How UGC built credibility for Xerxes Advisory
- UGC Campaign Strategy
- Creator Briefing
- Content Review & Approval
- Lead Nurture Tracking

The brand
A trust-led advisory brand that used Klikbait to brief creators on sharing financial tips, wealth mindset content, and advisory CTAs.
Overview
Advisory brands need trust before they get leads. Xerxes used Klikbait to put finance creators in front of the right audience with content that felt expert, not advertorial.
A trust-led advisory brand that used Klikbait to brief creators on sharing financial tips, wealth mindset content, and advisory CTAs.
We launched a credibility-focused UGC campaign on Klikbait — matching finance creators, enforcing compliance review, and tracking advisory call bookings.
12 creators delivered 24 approved videos reaching 620K views and driving 64 booked advisory calls in 6 weeks.
Challenge
For advisory brands, every touchpoint must signal competence. Xerxes had expertise but no scalable way to get it in front of prospects through trusted voices.
• Landing page converted visitors but traffic volume was too low
• Brand-owned content felt too formal for social discovery
• No creator network in finance to amplify advisory expertise
• Compliance requirements made casual UGC feel risky
• Email nurture needed warmer leads from social channels
Approach
We built a compliance-aware Klikbait campaign — creators shared educational finance content with structured CTAs, every piece reviewed before posting.
Compliance-led campaign brief — Defined approved talking points, disclaimer requirements, and CTA structure so creators could educate without regulatory risk.
Finance creator matching — Matched 12 creators in personal finance, investing, and business niches with audiences actively seeking advisory services.
Dual review workflow — Content reviewed on Klikbait for brand alignment, then checked for compliance before approval and posting.
Advisory call tracking — Unique booking links tied each advisory call back to specific creator content for clear attribution.
What we delivered
- Compliance-led campaign briefDefined approved talking points, disclaimer requirements, and CTA structure so creators could educate without regulatory risk.
- Finance creator matchingMatched 12 creators in personal finance, investing, and business niches with audiences actively seeking advisory services.
- Dual review workflowContent reviewed on Klikbait for brand alignment, then checked for compliance before approval and posting.
- Advisory call trackingUnique booking links tied each advisory call back to specific creator content for clear attribution.
Performance
Outcomes that compound
Key signals from the engagement — reported for the same measurement window unless noted.
620K
Total Views
+178% — vs. pre-campaign baseline
64
Advisory Calls Booked
+178% — attributed to UGC content
+178%
Email Sign-Ups
340 new — from creator content CTAs
3.9%
Engagement Rate
+1.6x — vs. brand-owned posts
Gallery



Takeaways
- 620K views from 12 finance creators in 6 weeks
- 64 advisory calls booked and attributed to UGC content
- 178% increase in email sign-ups from creator CTAs
- Full compliance control through Klikbait's dual review workflow
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Next project
Need UGC that builds credibility for trust-led brands?
Brief creators on Klikbait with compliance guardrails and turn expertise into booked calls.

