Case StudiesNovaCrest Wealth
Finance & FintechCompleted 2024

Repositioning a Next-Gen Wealth Management Platform to Secure $1.2B in AUM

Brand StrategyWeb Design & DevelopmentPerformance MarketingContent Strategy
$1.2B
New AUM Secured
+290%
HNW Investor Inquiries
-52%
Cost Per Qualified Lead
4.8%
Conversion Rate
Repositioning a Next-Gen Wealth Management Platform to Secure $1.2B in AUM
The Commercial Bottleneck

The Challenge

NovaCrest struggled with brand trust when expanding from retail wealth tools to high-net-worth institutional portfolio management, leading to high bounce rates from affluent prospects.

The Engineered Solution

Our Intervention & Architecture

We crafted a bespoke editorial visual identity, engineered an ultra-secure client portal preview experience, and ran targeted financial search and digital PR campaigns.

Visual Execution Gallery
NovaCrest Wealth creative showcase 1
NovaCrest Wealth creative showcase 2
"The brand transformation gave us the authority to pitch sovereign wealth funds and ultra-high-net-worth family offices with immediate credibility."

Julian Sterling

Managing Director, NovaCrest Wealth

Get Started

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Marketing Perform?

Let's identify what's limiting your growth, audit your current ad accounts, and build a system designed to scale profitably.

Chat on WhatsApp

Direct conversation with our Performance Lead on WhatsApp (+880 1318-231252)