Discover how Yomoni captured the independent professionals market with targeted campaigns and tailored financial solutions. 🚀 Read the full case study now!
Their innovative and highly intensive approach enabled us to identify opportunities that we had overlooked and to deliver a very satisfactory performance in both B2B and B2C.
CMO Yomoni
👀 The Company: Yomoni
Yomoni is a leading French fintech specializing in automated wealth management. It provides intuitive investment solutions tailored to individual and professional needs, with offerings such as PER (retirement savings) and CTO (taxable investment accounts). With a growing customer base and a strong focus on innovation, Yomoni is now expanding its market reach to freelancers and independent professionals, leveraging its credibility and robust product offerings to cater to this burgeoning audience.
🤝 The Challenge: Capturing the Independent Professionals Market
Currently, independent professionals represent a growing market for Yomoni, driven by the increasing freelance workforce globally—36% in the U.S. and projected growth in France. This market segment presents a vast opportunity, with competitors like Mon Petit Placement and Nalo already active but not dominant. Yomoni’s advanced product features and strong credibility position it uniquely to capture this space.
The goal: Develop a targeted go-to-market strategy to acquire, engage, and retain independent professionals while expanding their presence in this competitive sector.
💪 Our Approach
A - Defining the Target Addressable Market (TAM)
Challenge:
Identify the most promising segments within the independent professionals category to tailor acquisition strategies effectively.
Solution:
Segment Analysis: Target high-potential groups such as health professionals, IT consultants, and small business owners operating under SASU or EURL.
Database Creation: Build enriched contact lists including names, emails, LinkedIn profiles, revenue levels, and business statuses.
Community Partnerships: Collaborate with platforms like Malt, Crème de la Crème, and Wemind, as well as freelance-focused clubs like Leonis Investissement.
Impact:
This structured segmentation laid the foundation for targeted outreach, ensuring high relevance and engagement rates.
B - Visibility and Awareness Campaigns
Challenge:
Ensure independent professionals recognize Yomoni’s offerings as a tailored solution for their financial needs.
Solution:
Advertising Campaigns:
YouTube Ads: Leverage targeted channels and audiences.
Instagram Ads: Utilize custom audiences and lookalike targeting.
LinkedIn Ads: Focus on job titles and company size to reach decision-makers.
Content Creation:
Publish the “Ultimate Guide to Investing for Freelancers in 2024.”
Develop success stories featuring independent clients.
Provide interactive simulations of cash flow investment outcomes.
Retargeting:
Implement retargeting ads for visitors who didn’t convert.
Launch email remarketing campaigns with tailored messaging.
Impact:
These efforts significantly boosted brand visibility and attracted high-quality traffic to Yomoni’s landing pages.
C - Acquisition and Activation Strategies
Challenge:
Convert high-quality leads from awareness campaigns into active clients while maintaining cost efficiency.
Solution:
Multi-Channel Campaigns:
Launch highly segmented LinkedIn and email outreach campaigns tailored to freelancers' unique financial goals.
Retarget potential clients with personalized ads.
Outbound Activation:
Deploy a sequence of 7–8 follow-up emails to nurture leads effectively.
Conduct cold calls to freelancers within partner communities, offering referral incentives.
Impact:
This personalized approach increased lead conversion rates and reduced acquisition costs by 25%.
D - Retention and Revenue Maximization
Challenge:
Ensure long-term engagement and maximize the lifetime value (LTV) of new clients.
Solution:
Referral Program:
Launch a freelancer-specific referral program incentivizing community leaders to recommend Yomoni.
Custom Nurturing:
Develop nurturing sequences based on professional needs and available treasury.
Upsell and Cross-Sell:
Introduce tailored product messages (e.g., PER Pro) based on client segments.
Impact:
Retention initiatives bolstered client loyalty and increased average account balances.
🍦 To Conclude
Yomoni’s targeted go-to-market strategy for independent professionals successfully unlocked new growth opportunities in a competitive sector. By combining strategic segmentation, multi-channel campaigns, and personalized engagement, Yomoni positioned itself as the go-to investment solution for freelancers and small business owners, driving sustainable growth. 🚀
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