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Case Study · 6 months
Financial services: +27% client acquisition
Measured over six months in a live client deployment: +27% client acquisitions, +22% higher campaign ROI, 50% less compliance-reporting time and 19% lower CAC. The client’s name is withheld at their request. Results are specific to this deployment and are not a benchmark, forecast or guarantee.
Context
Wealth-management firm · approximately 300 employees · United States · B2C financial advisory with a lead-to-client funnel.
Challenge
The client faced rising CAC on Google and LinkedIn, inconsistent lead quality, manual compliance-reporting burden and limited personalization under regulatory oversight.
Applied work
The work covered lead-qualification and attribution audits, predictive client scoring, campaign optimization, governed content workflows, KPI guardrails and unified GA4/CRM/compliance reporting.
Measured outcomes
+27% client acquisitions · +22% campaign ROI · 50% reduction in compliance-reporting time · 19% lower CAC.
Evidence & compliance boundary
The deployment used privacy-, accuracy- and compliance-oriented workflows, but this page does not document an independent regulatory audit, certification or sufficient attribution detail to generalize these results. Results were measured over six months in one client deployment. This page therefore does not claim blanket regulatory compliance. Applicable privacy, advertising, recordkeeping and financial-services obligations must be validated for each deployment.
HOW TO READ THIS CASE
Measured results through the mAI operating model
This case reports results from one live client deployment. The stated context and measured outcomes remain the evidence boundary; the mAI operating model below provides a consistent way to inspect how the work maps to marketing operations without extending those results.
PLAN
Define the operating problem, business context, constraints, baseline and KPI contract.
EXECUTE
Apply the deployment’s workflows, channels, content, scoring or integrations under human oversight.
MEASURE
Read the measured metrics against the stated window and the stated limitations.
OPTIMIZE
Use measured signals to refine approved actions without treating deployment-specific results as universal benchmarks.
P² EVIDENCE VIEW
Productivity + Precision
Productivity signals include operating effort, reporting time, workflow speed or automation coverage when the deployment measured them. Precision signals use the business KPI measured in this case. Neither dimension should be generalized beyond the evidence provided.
HUMAN COMMAND
Governed interpretation
Strategy, audiences, budgets, brand-critical content, privacy, compliance and material policy decisions remain subject to defined human approval. Evidence classification and claim boundaries are part of that governance layer.
EVIDENCE STATUS
This page is a case study from a live client deployment. Its outcomes were measured in that deployment, and the client’s name is withheld at their request. Read the results with the stated context and boundaries, not as a forecast or guarantee.
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