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Digital Branding - acquisition through to transaction by Andrew Bergstrom

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MAXIMIZING POTENTIAL Digital branding – acquisition through to transaction September 11, 2017 2017 Online Distribution Symposium
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Page 1: Digital Branding - acquisition through to transaction by Andrew Bergstrom

MAXIMIZING POTENTIAL Digital branding – acquisition through to transaction

September 11, 2017

2017 Online Distribution Symposium

Page 2: Digital Branding - acquisition through to transaction by Andrew Bergstrom
Page 3: Digital Branding - acquisition through to transaction by Andrew Bergstrom
Page 4: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Site Application Quote Policy

TRANSACTION

Page 5: Digital Branding - acquisition through to transaction by Andrew Bergstrom

Site Application Quote Policy

2017 Online Distribution Symposium

TRANSACTION

Page 6: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Paid Search Earned Owned Site Application Quote Policy

ACQUISITION TRANSACTION

Page 7: Digital Branding - acquisition through to transaction by Andrew Bergstrom

1. Branding & message

2. Always-on

3. Seamless

2017 Online Distribution Symposium

Acquisition Engine Key Considerations

Page 8: Digital Branding - acquisition through to transaction by Andrew Bergstrom

1. Branding & msg

2. Always-on

3. Seamless

2017 Online Distribution Symposium

Page 9: Digital Branding - acquisition through to transaction by Andrew Bergstrom

Complicated?!Time for an

advisor!

Brands are all the same… final choice made on

advisor recoand price.

2017 Online Distribution Symposium

When insurance is “sold”, brands take a backseat

Page 10: Digital Branding - acquisition through to transaction by Andrew Bergstrom

What brands are out there that appeal to me

and “feel right”?

I am going to give this

brand a try.

2017 Online Distribution Symposium

But what about when insurance becomes “sought & bought”..?

Who is offering the solution I

need?

Page 11: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

25%Message seen in the right place

25%Message seen at the right time

50% Right message

Page 12: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

1. Know your customer, their journey, and their triggers.

2. Get the branding right, and the messaging even more right.

3. Align market acquisition expense with sales KPI.

Affordability($/mo)

“Evaluate” stage

Cost per Acquisition

Page 13: Digital Branding - acquisition through to transaction by Andrew Bergstrom

1. Branding & msg

2. Always-on

3. Seamless

2017 Online Distribution Symposium

Page 14: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Page 15: Digital Branding - acquisition through to transaction by Andrew Bergstrom

Not set and forget.

Continuously intelligent and improving.

Ultimately optimized towards revenue potential.

ALWAYS-ON

2017 Online Distribution Symposium

Page 16: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Customer acquisition

engineBiz

Data (eg regions)

Page 17: Digital Branding - acquisition through to transaction by Andrew Bergstrom

Requirements:

1. Skillset and approach: live sales channel

2. Data capture: informs everything (eg Big Query)

3. Marketing technology:

• ad-server (eg ad-gear)

• data management platform (eg Adobe, Oracle)

• media buying platformGoogle & Facebook: represent >80% paid media

2017 Online Distribution Symposium

ALWAYS-ON

Page 18: Digital Branding - acquisition through to transaction by Andrew Bergstrom

1. Branding & msg

2. Always-on

3. Seamless

2017 Online Distribution Symposium

Page 19: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Paid Search Earned Owned Site Application Quote Policy

ACQUISITION TRANSACTION

Page 20: Digital Branding - acquisition through to transaction by Andrew Bergstrom

Setting up the conditions for sale.

Help the customer learn, gain confidence, place trust, and move along their journey.

Content (beyond messaging) can help.

2017 Online Distribution Symposium

Page 21: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

CONSIDER EVALUATE PARTICIPATE

Page 22: Digital Branding - acquisition through to transaction by Andrew Bergstrom

2017 Online Distribution Symposium

Paid Search Earned Owned Site Application Quote Policy

ACQUISITION TRANSACTION

1. Branding & message

2. Always-on

3. Seamless

Page 23: Digital Branding - acquisition through to transaction by Andrew Bergstrom

THANK YOU

:-)

2017 Online Distribution Symposium


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