CORFINANCIAL: GROWING LEAD GENERATION AND INTERNAL OPERATIONS
- Our fractional CMO triggered an uplift in brand awareness for corfinancial
- We focused on growing overall brand visibility through a new, responsive, SEO-friendly website design
- Our strategy efforts encouraged an uptake of new leads and increased organic discovery
About the client: corfinancial
corfinancial provides software solutions and advisory consultancy to banking and financial services organisations worldwide, with offices in London, New York and Boston. Its products include post-trade processing solution Salerio, and wealth management system BITA Risk.
The challenge
We first met with corfinancial upon recommendation from a consulting firm. The key takeaways from the initial meeting led us to the conclusion that the firms’ current sale potential was being hindered by limited brand awareness, and there was no targeted marketing effort to support this aspect of the business. We were brought on board to address these issues through our fractional CMO service, faced with the task of devising an approach for the UK and U.S. markets.
Our approach
We started by creating new thought leadership content and PR for the firms’ Salerio (post-trade processing) product. This soon extended to social media management and creative work (the design of white papers, case studies and other collateral). We were then asked to work across the entire product portfolio, including the preparation of go-to market plans for new products and the design and build of a completely new website.
What we achieved
- We created a new, responsive, sleek website
- We provided SEO-driven content for the new site
- Analysis showed us tactical ways to improve site navigation with search by client type, product or area of functionality
- We ensured the design was compatible with mobile and tablet display
What the client said
Bruce Hobson, Chief Executive Officer at corfinancial shares his experience of collaborating with us:
“Russ and his team have significantly boosted our marketing activities and international branding through the fractional CMO support provided. They produce excellent research and copy for opinion pieces, case studies and press releases, as well collating multiple topics to support our regular corporate newsletters. Content is professionally produced and Russ is always keen to ensure the best quality for all of our marketing output. A key strength of Russ and his team is domain knowledge; they understand the investment management industry and software solutions, and can produce views, opinions and creative ideas accordingly.
This team has recently created our new website, supporting the production of a significant amount of new and updated content, with major improvements to the user experience when visiting our site. Russ is a pleasure to work with; he is always positive and I would not hesitate to recommend him and his team.”
Want to kickstart your own growth trajectory? Simply contact us to book a discovery call with our specialist fintech fractional CMO.