Transformed FinTech Firm’s Approach to Lead Generation

Planning & Execution

Client: BasisCode

(now Orion Compliance)

Digital marketing strategy and tactical execution achieved significant results


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.


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.


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.


Bongo Consulting’s digital marketing strategy and tactical plan helped BasisCode achieve significant results.

In just six months, the company experienced impressive growth:

  • 50% increase in website traffic
  • 50% increase in product demos
  • 25% increase in leads generated through the website
  • 30% increase in sales

The content marketing efforts helped BasisCode establish themselves as a thought leader, resulting in several speaking opportunities at industry events

BasisCode also saw an improvement in their online reputation, with a 4.5-star rating on G2 and Trustpilot


Bongo Consulting’s digital marketing strategy helped BasisCode overcome their awareness and lead generation challenges. By focusing on website redesign, content marketing, social media, and reputation management, Bongo Consulting was able to help BasisCode achieve significant results in a short amount of time, contributing to BasisCode being acquired shortly after by wealthtech powerhouse, Orion.


increase in leads generated through the website

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increase in product demos

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increase in sales

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