Business Objectives
Thought leadership
Become a top-3 FinTech authority in 18 months
Growth & efficiency
Huge organic traffic lift and 20x content scale with small team
Problem Statement
Overview
FinanceFlow had strong products and early enterprise customers but lacked brand visibility, editorial scale and timely market commentary — limiting inbound leads and investor interest.
Key constraints
- Small content team (2 people), low output
- Technical topics hard to communicate to business audiences
- Limited budget vs. established competitors
Our Approach — 4 step sequence
1
2
3
4
Tech Stack
Primary platforms and how they were used
Custom GPT (GPT-4/5)
Auto-drafts, templates & domain fine-tuning
Market Feeds
Bloomberg, Reuters, RBI, SEBI feeds for trend detection
Visual Studio
Automated infographic + chart generation (Canva API)
Distribution Automation
Hootsuite/Buffer + custom LinkedIn bots & PR automation
Analytics
GA4 + dashboards for funnel & cohort analysis
Social Listening
Brandwatch + custom sentiment models
Impact & Implementation
Pilot flows (6–12 weeks) showed immediate lift: timely insights + distribution converted visibility into citations and inbound leads. Successful pilots were scaled across channels and the content cadence was increased 25x with controlled editorial QA.
Phase 1 (0–6w): Feed integration & AI templates
Phase 2 (6–12w): Pilot publications & PR outreach
Phase 3 (3–12mo): Scale, optimize and partner
Key Results
250%
Increase in new appointment bookings
120K
New signups
3M+
Impressions
7x
ROAS
Social Impact
Recommendations
- Keep AI-first editorial engine + stronger human QA for brand tone.
- Build gated research to reduce CAC and capture qualified leads.
- Form strategic media and regulatory partnerships to sustain authority.