Selling b2b financial services via social mediaProfessional financial services for midsize and large enterprises

Our common effort with a Client has resulted in creation of a brand new sales channel (social media).

Our Client already knew that increaded use of social media creates new oportunities in engaging with prospective Clients and driving sales of the Company. They turned to Inteo SoMa to build their social media presence and turn it into a sales engine.


Goal: attract new customers through social media channels.

Objective: get online requests from prospective clients with basic information and contact details.

Key challenges:

  • Determine the right target audience online
  • Cristalize a unique sales proposition
  • Optimize and constantly improve


The solution WP consulting came up with combined cutting edge technology with real world practicality. Everyone knew that the systems had to be updated, the real challenge was updating them without disrupting the whole organization in a negative way. The solution was to introduce proper workload management done through computers, while providing mobile platforms to the stakeholders.

This allowed the workers to be involved in the job instead of feeling like they had been made redundant by technology.


Our Client (Piter Trust) has now a brand new sales channel online. Company is also benefiting from increased audience reach which has a long term advantage.

To quantify the results:

  • Convertion and in Progress 5% (very high conversion given the niche market)
  • Cost per lead droped by 30% overtime
  • High CTR for conversion ads (>3%)
  • Audience expanded by 160%
  • 40% of lead arrives from new expanded audience
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