A FinTech unicorn captures market share with an inbound marketing strategy.
Initial situation
- Independent digital asset manager as an alternative to traditional private banks
- Provides access to premium wealth management and the best private equity funds with assets of €100,000 or more.
- Funding: 33M€
- Innovator of the Year 2019
- Capital Test Winner 2017/2018/2019
Objective
- Acquisition of high net worth individuals
- Introduction of a scalable sales & marketing process
Through personal conversations, we have found out how high-net-worth individuals need to be addressed, what they look for and on which channels we can reach them.
With the insights from the customer profiling, we have rethought and adapted all sales materials, processes and channels.
Through iterative market testing, we have found a process that continuously generates new leads, wins customers and is scalable in the process.
We have set up a concrete rollout plan to scale the newly created sales & marketing process.
of sales and marketing was increased by 30% in just a few months.
is aligned exclusively along the customer journey and customer needs.
continuously receives hot leads and is thus significantly more successful than before.
A study by Western University shows that face-to-face interaction is 34 times more effective than an email.
