In the highly regulated sector of real estate investment, compliance is an integral part of everyday business operations. At Sofidy, it is more than just a framework; it is a strategic asset. Consent management has become a core element of the company's UX strategy.
For this leading player in collective real estate investment, the CMP is now considered a powerful tool for optimisation, making the conversion funnel more effective and measurable.
Today, we invite you to explore the behind-the-scenes of this successful collaboration. In this case study, Lana Nassar — Digital Marketing Manager at Sofidy — explains how consent management directly impacts acquisition and conversion strategies.
Sofidy: A Leading Real Estate Investment Brand That Prioritizes User Experience
Founded 37 years ago, Sofidy is now a leading independent player in the French 'SCPI' (Real Estate Investment Company) market. With €8.6 billion in assets under management and more than 5,000 properties across the country, its real estate savings products focus on commercial and office properties, which results in a large target audience.
Addressing such a diverse audience — both multigenerational and multichannel — requires flexible marketing tools to create an efficient digital journeys. That includes features that might not always be seen as strategic... like the cookie banner. (That’s where Axeptio comes in.)
The Challenge: Turning Measurement into Performance
"When I joined Sofidy, a CMP was already implemented, however it was designed exclusively for compliance," says Lana Nassar.
One of Lana's initial responsibilities was to implement acquisition campaigns through well-known traffic channels: SEO, SEA, and digital ads. But to track performance effectively — especially conversions — the team needed access to large volumes of reliable data.
They quickly identified a direct link between opt-in rates and the volume of usable data required for meaningful analysis. (Reminder: opt-in rates reflect the percentage of visitors who consent to data tracking.)
A low opt-in rate doesn’t just reduce insight — it undermines the entire optimization process: A/B tests become statistically unreliable, funnels go half-mapped, targeting loses accuracy, and marketing decisions are based on incomplete or distorted signals.
This is where the story takes a strategic turn. To identify the most effective traffic sources and UX friction points, optimizing the CMP became the key to unlocking actionable data.
Data Starts with Consent: Why CMP Design Matters
The original version of the CMP was designed to be unobtrusive. Maybe a bit too much. Positioned at the bottom of the screen, with brand-colored elements, it often went unnoticed—resulting in low interaction and low opt-in rates.
Lana initiated an audit and a continuous improvement plan for the CMP, supported by Aurélie Del Peso, Customer Success Manager at Axeptio.
The first objective: boost visibility and clarity. With an audience ranging from digitally savvy young investors to less tech-comfortable retirees, accessibility was non-negotiable.
As the first touchpoint on the site, the CMP is part of the brand experience. It has to be visible, understandable, and trustworthy. That’s where Axeptio shines—enabling brands to design transparent interfaces without sacrificing aesthetics, compliance, or usability.
Two rounds of updates were rolled out:
- December 2024: Sofidy added drop shadow to visually separate the CMP from the background, and integrated brand elements like the Sofidy logo to show users that the CMP is an integral part of the site.
- February 2025: The widget text was rewritten and customized to improve clarity, especially for audiences less familiar with digital consent. At the same time, the “Continue without accepting” button was enabled to give users more explicit control.
“What I really like about Axeptio is how easy it is to test, tweak, and see results quickly,” says Lana. “This was my first time doing a deep dive into a CMP, but the interface is clear, the back office is intuitive, and Aurélie provided amazing support throughout the process.”
This close collaboration enabled Lana to take swift action, ship updates to production quickly, and monitor KPIs with precision.
Immediate Impact on Data Collection and Analysis
The results were felt right away:
- +32% interaction rates
- +27% opt-in rates
Just to recap: interaction rates refer to the proportion of users who engage with the CMP in any way — whether by accepting, refusing, or customizing their consent settings. Opt-in rates meanwhile, capture users who explicitly agree to data tracking.
But the strategic impact goes far beyond the metrics.
At the same time, Lana scaled up her acquisition campaigns, bringing in more qualified traffic.
With deeper insight into user behavior, those campaigns could then be fine-tuned to match real-world visitor patterns.
The more compliant data collected, the more refined the analysis — and the more precisely the conversion funnel could be tailored to users' expectations, reducing bounce and increasing ROI.
“By combining two levers — traffic acquisition and CMP optimization — we were able to collect enough compliant data to make informed decisions about our conversion funnel. Just last week, we rolled out new UX changes based on that data, and the early results are already looking very promising!” — Lana Nassar
Lana Nassar Digital Marketing Manager - Sofidy
Sofidy’s experience with Axeptio drives home a clear point: compliance isn’t just a requirement — it’s the foundation for performance, trust, and a truly user-first strategy.
Just like Sofidy, make your CMP a key ally in improving your UX!
