Scaling an Investment Firm to £40m in Revenue

Building the marketing infrastructure.
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Services Provide
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Digital Strategy
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Operations Restructuring
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Marketing Automation
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Data Infrastructure
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Campaign Management
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Brand Development
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Marketing Automation
Sector
Financial Services, Investment
Involvement
Strategic Planning
Digital Transformation
Operations Optimisation
Marketing Infrastructure
Data Analytics Implementation
Workflow Restructuring
Campaign Optimisation
Results
£40M Revenue in 18 Months
End-to-end Digital Transformation
Streamlined Operations
Enhanced Data Infrastructure
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Executive summary

Transformed a traditional investment firm's approach to marketing and operations, implementing comprehensive digital solutions that drove significant revenue growth. Through strategic restructuring and data-driven marketing, we helped scale the business to £40M in revenue within 18 months.

Challenge

Despite the firm's strong industry reputation and track record of securing over £5bn in investments, their traditional approach was yielding diminishing returns. The business operated in silos with fragmented marketing efforts, lacking the digital infrastructure needed for sustained growth.

Solutions

01

Implemented a comprehensive digital transformation strategy, restructuring operations to break down silos and create efficient workflows. This included developing new reporting systems and establishing clear directives across all business functions.

02

Created an end-to-end value-focused marketing funnel, shifting from bottom-funnel focus to a nurturing approach. This was supported by robust data infrastructure and strategic campaign deployment across multiple channels.

Result

01
Revenue Growth

Achieved £40M in revenue within 18 months through integrated strategy

02
Operational Efficiency

Eliminated departmental silos and reduced workflow bottlenecks by 60%

03
Marketing Evolution

Transformed from linear marketing to comprehensive funnel strategy

04
Data Infrastructure

Established robust analytics framework driving informed decision-making

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