Bullseye Strategy Win Carolina Financial Group Digital Business

Conversion optimization agency, Bullseye Strategy, has won Carolina Financial Group’s (CFG) digital business.

Carolina Financial Group, is an investment bank specializing in raising capital for companies across a broad range of industries with revenues ranging from $2M-$100M. Since 1995 CFG has raised over $1B for companies.

CFG was looking for a strategic partner to increase engagement, create awareness and educate high net worth individuals of their unique investment portfolio.

Bullseye will be redefining its messaging strategy, creating audience personas and building their go-to market digital marketing strategy via paid search, social advertising (LinkedIn, Facebook) email and programmatic advertising.

Bruce Roberts, Founder and CEO, CFG, says:  “We are uniquely positioned in the new world of crowdfunding capital raises as we bring seasoned corporate finance veterans along with an online portal offering access to deals together. We needed an agency that can help craft our message and deliver it to high net worth individuals seeking investment opportunities.  We engaged Bullseye Strategy because of the great work they’ve done reaching the HNW consumer with other companies such as The Corcoran Group and Mukul Resort. We are counting on Bullseye to fine-tune our message, define and find our audience online and to bring accredited investors to us so that we can match them to the right investment opportunities.”

Jonathan Schwartz, CEO, Bullseye, adds:  “When CFG approached us, we knew this would be an excellent fit given our experience reaching the high net worth customer along with the fact that several of our key team members have experience marketing unique investment opportunities to accredited investors.  Our ability to hone in on the right message for them, and identify their precise target investor audience will allow us to surgically target the right people for their investment opportunities. We’ll leverage data, audience targeting, and programmatic buying opportunities to deliver the right messages to the right people in the right places.”

Source: Bullseye Strategy

  Bruce Roberts, Bullseye Strategy, Digital, Jonathan Schwartz, Marketing, paid search, Programmatic, social advertising, The Corcoran Group