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How Adviser Investments Turned Bizible from a License into a Practice

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Industry

Financial Services

Challenge

Adviser Investments, a Newton, Massachusetts wealth management firm, had invested in Bizible for attribution and Marketo for automation. But owning attribution software is not the same as doing attribution. Without dedicated expertise, attribution platforms decay fast: touchpoint data drifts, features go unused, and reporting loses credibility just when leadership starts asking what marketing is delivering.The firm's marketing team needed Bizible to do what it was bought to do: prove ROI on marketing investments and show which channels and campaigns actually drive business. And they needed to build that capability in-house, not rent it forever.

Results

Bizible became a working attribution practice instead of shelfware. The marketing team runs the platform in-house, uses advanced functionality, and puts attribution data in front of leadership to defend and direct marketing spend.Bizible configuration and touchpoint data maintained at full accuracy, with zero platform decayMarketing team trained, ramped, and running attribution projects in productionTier 2 Bizible functions and newer attribution features adoptedAttribution reporting in active use for channel and budget decisions

Key Products

Marketo Measure

www.adviserinvestments.com
100%
Touchpoint Continuity
Tier 2
Bizible Functions Adopted
100%
Team Running Bizible In-House
Full
Funnel Attribution Coverage

With The Pedowitz Group we get senior Bizible expertise on demand. We finally have attribution data we actually use to make budget decisions.

Lisa Hamann

Director of Marketing @Adviser Investments

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About your Customer

Adviser Investments is a Newton, Massachusetts-based wealth management firm serving affluent investors nationwide with personalized portfolio management, financial planning, and tax solutions, built on decades of independent investment research.

The Challenge

Adviser Investments, a Newton, Massachusetts wealth management firm, had invested in Bizible for attribution and Marketo for automation. But owning attribution software is not the same as doing attribution. Without dedicated expertise, attribution platforms decay fast: touchpoint data drifts, features go unused, and reporting loses credibility just when leadership starts asking what marketing is delivering.

The firm's marketing team needed Bizible to do what it was bought to do: prove ROI on marketing investments and show which channels and campaigns actually drive business. And they needed to build that capability in-house, not rent it forever.

The Solution

Adviser Investments brought in The Pedowitz Group to operationalize Bizible. TPG's mandate was to keep the platform trustworthy, raise the team's capability, and push attribution beyond the basics.

  • Platform operations: TPG maintained Bizible configuration and data quality end to end, so every touchpoint feeding attribution reporting stayed accurate and complete
  • Team enablement: TPG trained and ramped the marketing team on Bizible, overseeing their first attribution projects from build through production
  • Advanced adoption: TPG moved the team into Tier 2 Bizible functionality and newer features, deepening what the firm could measure and optimize
  • Full-funnel inputs: TPG optimized the forms and campaigns feeding Bizible touchpoints, so attribution captured the complete buyer journey

 

The Results

Bizible became a working attribution practice instead of shelfware. The marketing team runs the platform in-house, uses advanced functionality, and puts attribution data in front of leadership to defend and direct marketing spend.

  • Bizible configuration and touchpoint data maintained at full accuracy, with zero platform decay
  • Marketing team trained, ramped, and running attribution projects in production
  • Tier 2 Bizible functions and newer attribution features adopted
  • Attribution reporting in active use for channel and budget decisions

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