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Financial · WealthVest

300 C-Suite Decision Makers in One Room, $500M+ in Opportunities

$500M+
in opportunities generated
At a glance

The numbers.

300
C-suite attendees
$500M+
in opportunities generated
$0.09
cost per click across 17,700 clicks
7.14%
click-through rate on a parallel channel
16 mo
engagement length
The challenge

The situation.

A financial services firm needed to get in front of senior decision makers who do not respond to advertising. Their buyers were VPs, SVPs and C-suite executives at banks, broker-dealers, insurance companies, private equity firms and investment banks. These are people with gatekeepers, and reaching them meant getting into rooms, not into feeds.

The situation at WealthVest
What we did

The approach.

This was an outreach-led engagement, not an advertising one. We built and ran LinkedIn outreach at up to 2,000 targeted contacts per month across five concurrent campaigns, backed by a multi-touch email sequence into a hand-built list of 1,316 named centers of influence.

Paid social ran alongside purely to warm the audience so the outreach landed on a recognized name, at a fraction of typical cost. We then handled event management to convert those relationships into attendance at an executive gathering held alongside an industry convention.

LinkedIn OutreachEmail Drip CampaignsEvent ManagementMarketing AutomationPaid SocialIntent Data
The work for WealthVest
The results

What we delivered.

More results

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Omar Jenblat, Founder & CEO of BusySeed
Omar JenblatFounder & CEO, BusySeed
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