How we help a Nasdaq-listed brokerage grow from 0 to 1?
Douce | Success Story
NASDAQ-Listed Brokerage
Goal: Help this Nasdaq-listed brokerage brand grow from 0 to 1 through full-service and full-funnel marketing efforts.
Industry
Fintech
Service Type
Full Service
Brand Background
A NASDAQ-listed online brokerage, operating in a highly competitive global trading industry, sought to strengthen brand presence, accelerate user growth, and drive measurable business conversion. The client aimed to build a full-funnel growth engine covering brand awareness, user acquisition, account opening, AUM growth, and retention. As the end-to-end project lead, we developed and executed a comprehensive growth framework across content marketing, paid media, influencer programs, SEO/SEM, CRM automation, lifecycle marketing, event operations, and product-led growth collaboration.
How We Help?
Full-Funnel Content & Paid Media Operations
(Reddit / TikTok / Meta / Twitter / LinkedIn) • Planned and executed a cross-platform content matrix including educational, branding, and activation content. • Optimized ad creatives, landing pages, and campaign pacing with standardized content SOPs. • Conducted continuous A/B testing (creative, copy, CTA, landing page) to increase CTR and CVR while lowering CPA.
Influencer Marketing (KOL/KOC)
• Built the full influencer strategy, including selection, briefing, scripting, review, and publishing. • Leveraged multi-platform creators to drive authentic reach and brand lift. • Integrated key marketing moments to boost trust and targeted exposure.
Marketing Operations & System Management
• Oversaw channel operations, compliance review, and anomaly troubleshooting. • Managed reward distribution and reconciliation processes to ensure system accuracy and efficiency. • Built scalable, repeatable marketing workflows and automation mechanisms.
Brand Content Development (PR / Blog / Social)
• Wrote press releases, industry deep-dives, blog articles, and social media copy. • Strengthened industry positioning and supported SEO keyword growth.
CRM Automation & Lifecycle Marketing
• Segmented users into scenarios such as registered-not-activated, activated-not-opened, opened-not-funded, etc. • Designed automated email journeys from registration to funding, improving open and click-through rates. • Delivered stage-based communication that significantly improved conversion efficiency.
Product-Led Growth Collaboration
• Worked with product and engineering to optimize user flows and feature UX. • Identified drop-off points using behavioral data and proposed targeted growth solutions. • Delivered competitive analysis to inform product and marketing strategy.
SEO / SEM Growth Strategy
• Improved site structure and long-tail keyword coverage to increase organic traffic. • Optimized SEM campaigns, bidding strategies, and quality score to improve ROI.
Online & Offline Event Operations
• Planned and executed webinars and offline investor education events. • Managed content production, speaker coordination, event operations, and post-event analysis. • Enhanced brand trust and improved registration and conversion rates.
Outcome
Year 1 — A/B Testing Drove Significant Registration Growth
• Ran 100+ creative, copy, CTA, and landing page iterations. • Achieved strong growth in registrations. • Reduced acquisition costs consistently.
Year 2 — CRM Automation Increased Account Opening
• Built high-coverage lifecycle email flows including reminders, activation nudges, and incentives. • Drove significant improvements in email open & click-through rates. • Delivered substantial gains in account-opening conversion.
Year 3 — Outstanding AUM Growth
• Monthly AUM per user grew from 5 AUM/month to 26 AUM/month — a 5× increase. • Used segmentation, targeted incentives, and lifecycle operations to deepen funding levels. • Improved retention of high-value users.
