VectorVest, a family-owned financial services company in Cornelius, NC, offers stock analysis software and market timing tools to empower individual investors. In the first ten years of their long-standing partnership with AMDG, a family-owned agency in Cleveland, VectorVest experienced consistent year-over-year subscriber growth. AMDG’s digital campaigns, TV and OTT ads, and understanding of VectorVest’s value helped drive results—even in a volatile market. More than a business success, the collaboration grew into a strong family friendship between AMDG’s Dan Traci and VectorVest’s founder, Dr. Bart DiLiddo. This case study highlights how AMDG transformed VectorVest’s digital presence and subscriber base.

Founded in 1988 by Dr. Bart DiLiddo, VectorVest’s proprietary platform helps investors manage risk and grow their portfolios with confidence. In the early 2000s, AMDG began working with VectorVest. Just a few years into the partnership, the 2008 housing market crash severely impacted investor confidence across the country. While many financial services struggled, AMDG’s strategic, multi-channel approach helped VectorVest not only retain subscribers but achieve growth. Their efforts strengthened credibility around VectorVest’s tech-forward model during a time of widespread uncertainty. Rooted in shared family values, the partnership between Dr. DiLiddo and Dan Traci evolved into a close friendship that deepened collaboration and fueled long-term success.

VectorVest aimed to:

• Double its subscriber base during one of the worst market downturns in history (2008 housing market collapse).
• Overcome skepticism about its computer-based stock analysis platform among traditional newsletter readers.
• Strengthen brand visibility and credibility in a competitive financial services market.
• Establish a robust digital presence to attract tech-savvy investors and compete with larger firms.
• Drive consistent year-over-year subscriber growth to become a leading investment tool.

The challenge was to craft a marketing strategy that would drive exponential growth, build trust in VectorVest’s technology, and position the brand as a trusted resource for investors, all while navigating a volatile market.

AMDG developed a comprehensive, multi-channel marketing strategy to elevate VectorVest’s brand and drive subscriber growth. Key elements included:

• Transformative Digital Campaigns
  AMDG revolutionized VectorVest’s digital presence by creating a user-friendly website and launching targeted online campaigns. These included international pay-per-click (PPC) ads through Google Ads and DV360, native advertising via Dianomi, and social media campaigns across LinkedIn and Meta. Personalized email marketing based on subscriber data also helped drive engagement and conversions. Together, these efforts positioned VectorVest as a modern, accessible tool for investors.
• Geo-Targeted Programmatic Advertising
  AMDG implemented localized, geo-targeted programmatic ads to reach high-potential investor audiences across the U.S. By leveraging data-driven insights, these ads targeted self-motivated retail investors seeking high returns, driving website traffic, trials, and subscriptions.
• TV and OTT Advertising
  AMDG crafted compelling TV and OTT campaigns, airing on financial networks like CNBC and streaming platforms to reach affluent investors. These ads highlighted VectorVest’s proprietary market timing indicators and ease of use, using testimonials and third-party studies to build credibility and drive conversions.
• Content-Driven Marketing
  Recognizing VectorVest’s strength in education, AMDG developed “how-to” content, including webinars, blog posts, and downloadable guides, to demystify the platform’s technology. These resources, hosted on the VectorVest University website, educated investors and boosted trial sign-ups.

The partnership between AMDG and VectorVest continues to deliver transformative outcomes today:

• Subscriber Growth: VectorVest grew it’s subscriber base YoY from 2005-2020.
• Digital Transformation: AMDG’s digital campaigns generated 95.2 million global impressions in 2024, while strategic website enhancements and targeted PPC efforts fueled a 161% increase in leads.
• TV and OTT Impact: TV and OTT campaigns boosted brand visibility, with reported 97%+ video completion rates via optimized YouTube buys in 2024.
• Brand Credibility: Third-party reviews and content marketing enhanced VectorVest’s reputation and overall trust in the space. Generating 1,600+ reviews on Trustpilot alone earning them a TrustScore of 4.6/5.

AMDG, a Cleveland-based family-owned agency, transformed VectorVest, a North Carolina-based family-owned financial services company, into a leader in stock analysis software. Through innovative digital campaigns, geo-targeted programmatic ads, impactful TV and OTT advertising, and strategic content marketing, AMDG drove strong brand loyalty, defying challenging market downturns. The partnership’s success was amplified by the strong family friendship between Dan Traci and Dr. Bart DiLiddo, proving that shared values and creative expertise can deliver extraordinary results. AMDG’s ability to operate as an expert from afar underscores its versatility in empowering brands nationwide.