BIP Wealth
Brand, Web, Social, Performance

Establishing BIP Wealth as the trusted authority in wealth management.
Details
- Scope
- Website development
- SEO
- Brand identity
- Content creation
- Social media
- Industry
- Wealth management

web development
what we did
- Brand refresh
- Brand messaging
- Web design
- Conversion optimization
- UX/UI improvement
Turning web into a brand asset.
A big challenge BIP Wealth faced was striking a balance between their professionalism and personable, family-oriented culture.
By refining the messaging and design to be welcoming, we helped BIP Wealth connect with their audience on a deeper level. The conversion process became seamless. Within just two months, we saw more traffic hitting the site.
- +237%increase in total engaged sessions on the site YoY
- 18sincrease in average time spent on BIP home page YoY
- +63%increase in users to Contact Us page YoY

SEO
what we did
- Content strategy
- Audience messaging
- Keyword research
- Content writing
- Thought leadership
Earning trust through SEO.
Our second challenge was producing approachable and relatable wealth management content that financial advisors would want to read.
Through comprehensive SEO research, our team identified blog topics and other content ideas that filled keyword gaps, ultimately boosting traffic to their new site. One blog covering Major League Baseball’s pension plan garnered so much traction that a San Francisco-based journalist reached out to BIP Wealth for additional insight on the story.
- 481%increase in total keywords with 1,127 total
- 412.27%keyword growth from Feb 2023-Dec 2024

social media
what we did
- Social media management
- Content creation
- Thought leadership
- Community engagement
Building interest through social media.
Our final hurdle was developing BIP Wealth’s presence on social media. By sharing thought leadership content, creating engaging educational posts, and featuring their expertise and values, they generated tens of thousands of new engagements with their audience.

- 221.4%increase in New Users to the website from organic social channels
- 204.7%increase in website traffic sessions from organic social channels
“We love our team at Marketwake! They are so much more than a ‘vendor,’ to us, they are an extension of our marketing team and a part of our BIP Family. From our initial brand consultation to our new website build to now our ongoing monthly retainer, we couldn’t be happier with the results we continue to see.”












