CollegeWell Private College 529
Explore More Financial Services
Services
College Saving Starts Now
CHALLENGE
Driving enrollment for a lesser-known private college 529 plan by reaching affluent, qualified prospects and motivating long-term commitment to a high-consideration savings product.
STRATEGY
Develop a targeted, full-funnel strategy focused on high-income households, private university alumni, and grandparents using emotionally driven creative, lifestyle placements, and remarketing to stay relevant across a long decision cycle.
IMPACT
Increased qualified enrollment and stronger conversion efficiency across a long-term savings journey.
Results
0
Reduction in Unqualified Accounts
0
Lift in Site Traffic
0
Increase in New Account Volume
CTR Increase:
Overall CTR increased by 1.3x to 0.43%, with clicks up by 24% YoY.
Higher Unflagged Account Ratio:
Significant improvement in account quality, with qualified accounts rising from 53% in the first half of the year to 73% in the second half.
