The partnership began in late 2019 when CIBC / Kozak Financial sought to modernize its digital marketing efforts and client acquisition strategies.
Working closely with David, MeDM’s Owner and Creative Director, and his design team, the firm benefited from a full-service approach that integrated design, content, and performance marketing. The collaboration lasted from December 2019 through July 2023, during which MeDM helped reshape the firm’s digital and brand presence to better resonate with its target clientele.
CIBC / Kozak Financial operates under the umbrella of CIBC, managing wealth and investments for high-net-worth individuals. The firm combines personalized advisory services with evidence-based financial strategies to help clients achieve long-term financial success. With a focus on trust, transparency, and results, Kozak Financial sought to strengthen its digital footprint and enhance its ability to connect with prospective clients in a competitive financial services market.
Prior to engaging MeDM, Kozak Financial relied primarily on traditional client outreach methods and sought a more data-driven, digital-first approach. The firm needed a marketing solution that could effectively communicate its expertise online while generating qualified leads through targeted campaigns. The key challenge was to modernize the brand without losing its credibility or established identity, ensuring that all digital materials, from the website to advertising aligned with the sophistication expected of a high-end financial advisory firm.
MeDM began by assessing Kozak Financial’s existing marketing materials and digital presence, identifying opportunities for optimization and modernization. The team developed a series of initiatives that included app design, social media advertising across Google and Facebook, and the creation of new website and landing pages designed to capture and convert potential clients. In addition, MeDM redesigned the firm’s pitch deck to more effectively communicate its value proposition to prospective clients.
A key component of the project was the development of an interactive online survey and financial calculator, built to engage users and provide personalized insights into their retirement goals. This survey acted as a lead-generation tool, allowing Kozak Financial to connect directly with interested prospects. MeDM ensured that all creative assets and campaign strategies reflected the firm’s professional brand image while driving measurable engagement and conversion outcomes.
The campaign successfully generated meaningful engagement and led to the acquisition of a major client through the online portal before it was later retired for internal reasons. The enhanced marketing materials, digital ads, and web assets improved brand perception and positioned Kozak Financial as a forward-thinking, digitally capable advisory firm. Overall, MeDM’s work exceeded expectations achieving strong performance metrics and lasting improvements in digital communication and client outreach.
MeDM demonstrated excellent project management throughout the engagement, delivering all components on time and within budget. The team maintained open and consistent communication through phone calls and emails, ensuring that Kozak Financial remained informed and involved throughout every stage of the process.
What set MeDM apart was their collaborative and innovative approach. The team brought fresh ideas to the table, helping Kozak Financial modernize its materials while staying true to its established brand identity. Their ability to listen, adapt, and seamlessly integrate client feedback into creative work resulted in an exceptional partnership marked by trust, creativity, and mutual respect.
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