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Case Study: Financial


Financial Services company with multiple disciplines sought to maximize ROI for marketing investment.


  • Marketing Action Planning Process – Research and Analytics, Creation of Actionable Marketing Plan
  • Management and Implementation of appropriate tactics including:
    • Email programs
    • Digital Ads
    • Social Media Marketing
    • Creation of website with database functionality
    • Creation of new on-line revenue channels
    • Marketing Metrics and Reporting


For this client, we also created a database to manage a complex activity structure. Through working with MMS, they have:

  • Doubled in size from inception of MMS program
  • Expanded into four additional states
  • Expanded offerings an added additional independent revenue streams
case study