Streamlining Financial Services Sales Operations

40%

Reduction in Manual Entry

150%

Sales Cycle Optimization

47.9%

LinkedIn Visibility Gain

776.6%

LinkedIn impressions increase

Content & SEO

Technical

Strategy

the challenge

Manual workflows slowing conversions

FCS Capital Market is a financial services company providing investment insights and opportunities to a growing base of high-intent leads. Their business model relies heavily on precise qualification, timely communication, and well-structured sales processes that support decision-making in a regulated and competitive market. The team previously operated in Pipeline, but the system lacked the flexibility and structure needed to support FCS Capital Market’s unique sales model and strategic goals.

Client

FCS Capital

Industry

Finance

Project kick-off

September 2025

Services

Achieving Precision and Scale in a Regulated Market

client Goals

Achieve Consistent Data & Qualification: Implement clearly defined, mandatory fields within the sales system to ensure consistent data input and accurate, objective lead qualification.

Automate Lead Capture & Engagement: Establish automated lead generation and capture methods to increase lead volume, reduce manual data entry, and improve immediate engagement.

Enhance Reporting & Forecasting: Develop robust, unified reporting and standardized funnel tracking to enable management to accurately monitor performance and optimize forecasting.

the solution

A Comprehensive Digital & CRM Framework for Financial Services

To achieve FCS Capital Market's goals, we implemented a dual-focused strategy that integrated digital marketing initiatives for growth with robust CRM and RevOps implementation for operational efficiency and data quality.

RevOps

Established the RevOps framework, setting up automated workflows to streamline follow-ups and lead movement across the sales pipeline.

CRM Implementation

Completed the full migration from the legacy Pipeline system to the HubSpot platform, centralizing all sales and marketing data.

HubSpot

Created a customized sales process tailored to the business model, defining clear stages for lead evaluation and conversion.

Web Copywriting

Wrote high-converting content for all website pages and oversaw content development for a completely new, regulation-compliant website.

LinkedIn Campaigns

Launched targeted LinkedIn campaigns to increase visibility and follower generation, boosting the account to attract high-intent leads.

Content Marketing

Created and promoted strategic content for both paid ads and organic posts across LinkedIn to drive engagement and market authority.

their success

Achieving Consistent Execution

The implementation resulted in immediate improvements across the sales funnel and the digital footprint. The sales team gained a structured methodology, while key marketing channels showed significant performance gains.

Structured Process: Consistent execution achieved through a fully aligned sales process.

LinkedIn Visibility : 47.9% increase in followers/page visibility over 90 days from new campaigns.

Content Reach: 776.6% increase in Impressions over 3 months from promoted content.

Better Reporting: Enhanced forecasting and data clarity via unified data and standardized lifecycle stages.