Transformed FinTech Firm’s Approach to Lead Generation


Heading into its 10th anniversary as an innovator of financial compliance software platforms, BasisCode’s YOY growth trajectory had plateaued despite its stellar product reputation and a 99% client retention rate. 


Bongo created a comprehensive digital marketing strategy leveraging BasisCode’s leadership position and stellar reputation with phased tactical implementation to ramp up online brand awareness, bring new users to the website, stimulate lead gen, platform demo registrations and client acquisition.


In just over a year, BasisCode has experienced a 30% increase in sales and 50% increase in product demos, all attributed to its digital marketing efforts.

BasisCode’s success did not go unnoticed – in late 2021 the company was acquired by wealthtech powerhouse, Orion.