Professional Services case study, 2023 to 2024
Improved Apex Fintech Solutions media spend efficiency 65% with an inbound-led marketing reset.
A fintech firm moved its budget out of scattered sponsorships and into inbound digital channels.
Media spend got 65% more efficient once budget moved to inbound.
Engagement with institutional investors and advisors rose 120% through targeted digital campaigns.
Qualified leads grew 86%, which gave Apex momentum in a tough market.
CLIENT SNAPSHOT
The brief
A B2B wealth tech platform that gives broker-dealers, advisors and institutions custody, clearing and digital investing infrastructure.
Apex Fintech Solutions builds the infrastructure behind digital investing. Its cloud-native AscendOS platform gives broker-dealers, advisors and institutions core custody and clearing, digital investing tools such as a rebalancer and direct indexing, and an advisor workstation. Hundreds of clients use it to serve millions of investors worldwide.
The product was strong, but marketing was scattered. Budgets went to old methods that no longer reached today's buyers. As markets slowed, Apex needed a clear plan to reshape its message and win new buyers.
The problem
Spend on old channels, weak inbound visibility and a market slowdown.
What we did
Audit, plan and shift the budget to inbound, where modern buyers research.
We found where the money was going, then pointed it where buyers look.
We ran a full audit of how well the marketing worked. It covered the media mix, creative, brand and spend. We interviewed key people and benchmarked rivals to see where Apex should focus.
Within 9 months, we built a plan for the future. It moved budget to inbound and centered the message on modern infrastructure and giving clients more control. It added targeted SEO, PPC, whitepapers and newsletters, and a clear way to rank which customers came first.
BARS SHARE ONE SCALE PER CHART. BEFORE IS THE STARTING POINT.
A custom 9-month plan that set Apex up around what the market wants.
Less outbound, with SEO, PPC, whitepapers and newsletters added.
A new voice built on modern wealth tech infrastructure and giving clients more control.
A clear way to group buyers and move the brand forward.
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