UBS Financial

Investing in Results: Paid Search Strategies That Delivered a 5x Return on Ad Spend

UBS Financial engaged ROI Logic to optimize their paid search campaigns for customer acquisition. Our tailored approach maximized their ad spend and delivered exceptional returns.

Client
UBS Financial
Year
2018-23
Challenge

UBS faced rising costs per lead in a competitive financial services space, making it difficult to maintain profitability from their SEM campaigns.

Keywords like “financial advisor near me” and “wealth management strategies” were expensive and highly competitive, leading to unsustainable cost-per-acquisition rates.

Goal

To lower the cost per lead by 25% while increasing lead quality across high-value financial products.

UBS wanted to attract affluent audiences searching for services like retirement planning, investment strategies, and estate management.

Result

We delivered a 5x ROAS through precise keyword targeting, refined bidding strategies, and ad copy optimization, with a 30% reduction in cost per lead.

By focusing on intent-driven keywords and creating tailored landing pages, UBS saw a dramatic improvement in both lead quality and campaign profitability.

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