Our Results
Your Edge

Case studies and real examples of ROI in financial content.

Investographer Podcast Case Study - Detailed View

Challenge

Podcast creator had valuable finance conversations but lacked a systematic content strategy to build a credible presence.

Solution

Implemented IAAS with a podcast-first strategy, systematic educational clips, content pillars (investment fundamentals, market analysis, portfolio strategy), and multi-platform distribution.

Results

  • 150M+ views across platforms
  • 400K YouTube subscribers
  • 140K+ Instagram followers, 50M+ views
  • Institutional partnerships & thought leader status
SignalStack™ ContentOps™
Industry: Independent Investment Education Timeline: 18 months Summary: Podcast format became #1 audience growth driver.
Financial Consultancy Case Study - Detailed View

Challenge

B2C financial consultancy with limited content reach and visibility.

Solution

Personal branding + conversation/interview style reels, pro distribution on Instagram and YouTube, practical insights and professional credibility.

Results

  • 6.7M views
  • 11K new subscribers
  • Inbound lead growth & affiliate/digital product sales
ContentOps™ Relatrix™
Industry: Financial Consulting Services Timeline: 12 months Summary: Content drove measurable business pipeline and leadership.
Trading Content Analytics Dashboard - Detailed View
Statistic image generated by Finimatic team for illustration purposes due to restricted access to official Creator Studio analytics.

Challenge

The client had high-quality, long-form content but struggled to curate and convert it into engaging short-form videos for social platforms. Identifying the most valuable moments, editing for high retention, and integrating clear product calls-to-action (CTAs) was a major challenge.

Solution

  • Developed an automated short-form content strategy using raw long-form videos as source material
  • Curated, clipped, and produced engaging shorts by focusing on high-retention segments and integrating on-screen trading indicators and creator presence
  • Personalized edits for each platform, integrating CTAs for digital products directly within the videos
  • Created a dedicated SaaS product explainer video for a trading indicator tool, leading to successful product conversions
  • Curated and edited podcast video clips into highly engaging shorts for YouTube and Instagram, boosting overall retention and engagement
  • Also delivered long-form content edits (70,000+ views) with improved engagement metrics (likes, comments)

Results

  • ~500,000 total views across platforms (Shorts & Reels)
  • Significant boost in digital product sales and on-platform engagement
  • Notable increase in likes, comments, and channel visibility
  • Improved presence in key markets for the trading brand
ContentOps™ Personalized Editing SaaS Product Video Podcast Clips
Industry: Trading Education, SaaS/Digital Product Timeline: 30 days (initial campaign window) Summary: Automated short-form content strategy drove massive engagement and product sales.
Trading Expert Case Study - Detailed View

Challenge

Proven trading strategies but no systematic business or monetization engine.

Solution

Multi-platform educational content, digital product integration, personalized edits, strong funnel to offers.

Results

  • 50K Instagram followers
  • 1.17M YouTube views
  • Successful digital product launches, multiple revenue streams
ContentOps™ LeadLogic™ ToolFoundry™
Industry: Trading Education & Digital Products Timeline: 14 months Summary: Built a scalable, systematic education business.

What Defines Us

You know the business We know the chemistry

Our expertise lies in understanding the unique intersection of financial knowledge and content strategy. While you bring deep industry expertise, we bring the systematic approach to amplify your authority and generate results.

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