Case Studies
Client Overview:
Dalbar, a national financial services research firm, engaged MKTABLE to modernize their website and unify digital communications for product launches and client engagement.
Challenge:
An outdated website and fragmented campaigns made it difficult for prospects to navigate offerings or convert.
Strategy:
MKTABLE redesigned the website, streamlined content workflows, and introduced CRM automations that connected email, landing pages, and lead capture.
Execution:
Website redesign focused on clarity and conversion.
Multi-channel campaign for “State of the Industry” reports.
Email nurture automations tied to CRM segmentation.
Social amplification for product launches.
Results:
Dalbar’s digital ecosystem began converting traffic into qualified leads at record rates.
Key Metrics:
+65% increase in time on site
2.3x more report downloads
300 new qualified leads in first 90 days
+42% CRM engagement improvement
Testimonial:
“We now have data connecting every marketing action to measurable outcomes—exactly what we needed to scale.”
