client was paying more for paid ads to build brand awareness and sales and decided to pivot to leverage SEO to increase targeted, qualified traffic.