Apex Fintech Solutions faced slowing growth and fragmented marketing spend despite having a strong fintech platform. By building a targeted inbound marketing strategy, redesigning messaging, and reallocating budgets, we helped drive efficiency, scalability, and renewed traction in a changing financial environment.
Apex Fintech Solutions is a financial technology company specializing in providing broker-dealers, advisors, issuers, and institutional investors with access to innovative fixed income and market-linked products. With a robust technology platform, the company aimed to simplify the access, comparison, and trading of securities. However, despite its strong offering, marketing remained fragmented, with budgets tied to traditional approaches that were no longer effective for modern, digitally savvy investors. Facing growth slowdowns triggered by market conditions and an evolving competitive landscape, Apex required a clear, scalable marketing roadmap to realign strategy, reposition brand messaging, and better resonate with its unique client mix. Redefine Web implemented a transformation strategy that future-proofed their marketing efforts through inbound-focused initiatives, targeted spending, and enhanced digital visibility.
Apex Fintech Solutions approached Redefine Web during a slowdown in growth. Their success had long relied on fixed-income securities and structured notes, but shifts in the market and monetary policy reduced demand. As they looked to expand into equities and annuities, their traditional marketing strategies weren’t equipped to support diversification.
Key challenges emerged. Marketing spend was scattered across sponsorships, events, and traditional outlets with no clear ROI. They lacked visibility at the early research stages of the buyer journey, missing high-value prospects. Brand positioning was weak with limited awareness among digitally savvy investors, and their messaging failed to stand out from competitors.
Inbound and digital traction were minimal, leaving Apex dependent on costly outbound efforts. Measurement gaps also made it unclear which touchpoints drove results. Despite having strong technology and credibility, Apex needed a digital-first, data-driven marketing approach built on precise targeting and measurable growth.
Redefine Web conducted a full marketing effectiveness audit, examining Apex’s media mix, creative, branding, and spend allocations across all channels. Through stakeholder interviews, competitive benchmarking, and best practice reviews, we mapped where Apex should shift focus to align with market realities and buyer behaviors.
Within nine months, we built a future-ready marketing roadmap:
Key execution points:
Through a complete marketing strategy redesign and realignment of spend, Apex Fintech Solutions significantly improved marketing efficiency, visibility, and client engagement. By shifting budgets from outbound sponsorships to inbound channels, such as SEO, PPC, and newsletters, Apex achieved measurable ROI, transformed its digital competitiveness, and regained traction in a challenging financial landscape.
Kyle Vine
Brandon Smith
Benjamin Sänger
Myles Scolnick
Peter Dolenc
Francis Strutt
