Finance / Investments
Marketing for an investment company
Marketing strategy and promotion for an investment brokerage firm. Client acquisition in the financial services segment.
Challenge
Banca is an investment brokerage firm operating in a market where financial services are viewed with skepticism and trust is paramount. The company needed to build brand awareness, attract qualified investors, and create a structured acquisition funnel in a regulatory-sensitive industry.
Our approach
We developed a trust-first marketing strategy: educational content to build authority, targeted digital campaigns to reach potential investors, and a multi-touch acquisition funnel that nurtured leads through the decision process. Special attention was paid to regulatory compliance in all marketing materials and positioning the firm as a transparent, reliable partner.
Results
Client base growth
Increased brand awareness
Structured acquisition funnel
Discuss partnership
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