Edward Jones: Lead Generation

Client Description
Edward Jones is a leading North American financial services firm with over 15,000 branches and 20,000 advisors serving around 9 million clients. Founded in 1922 and privately held, the firm focuses on personalized investment strategies, ethical conduct, and community engagement.

Project Overview
The Lead Generation project aimed to boost online engagement, drive traffic, and capture new leads through targeted PII collection. The team created gated content and micro-experiences for four key segments: Retirement, Market News, FA Interest, and Life Events. The results were higher conversion rates, deeper audience engagement, and actionable insights for ongoing marketing initiatives.

Project Type
Digital Conversion Strategy

Role
Designer, Design Lead

Company
Publicis Sapient