The Challenge
FinWise, a boutique wealth management firm, had no content presence in a highly competitive market. Their expertise wasn't visible online, and they relied entirely on referrals. Younger HNI prospects weren't finding them when researching financial advisors.
Our Solution
Developed a thought leadership content strategy positioning founders as industry experts. Created weekly market commentary blog, monthly investment guides, and quarterly economic outlook reports. Launched YouTube channel with educational videos and podcast interviewing industry leaders. Built gated content library for lead generation with personalized nurture sequences.
Results & Impact
Blog traffic: 0 to 85,000 monthly visitors
YouTube subscribers: 45,000 in 12 months
Marketing qualified leads: 200+ monthly
Content-attributed AUM growth: ₹180 Cr
Media mentions and guest columns: 35+
Content transformed us from a hidden gem to a recognized voice in wealth management. Prospects now come to us having already consumed our content and trusting our expertise. The sales cycle has shortened dramatically.
Rahul Venkatesh
Partner, FinWise Advisors
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