Intrasia Wealth, a leading Mauritius-based wealth management firm, is dedicated to delivering holistic financial solutions across Asia, Africa, Australasia, and the Middle East. With a focus on bespoke services for affluent individuals and businesses, the firm engaged Pearl Lemon to execute a targeted lead generation campaign, achieving significant traction within the first fortnight.
Campaign Overview:
Launched on 15 January, the campaign utilised a multi-channel approach to capture leads, build brand visibility, and nurture prospects. The strategy included cold emails, LinkedIn outreach, cold calling, and a tailored LinkedIn content calendar.
Key Milestones:
- Day 1: Initiated cold email outreach to key markets.
- Day 2: Relaunched LinkedIn outreach campaigns.
- Day 5: Began targeted cold calling efforts.
- Day 9: Secured the first email response from a prospect.
- Day 10: Scheduled the first meeting from LinkedIn outreach.
Results (First 10 Days):
- Total leads generated: 8
- 6 leads from cold calling (2 open for immediate calls).
- 1 lead from LinkedIn outreach.
- 1 lead from email outreach.
- Consistent weekly reporting enhanced transparency and campaign management.
Industry Benchmarks and Context:
In the wealth management sector, lead generation campaigns typically achieve:
- A cold email response rate of 2-5%, with conversion rates (from email to a qualified lead) averaging 1-3%.
- A LinkedIn connection acceptance rate of 20-30%, with about 5-10% of those connections converting to leads.
- Cold calling success rates of 2-3%, meaning approximately 2-3 leads per 100 calls.
Campaign Comparison:
The results achieved by Pearl Lemon’s campaign outperform several of these industry averages:
- Cold calling generated 6 leads, a conversion rate well above the typical benchmark of 2-3%.
- The campaign secured leads across all three channels (cold email, LinkedIn, and cold calling) within 10 days—a testament to the campaign’s strategic planning and execution.
- Generating 8 qualified leads in under two weeks positions the campaign as highly effective, given that lead generation in this sector often requires weeks or months of nurturing due to the relationship-driven nature of wealth management.
Content Strategy:
Intrasia Wealth’s LinkedIn profile was revitalised with a custom content calendar designed to reflect the brand’s premium image. Graphics incorporated the firm’s logo and colour scheme, ensuring a professional and finance-centric aesthetic. Three weeks of content, complete with engaging captions, were pre-scheduled to maintain consistent audience engagement.
Communication Channels:
Pearl Lemon maintained seamless collaboration with Intrasia Wealth through weekly email updates and a dedicated WhatsApp group. Regular meetings ensured alignment and enabled swift campaign adjustments.
Brand Alignment:
Drawing from Intrasia Wealth’s mission to empower clients with tailored wealth management solutions, the campaign focused on resonating with high-net-worth individuals and businesses. Content and outreach efforts highlighted the firm’s expertise in managing diverse portfolios and navigating complex financial landscapes.
Intrasia Wealth’s strategic collaboration with Pearl Lemon demonstrates the impact of a well-executed lead generation strategy. By exceeding industry benchmarks in multiple areas, the campaign highlighted Pearl Lemon’s expertise in accelerating lead generation. Within just 10 days, the campaign established a robust foundation for ongoing success, enhancing Intrasia Wealth’s visibility and connecting them with high-value prospects.
