Finantix
From no agency to acquisition: the journey for wealthtech scale-up
Before we came on board, wealthtech provider Finantix was doing great: securing clients and progressing technical capabilities. But it lacked a consistent marketing comms approach and PR could have been working much harder in terms of demonstrating consistent momentum and establishing brand authority.
In 2019 Finantix ramped up its commitment to marketing with the appointment of an experienced, dedicated CMO. He immediately set about putting in place a more structured strategy that balanced a strong news pipeline with a considered thought leadership position alongside measurable and achievable goals and metrics.
“The appetite in the wealth management industry for digital technologies has increased enormously in the last few years, and with the competitive landscape looking distinctly more crowded, a coherent communications strategy across multiple channels was the top priority for Finantix.The Comms Crowd gives us access to a tightly-knit team of professionals, with deep-dive industry knowledge, combined with a broad range of communications skills. They worked together seamlessly to bring about and maximise every opportunity. They are on it every day and we are really pleased with the positive impact their support has had on the wider business.” Chief Marketing Officer, Finantix.
The brief
Our remit was clear, with a central focus on differentiating Finantix from its competitors. To do this we would articulate the business strategy for wealth managers and private banks to adopt digital technologies that could enable frictionless onboarding, maximising client engagement and retention while optimising market share and margins. Ultimately, we wanted to establish Finantix as the wealthtech vendor of choice.
Working closely with the CMO, the fintech team built a strong pipeline of press releases to announce client wins, acquisitions, partnerships, new products, key hires, company developments and more. This regular flow of news would help establish Finantix as a company with forward momentum.
We sought out feature and thought leadership PR opportunities across key fintech and wealthtech trade titles, and secured and drafted bylines attributed to a range of key senior people, expanding this to include InCube leaders following its acquisition by Finantix.
To anchor Finantix credibility, we set up a strong industry award programme which identified relevant awards and provided support to prepare award entries.
We also took over the company LinkedIN feed which had rarely even been used, and over the course of two years built it up to over 10,000 organic followers.
“The Comms Crowd really helped us step up when it came to social media. With their support we soon saw how LinkedIn can deliver real value if it is manged carefully and consistently. As our social media strategy developed and the quality and quantity of posting grew, we reaped the genuine benefits form our extended network.” Chief Marketing Officer, Finantix.
Featured in
We achieved extensive coverage in 2019, 2020 and 2021, with significant achievements across all key areas including briefings, press releases and bylines in tier one publications. These included: The Banker, Fintech Futures, FT Adviser, IBS Intelligence, Private Banker International, Professional Wealth Management, The Fintech Times, and The WealthNet.
