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Northwestern Mutual

Our Results

+1000
Qualified Leads Acquired
87%
Increase In ROAS
+400
Intro Calls Booked
NWM Portfolio Image

Overview

Northwestern Mutual is a national leader in wealth management, retirement planning, and insurance, managing more than $335B in client assets.

We partnered with their marketing team to modernize the digital acquisition funnel: turning high-intent demand into qualified advisor meetings and scalable AUM growth.

Challenges Before
Working with Jives

  • Lead tracking was fragmented, making attribution and optimization difficult.
  • Return on ad spend was low, with rising CPLs and stagnant conversion rates
  • Messaging varied by channel, weakening consistency and trust
  • Webinars and landing pages generated interest but failed to convert into booked advisor meetings
  • Legacy creative underperformed, while fintech challengers gained ground with fresher, more targeted campaigns

Our Plan of action

  • Unified narrative across channels to guide prospects seamlessly from first touch to booked advisor meetings.
  • Opened new acquisition channels with LinkedIn, targeted webinars, and gated content to drive a steady flow of qualified leads.
  • Activated AI-driven intent signals to pinpoint high-net-worth prospects and accelerate conversion from click to booked consultation.
  • Overhauled creative and content strategy with targeted videos, playbooks, and sharp CTAs designed to drive immediate bookings.
  • Optimized conversion and measurement, streamlining the path to advisor calendars and tying booked calls and signed clients directly to campaigns.

Results After Working With Jives

  • 1,000+ Qualified leads acquired year to date across channels
  • 200,000 new qualified, website users
  • 87% increase in ROAS
  • 400+ intro calls booked
  • CTR 2.4x on refreshed creative versus legacy assets
  • CPL down 38% without increasing media spend