Client
Edward Jones

Company
Publicis Sapient

Focus
Lead generation through targeted digital experiences

Role
UX Lead, Designer

Client Description
Edward Jones is a North American financial services firm with 15,000+ branches and 20,000 advisors serving nearly 9 million clients. The business is rooted in personalized financial guidance and long-term client relationships.

Opportunity
Increase digital engagement and capture new leads by creating more targeted, high-value entry points into the Edward Jones ecosystem.

Approach

• Developed gated content and micro-experiences tailored to key audience needs

• Focused on four core segments: Retirement, Market News, Financial Advisor Interest, and Life Events

• Designed experiences to balance value exchange and data capture

Impact

• Increased conversion rates across key entry points

• Drove deeper engagement with targeted content experiences

• Generated actionable insights to inform ongoing marketing efforts