Edward Jones

With over 18,000 financial advisors and 7 million individual investors, Edward Jones supports retirement, education savings, and insurance needs.

The Lead Generation project aims to increase online digital engagement and traffic volume, targeting an uptick in conversion rates and collection of new PII. To meet this goal, the team created tailored gated premium content and micro-experiences for four customer-focused segments — Retirement, Market News, FA Interest, and Life Events.

Deliverables include website experiences, lead components, thank-you emails, PDF digital reports, paid media, and email campaigns.

Visit FA Interest Page

Visit Life Events Page

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Role: Design Lead
Agency: Publicis Sapient

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