Note Future Advisor has now been acquired by BlackRock, but when I was managing their Google Ads campaigns they were simply https://futureadvisor.com/ (which now redirects to https://www.blackrock.com/futureadvisor).
Challenge was to scale their account while still meeting their aggressive CAC goals, especially with the number of competitors in the Robo-Advisor space at the time.
I was directly managing the Google Ads and Bing Ads accounts myself. We were able to succeed by building tightly themed search campaign ad groups and using longtail keyword targeting as well as regular SQR reviews to not only increase spend and drive more sign ups, but also cut areas in the account with wasted spend to improve their CAC.
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This customer was running lead generation campaigns that fed the leads into their custom-built CRM, to be contacted by call centre staff. The call centre reps would then convert the leads into sales over the phone, sometimes over several calls. That data would go into the CRM also, but not connected to the original lead. Leads came in via website forms as well as phone calls, so tracking inbound phone call leads was essential as well. They had a call tracking system built by a previous agency that they needed to migrate away from.
The challenge was to be able to feed sales data back into Google Ads so that the campaigns could be optimized to the actual revenue, as opposed to just the CPL. The call tracking also needed to be migrated to another platform.

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