How Caboodle achieved their highest level of conversion & engagement!
Australian self-licensed advisory firm Caboodle is all about providing clients with refreshingly simple advice by getting their money 'kit'​ sorted, with a key focus on client Financial Wellbeing. Their services include advice across: mortgage, cash flow, insurance, superannuation & investments.
Peita Diamanditis is an award-winning Financial Adviser, Speaker, Coach, Author & Podcaster. She regularly runs Financial Wellbeing workshops that attract up to 500 attendees.
​​
-
Industry: Wealth Management
-
Location: Australia
-
Employees: 7
​
+
Challenges:
Before turning to MoneyMind, Caboodle had been looking far and wide for a lead generation tool. They had turned to other tools that didn't achieve the results they desired, which meant that opportunities were not being leveraged.
They were also using traditional risk profiling tools that were complex for clients via an undesirable client experience. Peita found clients weren't getting any value from the results of their risk questionnaires, and they didn't uncover a lot about their client's actual financial mindset.​
​
Peita was looking for a tool that could deliver:
​
-
Lead generation
-
Uncover deeper client insights
-
Fast-track building trust with prospects
-
Increase engagement for lead conversion
-
Replace traditional risk profiling questionnaires
​
Results:
Client experience at all touch points is integral to Caboodle's value proposition. Since adopting MoneyMind, Caboodle has boosted lead generation, engagement, and conversion.
Peita uses the white-label MoneyMind embed link profiling feature on Caboodle's website to promote workshops and capture leads. She also links the profile to a QR code at Financial Workshop events.​
​​
Peita's results: ​
​
-
90% of attendees completed a MoneyMind Profile prior to the workshop, with MoneyMind client insights a focal point, creating audience engagement.
-
65% of attendees booked a meeting - Caboodles highest engagement level and opt-in rate ever experienced.
-
Tailored communication based on their client's learning style, financial experience & understanding - she's now able to move into 'Amazon' territory.
-
Improved risk profiling experience for clients.​
-
Provide their clients with more empowerment, direction & progress.
MONEYMIND FOR WEALTH PROFESSIONALS
Contact Us.
​​​​
We're here to answer any questions and get you acquainted with MoneyMind Profile.
​
You can book a 15-minute follow up meeting or sign up for a 14 Day FREE Trial.
​​