Building an Education-Led Chinese Acquisition Funnel for a Financial Services Brand
International Financial Services Brand
Created a structured Chinese acquisition model combining educational content, paid search, social discovery and community conversion for a regulated financial services category.
1The Challenge
Marketing financial services in China demands more than performance media. The category requires education, trust building, careful control of claims and deep familiarity with local platforms — while prospects move through long, compliance-sensitive journeys before they are willing to engage. The brand needed a structured acquisition model that combined all of these without overpromising.
2Our Approach
Strategy
Developed a China digital growth roadmap tailored to the acquisition and trust requirements of financial services, sequencing awareness, education and conversion channels.
Content
Built an education-led Chinese content plan that explains products and market concepts first — content that earns trust before asking for engagement.
Search
Ran Baidu and Toutiao paid media with compliance-safe messaging and clear claim controls appropriate to a regulated category.
Social
Planned social content and audience strategy for Xueqiu and Xiaohongshu, plus KOL and IB partnership thinking for credibility and reach.
Conversion
Mapped website journey optimisation and private-community conversion guidance, with reporting and acquisition-funnel optimisation.
What We Delivered
Why It Worked
“Regulated industries in China convert through trust-led journeys: educational content earns attention, paid search captures intent, and community channels shorten the distance to conversation.”
Related Services
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