The Challenge..

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.

Figuring out how to grow the brand in a new market with limited audience awareness is our biggest challenge. We are also competing with banks & investment firms who have more resources (people & money) to market their competing services and products.



Our Role

We help WealthBar with their marketing across AdWords, Bing, Facebook and other smaller paid channels. 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.

Our Process

We did an audit of the AdWords account that a past agency was managing and used that to create a plan for 2017. 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 attended a weekly team meeting and other important marketing meetings that help bring together WealthBar and Take Some Risk. Attending them allowed us to share knowledge and make sure we are moving as one unified team.

Want to work with us? Just say hello…