Cut CAC by 58% and shipped an AI-powered prospect intelligence engine.
How we worked with Halton Capital to ship outcomes that compounded.
-58%
$1,140
CAC
+128%
31%
SQL → Close rate
+44%
62%
Onboarding CVR
in 8 months
$420M
AUM added
Trusted · Local · Award-Winning
Cut CAC by 58% and shipped an AI-powered prospect intelligence engine
28 yrs
experience
1,200+
5★ reviews
< 60min
response
100%
guaranteed
Service
From $99 · Same-day
Repair
From $99 · Same-day
Install
From $99 · Same-day
Welcome to Halton Capital!
Cut CAC by 58% and shipped an AI-powered prospect intelligence engine
About Our Company
We have been serving the community for many years. Our company offers a wide variety of services at competitive prices. Please contact us today for a free estimate!
Call us at 555-1234 or click HERE for more info.
Hours
Mon-Fri 9am-5pm
Sat 10am-2pm
★★★★★ A+ Rated!
© Halton Capital · Best Viewed in Internet Explorer 8+
Drag the divider to compare. Halton Capital's site before Nexora vs. what shipped on launch day.
The challenge
Halton was scaling a wealth-management product to high-net-worth professionals. Compliance constraints made paid acquisition brittle, and their sales team was buried in low-quality leads.
Strategy
- Rebuild compliant paid acquisition (Google + Meta) with custom whitelisting.
- Build an AI-powered lead enrichment + scoring engine — net worth signals + intent.
- Run a 6-test CRO program on the onboarding flow.
- Stand up a daily revenue-intelligence dashboard for the executive team.
Execution
- 1Restructured 80+ ad campaigns into a tightly-controlled portfolio.
- 2Built a Claude + Clearbit-powered enrichment pipeline that scored leads on 23 signals.
- 3Shipped 6 onboarding-flow tests; 4 hit statistical significance.
- 4Deployed a real-time intelligence dashboard tied to closed-won.
Impact
SEO rankings
Real keyword positions on Google before launch and 12 months later. Pulled directly from Halton Capital's Search Console.
Keyword position lifts
Live Google rankings · pre-launch vs. 12 months after
wealth management for executives
720 searches / mo
fiduciary advisor kansas city
480 searches / mo
high net worth advisor
2,100 searches / mo
halton capital
390 searches / mo
Tracked via Google Search Console + Ahrefs. Pulled directly from the client's live data — not aggregated estimates.
“They understood compliance, they understood our buyer, and they understood AI. That trifecta is almost impossible to find. We've extended for another year before the first one was up.”
Priya Halton
Founder & CEO, Halton Capital