Orion

Scaling Content to Support a Complex, Multi-Product Business

The Situation

Orion offers a wide range of technology solutions supporting financial advisory firms and banks across wealth management, compliance, and client communications.

As their product offerings expanded, so did the complexity of their marketing needs. They were managing multiple audiences, services, and communication streams, all within a highly matrixed organization.

They needed a more structured, scalable approach to content that could support both new customer acquisition and growth within existing accounts.

Approach

Bongo partnered with Orion to bring structure, consistency, and execution to a complex content environment.

We focused on building a scalable system that aligned teams and supported the full funnel:

• Cross-functional content strategy
  Developed and aligned content strategies across multiple business units to ensure consistency and eliminate silos.
• High-volume content execution
  Produced a wide range of content across formats, audiences, and channels to support ongoing marketing and sales needs.
• Multi-audience messaging support
  Created content tailored to different segments, use cases, and stages of the customer journey.
• Process and planning improvements
  Introduced more structured planning and coordination to improve efficiency and reduce internal friction.

The goal was not just more content, but a system that could support Orion’s scale and complexity without breaking down.

Impact

Orion moved from fragmented content efforts to a more coordinated, scalable approach that supported both marketing and sales.

Content became more consistent, more aligned across teams, and more directly tied to business outcomes.

Proof

• 250+ pieces of original content created
• 6 comprehensive content strategies developed across business areas
• Reduced burden on internal teams by taking on high-volume, ongoing execution
• Improved consistency and alignment across product, marketing, and leadership teams
• Delivered content that supported both new customer acquisition and increased lifetime value of existing clients

Takeaway

When content needs grow across products, teams, and audiences, complexity can quickly slow things down.

By bringing structure, alignment, and consistent execution, Orion was able to turn content into a scalable engine that supports both growth and retention.