Case Study: Laffer Tengler Investments

Drizzle Digital Turns Laffer Tengler Investment’s Website into a Digital Salesperson

Led by a nationally recognized investment management team, Laffer Tengler Investments employs a proprietary philosophy based on industry trends, data, and discipline. With three distinct types of clients—institutional investors, individual investors, and financial advisors—their focus remains the same: building better, stronger portfolios.

The firm needed a digital sales presence that quickly communicated what sets them apart from other firms, including a new brand identity and website that speaks directly to their client’s individual needs.

THE CHALLENGE

Not only did Laffer Tengler need a refreshed brand identity representing their personality, but they also needed a website with messaging catering to three unique personas. An institutional client’s needs are different from those of individual investors, and vice versa. Similarly, financial advisors offering their own clients counsel had their own needs.

“Our firm is very different from a typical financial advisor, so we needed an agency that would work with us, seek to understand the clients we serve, and then translate what we offer into our marketing efforts,” explains Fern Hailey, Head of Advisor Solutions & Private Asset Management.

CEO and Chief Investment Officer Nancy Tengler added:

“Not everyone is digitally inclined. To some of us, you go to a website to find the information and leave. But I call our website my fifth salesperson, and I expect a return on that investment.”

THE SOLUTION

When looking to expand into the next phase of the firm’s digital experience, Laffer Tengler needed an outsourced team that was flexible, organized, and responsive. After interviewing both industry-specific and general agencies, Laffer Tengler chose Drizzle Digital.

“One of the primary reasons that we decided to go with Drizzle is that they understood the different businesses we’re in, that we’re outside of the box,” explains Tengler. “They also got the scope of what we’re creating for the next phase in the digital experience better than anyone else. And they were always flexible, whether that was in rescheduling meetings or working with us on changes.”

The first step for Drizzle? Conducting market research to determine how to differentiate the firm’s core customers— and how to engage them more effectively.

Next, Drizzle transformed the website into a true digital sales channel, ensuring each type of client could find what they needed. At the same time, the branding and message reflected the personal attention of the talented professionals at the firm. Finally, they recommended adding a chatbot that allows prospective clients to quickly get the information they need and schedule appointments.

“I’m in wealth management, not digital marketing,” explains Tengler. “But I like to think that I know a thing or two, so when I brought the team an idea, I liked how collaborative their process was. They would bring their expertise to the table and clearly communicate with us every step of the way.”

THE RESULTS

“It’s crucial to have a partner in the business that wants to understand who you are, what you do, and then get those concepts into the branding and the messaging that you’re looking to achieve. That’s Drizzle Digital,” explains Tengler

Now that the new brand is launched and the website is up and running, Laffer Tengler plans to begin a lead generation campaign using email automation, plus paid and organic social posts on Google, LinkedIn, and Facebook.

The firm has seen results that made the digital rebrand well worth it. In the month after launch, Laffer Tengler saw a substantial increase in website traffic and increased engagement:

25%

increase in new website users

19%

increase in unique page views

64%

decrease in bounce rate