Innovative Trading & Rebalancing

CASE STUDY

AdvisorPeak, Inc.

IndustryFinancial Industry
Target MarketB2B, Financial Advisors
ScopeWebsite, Awareness Campaigns, Video Marketing

About The Company

AdvisorPeak offers trading and portfolio rebalancing software for financial advisors to manage their client portfolios. They have a notably innovative approach strengthened by an expert team of former financial advisors and wealth management mavens.

EMAIL, WEBSITE, FLYER

Our Work

De Lu designed and created AdvisorPeak’s website, however the primary focus of our collaboration was to create awareness. This included developing multi-channel video and email advertisements targeted towards financial advisors. After just 1.5 years of our help, they were aquired by Addepar.

COVER PAGE DESIGN


YEAR-END REPORT

Took marketing-influenced revenue from 0% to 37%

The entire De Lu team is amazing. I engaged with them as our marketing creative team. The quality of work is second to none. They partnered with FreshFinance (financial industry-specific content marketing) and together were responsible for taking marketing-influenced revenue from 0% to 37% in 12 months. As interim CMO I cannot express enough how wonderful they are to work with the level of professionalism is as good as it gets.

PETE GIZA
Trading/Rebalancing SME at Addepar | Former CMO at AdvisorPeak

Video Marketing

Consisted of thought leadership campaigns and brand awareness commercials.

THOUGHT LEADERSHIP VIDEO


BRAND AWARENESS COMMERCIAL

 

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