How Fidelity Private Shares Improved Digital Performance with an Integrated Strategy

Challenge

Fidelity Private Shares, a leading platform for private market investments, aimed to improve digital engagement and lead generation. They faced challenges with fragmented content strategies, limited asset availability, and inconsistent tracking across multiple lead sources.

Objectives

• Increase conversion performance across paid and organic channels
• Optimize paid media efficiency through improved targeting and campaign structure
• Improve website tracking to better attribute conversions to marketing channels
• Streamline organic and social content strategies to support investor and issuer acquisition

Business Impact

829 Studios implemented an integrated digital strategy that increased growth across search, social, and content channels. With smarter budget allocation and refined targeting, paid search performance improved, leading to a 47% QoQ increase in leads and stronger impression share across platforms. SEO and content updates enhanced keyword visibility and user experience, resulting in a 35% lift in organic conversions and a 28% jump in conversion rate—highlighting better alignment between traffic and intent.

Through creative optimization, enhanced remarketing formats, and refined audience targeting, Meta conversion volume increased significantly. Programmatic ads increased quote requests and inquiries, while organic social efforts surpassed engagement goals on LinkedIn and Twitter by more than 150%. These efforts established a scalable foundation for Fidelity Private Shares’ continued digital growth into 2025.