Industry: Finance
CLIENT CASE STUDY
FinancePath
We met Mark and began a journey to reinvent the way finance was done at FinancePath with the focus clearly on the end customer experience.
Brand Communication
Marketing Plan
Ongoing marketing outsourcing
Customer Journey Mapping
About FinancePath
We worked with Mark Attard and Chris Collard from FinancePath over a number of years providing their marketing. Initially we set up the following:
- Brand Identity and key copy
- Integrated Marketing plan
- Website and social media presence
- Customer Journey Mapping
We also training Jacqui their internal marketing support to be able to do key marketing activities like:
- Do email campaigns
- Social Media updates
- Marketing reporting
- Drip marketing campaigns
- Management of lead generation activities.
Quote
We engaged Dan at the end of last year and in our first meeting Dan was able to get a sense of what we were really trying to achieve, the gaps in what we were currently doing and provide valuable insights from a customers perspective. Since that first meeting Dan's work ethic and her commitment to achieve what we set out to do at the start has been outstanding.
Mark Attard
General Manager
