Finance-ô-mètre is an initiative of the financial security advisors from Groupe SFGT. They had an idea they wanted to bring to fruition, so they turned to Axial, from where the mandate was born. The project was therefore to create an educational questionnaire that helped people consider their own financial situation, give them a score and present them with relevant advice directly related to it.
To fully meet the client’s needs, Axial not only developed a simple questionnaire, the agency also developed a downloadable personalized report in addition to a diagnosis that generates qualified leads. To achieve this, the agency used Active Campaign, which makes optimal use of data from site visitors who completed the questionnaire. Then, in order to meet the objective of educating customers, the Axial team set up a blog that is the cornerstone of the content and acquisition strategy. Through the tactics implemented, the Finance-ô-mètre pilot project quickly turned into a successful, real project!
What the project team had to say