blooom financial management

Let’s Blooom together

Services
Advertising, Art Direction, Branding, Campaign, Copywriting, Design, Social Media, UX, Website

Challenge

blooom is a registered investment advisory firm that specializes in helping individuals manage and optimize their retirement accounts, primarily 401(k)s. By partnering with The Design Ranch, Blooom aimed to increase its brand recognition and reach a wider audience, particularly within specific age groups. This partnership also sought to expand Blooom’s financial management portfolio, offering a comprehensive suite of services to cater to the diverse financial needs of its clientele.

Approach

Our partnership with blooom commenced with a brand audit and the development of four audience personas, forming the basis of a brand strategy built around blooom’s fundamental philosophy: Making Financial Management Accessible to Everyone. The resulting “Let’s Bloom Together” campaign was carefully tailored to resonate with each target group, addressing their distinct perceptions of retirement. Within this initiative, we introduced a variety of banner and social ads designed to boost click-through rates, engage the audience, and attract new subscribers. Overall, the campaign effectively conveyed the message that everyone deserves the opportunity to optimize their retirement savings.

From the start of the campaign, we saw a sub $50 customer acquisition cost on Facebook. Something we worked and failed at for years.
It’s a real testament to the creativity and strategy of the Let’s Blooom Together! campaign.

Claire Harrison _ Marketing Director