FINTECH · LIFECYCLE & DEMAND GEN

Lifecycle & Demand Gen for FinTech

We help FinTech teams turn demand into repeat revenue. Compliant nurture across research → application → funding, and CRO on the application flow itself.

Warehouse
native measurement
Consent
mode architecture
0 rows
of PII leave your stack

The difference is where the data lives.

THE APPROACH

Why lifecycle & demand gen for FinTech is a different job

Compliant nurture across research → application → funding, and CRO on the application flow itself.

The measurement layer runs inside your environment. Platforms get consented, hashed conversions and model scores — never the underlying records. We audit the signal you are actually collecting, harmonize it into a warehouse-native single customer view, engineer the server-side and identity layer on top, then activate it: hashed conversions to Meta and Google via CAPI, and model scores as audiences.

The cheapest revenue you will ever earn is the second order from a customer acquisition already paid for. Most brands spend everything at the top of the funnel and let it leak at every handoff after the click.

WHAT'S INCLUDED

The build.

01

Email & SMS Lifecycle

Klaviyo and HubSpot flows built on behavior, each owning a revenue number. Welcome, abandonment, post-purchase, winback, and VIP flows segmented by precise user actions. Email, SMS, push, and in-app deployed only where each earns its place, driving second and third orders without new ad spend.

02

Lead Funnels & ABM

Offers, nurture, and named-account plays that move prospects to closed-won. The full path: lead magnet, capture, scoring, routing, and nurture that keeps warm leads warm until sales is ready. For named accounts, tiered ABM plays run across ads, email, LinkedIn, and direct outreach.

03

CRO & Growth Engineering

Research-driven testing and in-house development on pages that carry revenue. Quantitative drop-off data and qualitative user behavior build a hypothesis backlog ranked by impact. Our developers ship high-converting landing pages, playbooks, lead magnets, and interactive tools in days.

04

Funnel Analytics & Sales Enablement

Full-funnel visibility from first touch to closed revenue, shared by both teams. ESP, funnel, ad platforms, and CRM connected so every lead carries its source, path, and value. Sales gets the context, scoring, and handoff rules to act on what marketing sends.

PROOF
$56MPIPELINE
Smiota
demand, engineered
PIPELINE TRIPLED · +30% CVR
15xROAS
Cirque du Soleil — Dralion
a full house, every night
88,000 TICKETS SOLD · 22 EVENTS
4xROAS
Gold Collagen
beauty that converts
+50% DISTRIBUTION DEALS

We lead with architecture here rather than a logo. Our named public cases sit in adjacent high-consideration B2B — the transferable part is the measurement layer, and our Segment Select, Google and Meta partner status is the signal of data maturity that matters in this vertical.

TRUSTED BY 80+ COMPANIES
ArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du SoleilArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du Soleil
CMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV SummitCMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV Summit
HOW WE WORK

A plan, from day one.

01
Audit the Funnel

We trace every handoff from ad to page to lead to repeat order and isolate where the journey leaks. You get the structural weaknesses, ranked.

02
Model the Journey

ICP, buying stages, and segments mapped, with targets set from your unit economics. You approve the blueprint before we build a single flow.

03
Build and Launch

Core lifecycle flows go live, funnel pages ship, and the ABM list gets tiered. Deliverability and CRM routing fixed as part of the build.

04
Scale and Compound

Proven flows expand to new segments, winning pages become templates, and repeat-revenue programs compound without fresh ad spend.

WHAT YOU GET

Deliverables that ship.

FAQ

Questions, answered.

Yes. Our published work includes Smiota at $56M PIPELINE. We run lifecycle & demand generation inside a full-stack engagement built for FinTech & Wealth Management, so it is wired to the same measurement layer, CRM and first-party data the rest of your growth runs on — which is what makes the numbers defensible.

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