The Ask
Standing Out in a Sea of Fintech Giants
As a boutique fintech company partnering with RIAs to help manage client assets, TradePMR competes with industry powerhouses like Charles Schwab, Goldman Sachs and Morgan Stanley.
Although their technology and service rival the best, TradePMR’s marketing hadn’t kept pace. They needed a bold new direction, one that would elevate their presence and position them as a serious contender in the national fintech space.
To accomplish this, our team helped define the TradePMR brand, establish their internal marketing infrastructure and launch their very first multi-channel national marketing campaign. And we’ve continued to grow that momentum ever since.
What We Did:
- National Digital Campaigns
- Brand Development
- Video Production
- HubSpot CRM Integration & Training
- Landing Pages
- Email Marketing
- Sales Calls
- Event Development
- Ongoing Marketing
Strategic Approach
Research & Discovery
We began with in-depth qualitative research, conducting interviews with TradePMR’s marketing, sales and executive teams—as well as RIAs, industry influencers, current clients and both prospective and former clients. This comprehensive discovery process helped us capture a clear “current state vs. ideal future” picture of TradePMR’s positioning from the perspective of its audiences.
Awareness-to-Action Campaign
Driving Engagement & Conversions in a Competitive Custodial Market
Our relationship with TradePMR began with an awareness campaign launched in 2020, which laid the groundwork for future brand development. The campaign evolved into a full website messaging and design engagement, creating a cohesive and consistent presence across platforms. Our work helped position TradePMR as a thought leader in financial services and establish credibility.
Digital Ads
We ran a multi-channel digital advertising campaign across Google Search, Facebook, LinkedIn, programmatic platforms, email and organic channels. The goal was to drive qualified leads through form fills. Each ad series was built around core messaging themes like embracing change, the TradePMR story and helping RIAs stay ahead by diversifying portfolios. We used performance data to gain insight into what creative and copy resonated most, then used it to improve future campaigns.
CRM Integration & Training HubSpot Masters
We overhauled TradePMR’s website and digital experience to better attract and track leads. Then we trained them on HubSpot, empowering them to manage campaigns, automate emails and nurture relationships with full transparency and control.
Sales Calls
Our marketing funnel was designed to drive real-world action. With a CRM in place, TradePMR’s sales team was able to follow up with prospects and make notes of their interactions. They also nurtured the client decision-making process, keeping them engaged through digital and print touchpoints and armed with the right messaging.
Results
Brand Development
Honing the Focus of TradePMR
TradePMR didn’t initially know what kind of marketing support they needed—just that their brand didn’t reflect the quality of their service. We helped them find clarity.
We began by sharpening their brand purpose and voice. A full brand architecture and messaging framework followed, including a brand guide that helped unify their presence across every channel. From there, we expanded their marketing touchpoints and made every interaction more meaningful.
Messaging That Matters
By emphasizing TradePMR’s roots as a company founded by former RIAs, we differentiated them from impersonal mega-firms. Our messaging positioned TradePMR as an expert partner who truly understands the advisor journey.
Video Production
Bringing a Story to Life
We scripted and produced a series of videos focused on telling the TradePMR story in a genuine way. RIAs could quickly understand how TradePMR stands apart from the competition when it comes to customer service, advanced technology and pricing flexibility.
Event Development
TradePMR Synergy ‘25 Conference
Creating an experience that matched SYNERGY’s reputation as a premier, large-scale financial advisor conference became a full creative overhaul. Take a deeper look here.
There’s Always More To Do. And More Is Our Specialty.
TradePMR’s branding and campaign runs were only the beginning. Today, we continue to work side by side with their team, supporting ongoing marketing, launching new initiatives and helping them stand out in a highly competitive space.
