AI-Powered Wealth Management Platform in the Middle East

Project Goal:

Launch an AI-driven wealth management platform that provides automated investment strategies for high-net-worth individuals in the Middle East.

Tasks & Strategy:

1. Market Education & Awareness:
   • Address skepticism around AI-based investing through thought leadership content.
   • Create a video series explaining AI-powered portfolio management.
   • Work with financial influencers to promote the platform.
2. High-Touch Lead Generation Strategy:
   • Develop ultra-personalized email campaigns for private banking clients.
   • Implement a gated webinar series to attract and convert high-value leads.
   • Leverage targeted PPC campaigns focusing on luxury investors.
3. Regulatory Compliance & Trust Building:
   • Ensure marketing materials comply with financial regulations in UAE & GCC.
   • Highlight transparency, AI auditability, and risk management.

Stages of the Project:

1. Strategy Development (Month 1-3) – Research, compliance alignment, content creation.
2. Lead Generation (Month 4-6) – Launch targeted ad campaigns, gated content, and webinar series.
3. Client Retention & Expansion (Month 7-12) – Optimize lead nurturing, expand into Saudi and Qatari markets.

Results:

2.5X ROI on paid advertising campaigns.

150+ high-net-worth leads generated in the first 3 months.

25% of leads converted into paying clients.