Insights and Case Studies
From fragmented data to rising acquisition costs, our clients have been bringing us their toughest marketing challenges for over 30 years. The case studies below show how clearer data strategy paired with hands-on execution leads to lower costs, stronger performance, and results you can actually measure. Smart work. Proven outcomes.
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Curious what better performance could look like for your team? Let’s take a look together.
MINI CASES
BANKING & FINANCE
Secure Client Event Platform for a Top Global Bank
CHALLENGE
One of the world's largest banks needed a secure, reliable platform to schedule, manage, and report on webinars, workshops, and client consultations. Their legacy system suffered repeated downtime, preventing financial advisors from engaging prospects and clients effectively.
SOLUTION
Bridgetree built a custom web platform from the ground up. The new system allowed employees to easily set up webinars, manage attendees, run virtual events, and send personalized invitations, all while ensuring maximum security and reliability. With improved uptime and expanded capabilities, usage and attendance surged. The system’s success led to its adoption for employee training, providing a scalable, reliable solution for both internal and external events.
$57M
Incremental
LTV Annually
66%
Attendance
Increase
100%
Security Audit Pass Rate
CONSUMER SERVICES
Household Intelligence CRM for a National Field Sales Force
CHALLENGE
A leading national home services company needed to make their door-to-door sales teams dramatically more efficient. Reps were canvassing neighborhoods without data — no visibility into which households were most likely to convert or retain, and no mobile tools built for the work.
SOLUTION
Bridgetree scored 110M+ U.S. addresses across 300+ data attributes to build predictive models that identified which households were most likely to convert. Structured harvesting of publicly accessible data further strengthened model accuracy and long-term value prediction. Those models powered a custom mobile app that gave field reps prioritized household lists, mapping, and routing, improving both close rates and retention.
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110M+
Addresses
Scored
50%
Lift in Top-Decile Conversion
10%
Customer Retention Lift
GOVERNMENT / PUBLIC SECTOR
National-Scale Field Enumeration Platform
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CHALLENGE
Large-scale government field programs, from voter outreach to decennial enumeration, require software that handles millions of simultaneous surveys, eliminates data fraud, provides live accountability reporting, and works without reliable internet access in the field.
SOLUTION
Our large-scale fieldwork platform delivers biometric access, offline data capture, household mapping, anti-spoofing safeguards, and near real-time dashboards across hundreds of stakeholder organizations. Deployed nationally since 2013, it has enabled teams to collect billions of data points under short-burst conditions. The intense operational demands of large-scale fieldwork are what this platform was built for, which is why it's now used across all 50 states.
330M
Americans Reached
200K
Platform
Users
All 50
States
10+ Years
HEALTHCARE
Optimizing Mover Marketing for Healthcare Services
CHALLENGE
A leading healthcare provider, faced a common but critical challenge: expandingtheir patient base in a competitive market.
SOLUTION
Bridgetree broke apart the broad “recent mover” audience into distinct life-stagesegments and validated performance through structured testing. We alignedcreative to household needs across families with children, families withoutchildren, and seniors, introduced a 90-day re-engagement touch to capturedelayed decisions, and adjusted messaging to reflect seasonal patterns.Geographic and lifetime value modeling redirected investment toward higher-performing sub-markets and zip codes. The result was stronger conversion,reduced waste, and a more precise, accountable engine for patient growth.​
$15M
25:1
$110K
Annual GrossConversion Revenue
ROAS
Annual Savings Found
WIRELESS RETAIL
Proving the True Incremental Value of Digital Marketing
CHALLENGE
A national telecommunications retailer needed to increase qualified store traffic without increasing media spend. To prove impact, they placed Bridgetree in a head to head performance test against their incumbent agency. The mandate was clear: out perform existing programs and drive measurable customer engagement.​
SOLUTION
Utilizing a test and learn framework to power smarter marketing across search, social, and display, Bridgetree delivered immediate impact and sustained performance gains. Through proprietary audience segmentation, advanced media groups, and continuous optimization, we strategically reallocated channel budgets to maximize ROAS, refine targeting, improve efficiency, increase conversions, and decisively outperform the incumbent agency.
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Read The Full Story Here.
+3X
$1,200
10%
ROAS
Monthly Budget
Customer Retention Lift
RETAIL
Unlocking Growth Via Geo-Fencing for Competitive Conquest ​
CHALLENGE
A national rent-to-own retailer with nearly 3,000 stores across the United States was exploring new ways to acquire customers in an increasingly competitive market. While traditional marketing channels were well understood, leadership wanted to evaluate whether geo-fencing could effectively conquest customers from competitors. Just as important, they wanted to learn how to optimize the strategy for future growth.
SOLUTION
Back-end analysis confirmed geo-fencing as a financially viable conquest strategy (at least 3X ROAS) with traditional digital engagement that met or exceeded published industry benchmarks. Bridgetree also confirmed that rotating offers drove higher engagement, particularly in markets with below-average sales.
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7.5X
4.5X
3,000
ROAS High-Scoring Movers
ROAS From Movers
Over 3,00 Stores
