Case Study


INDUSTRIES: B2C + Technology
MARKET: Canada

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

The Numbers You Care About


Decrease in CPA



Our Role and Process

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, could move in the same direction.

We also helped with managing Google Analytics and making sure all members of their marketing team had access to the data they needed to make an informed decision. We also trained their junior marketing coordinator when it made sense. We created and streamlined the process for managing their landing pages internally. We also launched, managed and ran all a/b tests within the company for landing pages and paid media.

Finally, we worked 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.

Platforms Used

“Duane is our go-to person when we need help with marketing and analytics. He really helped us stay focused on our strategy.”

Gwynne Fane
VP Marketing, WealthBar

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