About WealthBar

WealthBar is a financial services (FinTech) brand based in Vancouver, Canada. They launched in September 2012 to help service Canadians looking to invest in themselves, but not by themselves.



Our Process & Role

We did an audit of the AdWords account that a past agency was managing and used that to create a plan for 2017 and 2018. We launched our plan over multiple phases in 2017 to cover AdWords, Bing, Facebook and other marketing channels. We taught and shared our processes for a/b testing with WealthBar, so everyone, on both sides, can move in the same direction. We also help with managing Google Analytics and making sure all members of their marketing team have access to the data they need to make an informed decision.

We also train their junior marketing coordinator when it makes sense. We created and streamlined the process for managing their landing pages internally. We also launched, managed and currently run all a/b tests within the company for landing pages and paid media. Finally, we work closely with their VP, marketing to figure out the customer journey and how best to be present when customers are moving from the research to the planning and purchase phase of their journey.

Want to work with us? Just say hello…