Coho Financial Group
Case Study
Using Dubb has helped CFG establish itself as second to none in the financial services sector
Testimonial
Challenges
Coho Financial Group (CFG) is Alaska’s leading choice for investment advisory and achieving financial security. They are committed to creating flexible strategies for businesses and professionals to successfully navigate today’s ever-changing financial climate, and providing them with continued education on managing and preserving their financial resources.
In today’s increasingly virtual business landscape, the firm struggled to get high response rates and book client meetings using text-based messaging. On account of this, their team recognized they needed a more effective way to communicate and build rapport with their clients.
Solutions
The CFG team now incorporates Dubb video into their outreach efforts. By capitalizing on the power of personalized videos, they are now able to unlock more business opportunities. Leveraging all aspects of the Dubb platform has also empowered the company to build more long-term relationships centered on open and honest communication.
Results
After partnering with Dubb, CFG began to see a significant increase in its engagement, response, and conversion rates. Ultimately, the firm was able to close more bookings and decrease its sales cycles while increasing its pipeline.
By leveraging video as an outreach strategy, CFG has built a reputation for being second to none in the financial services industry.
"Using Dubb has really made a huge difference in the way our clients receive us."
"Using Dubb has really made a huge difference in the way our clients receive us."