BMO InvestorLine Expands Online Acquisition Tactics

CiG combines targeted email with outbound SMS and opens a new online prospecting channel for BMO InvestorLine.

The Challenge:

BMO InvestorLine, one of Canada’s largest online investment companies, was looking to expand and test acquisition tactics in additional digital media channels. Having tried traditional email prospecting with limited success, the client engaged CiG to recommend, develop and deploy an effective digital direct acquisition campaign.

The Solution:

CiG first leveraged a combination of products and services:

intelligent|view to profile and target existing customers who had the highest propensity to invest, and
precision|brokerage to develop an email and SMS prospect universe based on the specific target.

The program was executed over several phases and consistently showed a reduction in the cost per click and increased performance.

“The Consumer Intelligence Group, through their software and programs, has helped us target prospects cost effectively. We’re seeing consistent improvements in our results in each subsequent phase of our program.”

Al Gregoire, Director Marketing BMO InvestorLine

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