Northwestern Mutual

Our Results

Qualified Leads Acquired

10 +

Increase In ROAS

0 %

Intro Calls Booked

10 +

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