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Professional Case Studies

Transforming Conversion Strategy to Drive Sustained Revenue Growth

Consumer Finance Platform  |  B2C  |  Financial Services

Role /// Head of Experience & CRO

Client /// National Financial Services Provider (Anonymized)

Primary Stakeholders /// CMO, Marketing Director

Driving Conversion & Growth ////////////////////

Over several years, I led a comprehensive digital experience and conversion optimization program that increased conversion rates across product lines by 20% on average, improved paid media performance, and built a scalable experimentation framework—unlocking seven-figure incremental revenue impact with each additional conversion point.

IMPACT

  • Conducted extensive geo-targeted market research, persona development, and behavioral analysis to inform product positioning and audience segmentation.


  • Developed and executed a scalable landing page and content strategy optimized for debt consolidation and structured settlement products.


  • Designed and led over 40 A/B experiments across acquisition channels and audience segments—each producing measurable conversion and lead gains.


  • Educated internal teams on CRO best practices, experimentation design, and KPI-driven measurement—shifting focus from vanity metrics to qualified leads and revenue.


  • Developed targeted social media campaigns with personalized content to increase CTR and reduce CPC.


  • Created a full-site redesign sitemap and SEO strategy aligned with transactional intent and audience search behavior.


  • Led executive-level communications, reporting, and quarterly strategic planning with C-suite stakeholders.

MY PROCESS

Unlike previous initiatives that relied on surface-level tactics, I built an end-to-end conversion strategy rooted in customer research, iterative testing, and clear revenue accountability—transforming digital marketing from ad hoc to systematic.

What I Changed—and Why It Worked //////////////////// 

  • +20% average conversion uplift across core product lines


  • Sustained improvement in qualified lead volume and close rates


  • Seven-figure incremental revenue impact from optimized acquisition


  • Significant reduction in cost per acquisition through testing and content personalization

OUTCOMES

What Limited Results Before

The team lacked established experimentation workflows and had never built a cross-functional DX strategy tied directly to business KPIs, requiring outside leadership to drive alignment and execution.

Ready to transform your conversion strategy into a repeatable revenue engine? Let’s connect

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