MD Financial Management, Exploring the Unknown

June 26, 2019 Laurie Piltz

Uberflip Featured Hub: invested.mdm.ca

About

MD Financial Management offers investment and financial planning services to Canadian physicians and their families and has been in operation for nearly 50 years.

Objective: Bringing the Right People to Great Content

MD Financial wanted to make sure that clients and prospects were finding their high-quality content. They wanted to improve site navigation and increase user time spent on content pages as well as the amount of content each user viewed.

Solution: A Winning Digital Combination

In just 36 days MD was able to go live with two Uberflip hubs, allowing them to implement persona- and topic-based streams. They also used CTAs to connect content with actions, tagged all content to improve searchability, and used AI and Bombora to recommend related content to their users.

The Results

  • 4 guides published in English and French with over 6,300 combined reads and 1,200 downloads

  • Significant increase in positive feedback from users and customers

  • Invested MD visitors are 27% more likely to return to the site month-over-month

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