CLIENT NEED | New opportunities

SOLUTION | Cazarin created a multi-channel strategy to generate leads

THE CLIENT | Bane O’Leary

From the very beginning, more than 60 years ago, Bane O’Leary set out to be a little different than your typical wealth management firm. Rather than simply being a financial consultant, they partner with their clients to give them step-by-step insights to help them make better and more confident decisions for their financial future.


While Bane O’Leary was phenomenal at helping clients see opportunities rather than obstacles, they struggled with seeing new opportunities with their promotions and marketing. What worked years ago was no longer effective and needed a marketing refresh. After meeting with the content marketing team at Cazarin, they realized Cazarin had all of the necessary services to help them better market their services.

SOLUTIONS | Scope of Work

  • Brand Strategy
  • Logo Creation
  • Brand Style Guide Updates
  • Website Refresh
  • Brand Revitalization
  • Webinar Promotion

THE IMPACT | Real Results

100% +

increase new client interest

Increase in Website Traffic (Desktop and Mobile)

Organic Reach up more than


Webinar Attendance up more than


THE CAZARIN APPROACH |  Adding New Services To Company

Bane O’Leary wanted their clients to feel welcomed and comfortable at every touchpoint – in the office, on the phone, and online. Our discovery phase uncovered that their existing website was informational and functional but lacked a personal feel and did not have a user-friendly format. We took a look at some nearby competitors and were quick to see Bane O’Leary had many unique differences that would help them stand out online and within their community. Adding new service offerings would give them more opportunities to grow their client base. Bane O’Leary was enthusiastic about the entire marketing plan and was eager to get started.

THE OUTCOME |  Dynamic  Promotions Increased Webinar Attendance

The new logo was a big hit, and the new website and content proved to be an instant success. The website positioned Bane O’Leary as an approachable wealth management firm and gave clients insight into what to expect from the firm. The new webinar service offering received overwhelming interest, and registrations for their retirement series grew faster than anticipated. Even the client portal received outstanding feedback. Overall, a strong SEO strategy, regular blog posts, and keyword-driven content keep Bane O’Leary high in Google searches.

Our work speaks for us.

See for yourself!