Transformed FinTech Firm’s Approach to Lead Generation

Planning & Execution

Background

BasisCode (now Orion Compliance) provides software-based compliance management solutions to financial services firms. BasisCode’s YOY growth trajectory had plateaued despite its stellar product reputation and 99% client retention rate.

Challenge

BasisCode had limited visibility in the market, despite being in business for over a decade. They also had internal resource and budget constraints and also lacked a robust digital marketing strategy, relying mainly on word-of-mouth referrals for new business.

Bongo Consulting had to overcome these challenges to help BasisCode achieve its goals.

Solution

Bongo started by developing a comprehensive digital marketing plan to both increase brand awareness and generate leads.

Through a detailed audit of BasisCode’s digital presence, Bongo uncovered several areas for improvement:

1. Website redesign: Bongo worked with BasisCode to redesign their website, making it more user-friendly and mobile-responsive. The website was also optimized for search engines, incorporating relevant keywords and meta tags.
2. Content marketing: Bongo developed a content marketing plan that included blog articles, case studies, and whitepapers. The content was designed to provide value to potential customers and establish BasisCode as a thought leader in the compliance management space.
3. Social media: Bongo created a social media strategy that included regular posting and engagement on LinkedIn and Twitter. They also ran targeted social media ads to reach a wider audience.