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The AI Pilot Project

Results of a twelve-week content program built by one writer working with AI, for a private wealth management firm.

The client is confidential. Figures are drawn from the client's own web and email analytics, rounded where noted. Further detail and private samples are available on request.

The brief

Could one skilled writer, working with AI, produce an entire quarter of content marketing for a wealth management firm — and would it perform?

Client

A private wealth management firm serving business owners approaching a sale.

Engagement

Run through the world's leading financial content marketing agency.

Method

Every piece drafted and edited with AI. Manual writing was limited to the edges. One writer; the agency team provided support.

Anchor

A twenty-page whitepaper on owner readiness: what a business owner must have in place before a transition.

Program

Twelve weeks of content, each piece tied to a theme of the whitepaper.

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What the pilot produced

1

Whitepaper

Twenty pages. The anchor for everything that followed.

60

Social posts

Three a week for twelve weeks, on the firm's page and the founder's profile. Images generated with AI.

3

Newsletters

Monthly, each carrying one theme from the whitepaper to the firm's list.

5

Blog posts

Long-form treatments of the whitepaper's themes for search and follow-up reading.

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Results at a glance

5,000+

clicks to the firm's consultation booking page during the campaign — the most in the site's history.

2×

the site's previous best month for page views, at the campaign's peak.

20,000

email opens and 8,300 clicks across the whitepaper campaign.

No. 1

The launch email is the best-performing content email the firm has ever sent.

Traffic and email figures are the client's. "History" means the life of the firm's website.

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Site traffic, before and during

Monthly page views, rounded, from the client's site analytics. Previous best month is the highest month before the campaign.

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Email: the whitepaper campaign

20,028

opens

8,263

clicks

21%

click rate on the launch email

The launch email ranks as the firm's best-performing content email since records began, and third among all emails, behind two event invitations.

Ninety-nine percent of clicks came from desktop: the audience read it at work.

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Social: the firm's page

The firm's page had been quiet. The campaign was the first sustained program it had run.

• Engagement rate: from low single digits before the campaign to its highest point of the year, roughly 18%, at the campaign's close.
• Reach: the campaign months were the page's three strongest of the year.
• Clicks: the two highest months of the year fell inside the campaign.

Absolute numbers on a small page are small. The direction, and the consistency across three measures, are the point.

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What we tell clients now

The AI produced the content. The campaign produced the traffic. The two claims are separate, and both held.

• One writer with AI can carry a full quarter of content for a financial firm: anchor piece, email, social, and blog, on one set of themes.
• Quality held. The whitepaper went out under the founder's name with only light manual writing.
• The writer's judgment is where the value sits: what the audience needs, what the firm can say, and what the AI got wrong.
• An anchor piece with everything else tied to it outperforms a stream of unrelated posts.

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Further detail and private samples are available on request.

The whitepaper, newsletters, social posts, and blog posts can be shared under a mutual NDA.

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