Marketing for technology platforms in the financial world

Promote use of your platform in the market, ensure a high user adoption, boost your recurring revenue.


Inbound Marketing, Marketing Automation and CRM for the FinTech industry

Find out how Inbound Marketing, well-structured processes, a well-implemented CRM and Marketing Automation can work for your business: more than 82% of new purchases start with an online search. Have you ever wondered “who is taking your online customers” away from you insofar as better positioned and communicating more effectively?

Achieving and maintaining a strong web presence is essential for capturing qualified leads. You can use digital channels to attract businesses and people interested in solving the problems your organization has a solution for.


The challenges of the FinTech industry that we can help you overcome


Our experience in the sector

We have been working for many years with platforms supporting insurance, banking and financial processes, helping with the online promotion of companies and professionals at various points of the supply chain.

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Insurance platforms

Cloud platforms offering paperless insurance packages.

Factoring platforms

Disintermediation and crowdfunding cloud solutions for advances against invoices.

Personal finance platforms

SAAS solutions for individuals wishing to track their financial transactions.

Banking platforms

Financial consulting services and access to credit.

Brokers, intermediaries and consultants

Professionals and structured companies offering brokerage and financial consulting services.


Special services for the FinTech sector

Our projects with technology companies operating in the financial, insurance and banking sectors generally involve:

Implementation of the Inbound Methodology

We partner your Marketing team and implement a strategy to be developed together throughout the year, to attract more visitors, generate more leads, close more deals and retain acquired customers.

Website development and optimization

We re-design your website after careful analysis of the UX (User experience) based on modern, secure technology and constantly optimizing your web pages for search engines.

Web-app enhancement with Marketing Automation

We activate new technologies and new activities to optimize the performance of your platform. Methods include developing chatbots, recovering abandoned shopping carts, gathering feedback on customer satisfaction and managing service tickets.

Boosting User Adoption

We optimize platform on-boarding processes and ensure users continue to return and use your platform consistently and effectively.

CRM implementation

We analyze and optimize marketing, sales and customer service processes. We implement CRM in your organization. We enable the sales department to work more effectively and efficiently, also through the Inbound Sales methodology.

Lead Generation

We increase the effectiveness of your digital channels to generate new contacts (B2C and B2B) interested in your products and services through Content Marketing, SEO, Social Media Marketing and Online Advertising.

Engagement based on the existing Database

We automate part of your marketing, sales and customer service processes by implementing Marketing Automation technologies and strategies to reawaken existing contacts and keep them active.

Content Marketing

We build content marketing campaigns following the Topic Clusters methodology, by creating blog posts, pillar pages, downloadable materials to be promoted through social posts, newsletters, online advertising, etc.

Management of brokers and partners

We implement strategies, processes, content and technologies to attract new agents, brokers and intermediaries, and facilitate the development of medium-to-long-term business relationships. 

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