Betterment is the largest independent digital investment advisor with over 730K customers and $33 billion assets under management. Since 2010, Betterment has had one mission: to make people's lives better.
Betterment enlisted us to help drive net new customers through paid and organic social media by focusing on audience growth, total engagement, community management, and eye-catching social-first content.
We delineated an effective social marketing campaign, starting with a fresh influx original content ranging from Instagram Stories and in-feed posts to short-form product demos. With a new slate of content, we increased Betterment's posting cadence by 73%, which also led to massive gains on Total Impressions.
We expanded Betterment's competitive analysis capabilities, identifying key competitors and identifying their social strategies by tracking their cross-platform growth, content mix, and posting cadence over time.
We worked across multiple lines of business, creating key product demos, which included Betterment @ Work's newest product launch, Student Loan Management.
Through effective always-on community management, we drove a 51% increase in total engagements across all social platforms.
We worked with the Betterment marketing team to develop an editorial calendar with planned, created & approved original social content, and reported weekly & monthly social analytics and growth data.
Recently, we helped to launch Betterment on TikTok. The brand has seen exponential growth on the platform.
For paid social, we launched several mid-funnel prospective and retargeting campaigns during the holidays and into the new year that drove new account sign ups. The campaigns were a success:
Betterment continues to see record growth as our campaign continues.
Product demo of Betterment @ Work's newest tool for employers and employees: Student Loan Management
Betterment CEO Sarah Levy greets Betterment new hires in this short onboarding video
Behavioral finance expert Dan Egan shares insight into recent market volatility.
Betterment CEO Sarah Levy sits down with financial influencer Austin Hankwitz to discuss socially responsible investing.