Swiss-Polish financial technology (FinTech) company that provides an integrated wealth management platform. Its cloud-based solution automates data consolidation from various banks, simplifying portfolio management, reporting, and client communication. Founded in 2014, the company targets wealth managers and family offices of all sizes, supporting them in their digital transformation and business scalability.
When the company approached us, their wealth management platform, despite its significant technological potential, faced fundamental issues that limited its growth in the online channel. We identified three main areas that required immediate attention:
Our strategy was based on a comprehensive approach, combining high-quality content creation with fundamental SEO optimization. The goal was to build the website’s topical authority and improve its technical foundations to maximize organic visibility.
The implemented strategy yielded measurable and outstanding results, confirming the effectiveness of our actions. We observed improvements across all key areas, from search engine visibility to genuine user engagement.
This project stands out primarily due to the scale of the transformation achieved and the strategic approach to building visibility from the ground up in the demanding FinTech niche.