St. James’ Place - Salesforce
At A Glance
78%
32%
Client Testimonial
Backstory
With offices in Hong Kong, Singapore, and Mainland China, it is one of the largest wealth management companies catering to high-net-worth individuals, families and business owners, across the local and expatriate communities in Asia.
St. James’ Place maintains a thorough understanding of their clients’ financial needs and aspirations and is committed to offering bespoke advice, covering insurance solutions, retirement planning, investment advice, and intergenerational wealth planning.
Backstory
With offices in Hong Kong, Singapore, and Mainland China, it is one of the largest wealth management companies catering to high-net-worth individuals, families and business owners, across the local and expatriate communities in Asia.
St. James’ Place maintains a thorough understanding of their clients’ financial needs and aspirations and is committed to offering bespoke advice, covering insurance solutions, retirement planning, investment advice, and intergenerational wealth planning.
Challenge
Challenge
We strategized with the marketing team and came up with monthly and quarterly lead generation campaign ideas to acquire new leads which were then passed over to their financial advisors to close.
While St. James’ Place saw a spike in leads generated, their challenges were far from over.
Poor lead management
St. James’ Place’s lead management practices were outdated, inefficient and time-consuming, leading to lapses in follow-ups and missed sales opportunities.
So, in spite of generating a high volume of leads, they failed to convert them effectively due to mismanagement and lack of alignment between the sales and marketing teams.
Slow sales cycle
In order to grow their business, St. James’ Place realized that they needed to accelerate their sales pipeline and speed up the process.
Solution
Solution
After having analyzed the gaps in their lead management and sales process, we decided it was time to introduce marketing automation into their business. That was the only way to manage, engage and nurture leads to seamlessly move them through the sales cycle.
1. Integrated Salesforce and Pardot
Being a Salesforce-owned product, we decided to opt for Pardot as the marketing automation solution. We led the Pardot implementation and were able to sync the data in less than two weeks.
Due to this integration, any leads or information gathered by the marketing team automatically appeared on the CRM and could be easily accessed by their sales team. This eliminated any sort of manual entry and improved alignment between the two teams.
Lead details on Salesforce
Apart from that, we also simplified the sales cycle by establishing specific lead qualification criteria. Not only did this ensure everyone was on the same page but it also helped the teams track progress and prevent leaks in the sales pipeline.
Every stage of the buying cycle was mapped out in order to seamlessly manage leads from the time they enter the funnel until the close of the sale.
Lead details on Salesforce
2. Built an email journey to turn MQLs to SQLs
We built an email journey using Pardot with the sole objective to nurture leads and move them from MQL to SQL. The idea was to engage prospects and deliver personalized experiences by sending the right message to the right lead at the right time.
We built email journeys for all the different lead generation campaigns we ran.
Here’s an example of an onboarding email journey to welcome new leads.
Let’s take a detailed look at this journey – once a prospect shows interest and opts in, they are immediately sent an email, thanking them for their interest. This email was aimed at introducing St. James’ Place and how they can be of help.
Welcome email
After one day, prospects were sent another email. This email educated them on what makes St. James’ Place different and how they can customize their solutions to meet varying needs
Email sent after day 1
This email ended with a clear call-to-action which encouraged users to click on it if they wanted to inquire more about St. James’ Place’s services. On clicking on the button, prospects were directed to a landing page.
‘Contact us’ landing page
The idea behind this landing page was to acquire further information on the leads and move them from the MQL to the SQL stage.
Journey Summary
Results
Our Approach
When Collectius came to us with significant gaps in their SEO expertise and online visibility, we tailored a comprehensive approach that was designed to overhaul their digital presence and drive measurable improvements. Here's how we proceeded:
- SEO Audit: An on-page and off-page SEO audit was conducted to identify areas for improvement
- Google Search Console Installation: Google Search Console was installed on the Collectius website to monitor and track their analytics
- Digital Content Strategy: We produced a digital content strategy pack to help Collectius enhance their SEO goals
- Backlink Acquisition: Backlinks were purchased to improve Collectius' domain ranking Keyword Research: Extensive keyword research was performed to align content and SEO strategies with relevant search trends
Comprehensive SEO Audit
We initiated our process by conducting a detailed SEO audit for Collectius. This audit was crucial in pinpointing several critical areas where the company was underperforming.
Key issues we found included suboptimal keyword utilisation, missing meta descriptions, and poorly optimised content that wasn't fully aligned with target search queries.
Having identified areas for improvement, the Brew team worked with Collectius’ web development team to implement these fixes.
Following the initial SEO audit, we conducted a focused technical SEO audit for Collectius. A technical SEO audit is a thorough examination of a website’s technical infrastructure as it relates to its visibility and performance in search engines.
It evaluates several key elements, including site architecture, page speed, mobile-friendliness, indexing, crawlability, security, and use of technologies that may impact search engine access and efficiency.
This was a critical step to ensuring that the website’s infrastructure met modern search engine standards, which is pivotal for improving search rankings and user experience. Our audit revealed several key technical issues that needed immediate attention:
Slow Loading Speeds: We identified that the Collectius website had slower than optimal loading times. Slow speeds can significantly affect user experience and negatively impact search engine rankings. To address this, we optimised image sizes, minimised the use of blocking JavaScript, and implemented more efficient caching policies to enhance page load performance.
The Lack of a Sitemap: The absence of a sitemap was another critical gap. Sitemaps are essential as they help search engines more intelligently crawl the site and understand its structure. We created and submitted a comprehensive sitemap to Google, which facilitated better indexing of the website’s pages.
Mobile Optimization: Our audit also found that Collectius’ website was not optimised for mobile users. The Brew team provided detailed guidance to Collectius' web development team on best practices for mobile optimization going forward. This included advice on implementing accelerated mobile pages (AMP), optimising button sizes and touch targets, and ensuring text readability without requiring zoom.
Tracking & Monitoring of Collectius’ Web Performance
To better monitor and track the effectiveness of our strategies, we installed Google Search Console (GSC) on Collectius’ website. GSC allows us to gain valuable insights into the site's traffic, search performance, and any crawling errors, thereby enabling us to make data-driven decisions.
With data from GSC, we can identify which pages are performing well and which might require further optimization. This helps us refine SEO strategies and target specific issues with precision.
Digital Content Strategy
Recognizing the importance of content in SEO success, we crafted a comprehensive digital content strategy pack specifically tailored to Collectius' needs.
This strategy involved developing four customer personas and two end-user personas, representing the diverse segments of Collectius' audience. These personas helped us understand the distinct needs, behaviours, and preferences of different user types that interact with Collectius' services.
From this foundation, we were able to pinpoint the types of content and topics that would resonate most strongly with each persona. Leveraging these insights, we developed a series of SEO-optimised articles.
Each article was carefully written by our copywriter who made sure that keywords used were relevant with Collectius’ offerings and aligned with the interests of potential clients.
Taking this approach allowed us to attract more organic traffic to their site and significantly enhance visibility for these targeted search terms.
Backlink Acquisition
To strengthen Collectius’ domain authority and improve their search engine ranking, we strategically acquired high-quality backlinks. This effort was aimed at boosting their profile against competitors and increasing the trustworthiness of their site in the eyes of search engines.
Through our targeted backlink acquisition efforts, we gradually improved the organic traffic to Collectius' site.
As their domain authority increased, so did their visibility in search engine results, leading to more visitors naturally finding their way to the website without the need for paid advertising.
This steady increase in organic traffic not only enhanced their online presence but also contributed to higher engagement and conversion rates.
Outstanding SEO Results for Collectius
Our comprehensive SEO strategy delivered impressive results for Collectius, significantly enhancing their online visibility and search engine performance. Here are some of the key achievements:
Significant Traffic Growth
Over a period of six months, we achieved more than a 60% increase in organic traffic to Collectius' website. This surge in visitors was a direct result of our focused improvements in SEO practices and content strategies.
Expanded Keyword Reach
There was over a 70% increase in the number of organic keywords that Collectius ranks for on Google. This expansion in keyword coverage helped broaden their visibility and reach a wider audience interested in debt collection and financial services.
Top Rankings in Local Searches
Collectius' website achieved first-page rankings on Google's Search Engine Results Pages (SERPs) for targeted searches in Singapore and Malaysia. Ranking on the first page for relevant searches significantly boosted their brand's visibility and accessibility in these key markets.
Recent Case Studies
Want similar results?
Get in touch to see how we can help.
BREW INTERACTIVE
Digital Marketing Agency in Singapore and Malaysia
SERVICES
SERVICES
- Search Engine Optimisation - SEO
- Digital Reputation Management
- Account Based Marketing
- B2B Marketing Agency
- AI Lead Generation
- AI Automation Agency
- Content Marketing
- Social Media Marketing
- Baidu
- Xiao Hong Shu
- Digital Marketing PSG Packages
- Sustainability and ESG Marketing Agency
- Financial Services and Fintech Marketing Agency
- Software as-a-Service (SaaS) Marketing Agency
- Technology Marketing Industry
- Healthcare Marketing Agency
- Education Marketing Agency
SUBSCRIBE
CONTACT US
Singapore Office:
111 North Bridge Road, #08-11, Singapore 179098 Malaysia Office:
Level 5, Guoco Tower, 6 Jalan Damanlela, Damansara City, Bukit Damansara, 50490, Kuala Lumpur
© Brew Interactive 2026. All rights reserved.
