Expert positioning & audience growth for Claret Asset Management
To connect with a new generation of investors, we built Claret’s credibility through approachable expert content, video strategy, and a redesigned digital presence, driving sustained growth and lead generation.
PROBLEM
Claret wanted to engage a younger generation of investors — Millennials and Gen Xers preparing to build or inherit wealth — but their digital presence was not resonating.
INSIGHTS
Younger audiences crave transparent, approachable content from real experts rather than corporate jargon. They value relatability, education, and authenticity over traditional financial marketing and engage more with video, thought leadership, SEO-driven answers to their financial questions, and authentic voices on digital platforms.
STRATEGY
We redesigned the website to build clarity and trust. We positioned portfolio managers as thought leaders through YouTube and LinkedIn videos. We strategically optimized blog content for SEO and launched a newsletter to keep the conversation going. Paid campaigns across digital platforms helped amplify the reach.
RESULTS
By year three, social platforms had generated over 200,000 video views in both French and English, alongside improved SEO rankings for key search terms. This resulted in more inbound leads and advisor calls.
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