WealthWorks
Year
2023
Services
UX/UI Design, Content Marketing
Industry
Finance
The Challenge
WealthWorks recognized a major shift in investor expectations. A younger, research-driven audience demanded transparency, education, and seamless digital experiences. Yet their existing ecosystem was fragmented, making engagement inconsistent and growth increasingly expensive.
Organic visibility was declining, paid acquisition lacked efficiency, and content failed to guide users toward meaningful action. Although the company maintained strong expertise, it was not being communicated in a way that built modern trust.
The Approach
Striva partnered with WealthWorks to modernize the entire journey while protecting the brand’s established credibility. We unified design, tone, and structure across channels to create a cohesive experience from first click to conversion.
An SEO-driven knowledge framework was introduced, positioning WealthWorks as a valuable source of guidance rather than simply a provider of services. We enhanced navigation, clarified offers, and built educational pathways tailored to different investor profiles.
Performance marketing initiatives were rebuilt around intent signals and lifecycle stages, supported by advanced analytics and attribution modeling. This provided clarity into which channels produced lasting value.
The Result
The new system generated measurable and sustainable progress. Organic reach expanded, visitor engagement deepened, and cost per acquisition steadily declined.
More importantly, WealthWorks strengthened its reputation as a forward-thinking financial partner. Prospects entered conversations with higher confidence, leading to improved retention and lifetime value.
The company now operates with a scalable digital foundation ready for continued expansion.
Rachel Kim
VP Marketing, WealthWorks
3.3M
Yearly site visits from organic
