Case Study: SmartRIA

Growth-Driven Inbound Marketing for Brand Recognition and Business Growth

  • 157%

    157%

    increase in site visits
  • 444%

    444%

    increase in social media clicks
  • 248%

    248%

    increase in contacts

Growth-Driven Marketing for Brand Recognition and Expertise

SmartRIA is a cloud-based, secure software platform designed for RIA firms to make their back-office operations and compliance management easier, less expensive, and more efficient.

It offers the most comprehensive software for helping independent wealth managers to grow their business and stay independent.

The Work

We started building SmartRIA almost from the ground up – as a fresh startup, the company was in need of an agency that could build their marketing and grow it along with them.

Using the information we acquired from a comprehensive audit of the Smart RIA website, Google Analytics, and current inbound marketing best practices, we found the aspects of their site that could be updated for the greatest impact on their search engine rankings – and, of course, their bottom line.

  • Added https to WordPress & HubSpot
  • Compressed images to improve page load time
  • Optimized links throughout the site
  • Site page design changes to improve user experience
  • Added testimonials and meetings embed to further improve user experience
  • Comprehensive blog plan to establish SmartRIA’s place as an industry expert
  • A/B testing on landing pages to determine the best way to reach different audiences
  • Migrated blog to HubSpot for better tracking capabilities

Year-Over-Year Results

  • 157% increase in site visits
  • 248% increase in contacts
  • 116% increase in pageviews, 91% increase in unique pageviews
  • 134% increase in blog views
  • 444% increase in social media clicks
  • 391% increase in social media interactions


Our research, UI site improvements, and inbound marketing techniques all lead to increases in site traffic – and, ultimately, in conversions.

As SmartRIA continues to grow, we offer our growth-driven marketing services, allowing our plans to change with their needs for continued, marked improvement.

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