Scaling Marketing for 3 Fintech Clients
How 82i generated $8.7M combined pipeline across three fintech clients through vertical-specific marketing playbooks and systematic demand generation.
The Challenge
82i isn't a typical agency. They're a growth services firm that partners with entrepreneurs who've found product-market fit and are ready to scale. They provide strategic financial services, transactional support, and growth advisory-everything a founder needs to scale without hiring a full executive team.
But there was a gap: marketing execution.
82i's clients needed demand generation, brand positioning, and revenue operations. But 82i didn't have an in-house marketing team. They needed a partner who could execute marketing for multiple fintech clients simultaneously while maintaining quality and consistency.
The challenge was to build repeatable marketing playbooks that worked across all three clients without treating them like cookie-cutter projects.
Three Fintech Clients, Three Custom Strategies
Each client had different needs, different ICPs, and different stages of market maturity. But they all needed the same thing: systematic demand generation that drove pipeline.
Trua.me
Identity Verification for Financial Services
Targeted regional banks, credit unions, and fintechs with compliance challenges
Content focused on fraud prevention and KYC compliance
Cold outbound to compliance officers and risk managers
Endera
Banking-as-a-Service Platform
Focused on fintech startups with $2M+ funding needing banking rails
Positioned as "developer-first BaaS platform"
Partnerships with fintech accelerators and VCs
APSM.net
Payments & Merchant Services
Targeted e-commerce, subscription companies, and high-risk merchants
Built transparent pricing calculator to differentiate
Cold outbound to CFOs and finance directors
The Shared Framework
ICP Refinement
Every engagement started with defining the ideal customer profile
Content Marketing
Educational content that built trust and authority
Cold Outbound
Targeted outreach using Clay and Instantly
CRM & Pipeline Management
HubSpot implementation for all three clients
Thought Leadership
Speaking engagements, guest articles, and podcast appearances
Case Studies & Social Proof
Real customer stories to build credibility
The Results
Generated across three fintech clients through systematic demand generation.
From cold outbound and content marketing across all three clients.
Marketing frameworks that 82i can use for future fintech clients.
RevOasis became our marketing execution arm for fintech clients. They built vertical-specific playbooks that drove real pipeline-not just leads, but qualified opportunities. The $8.7M in combined pipeline speaks for itself.
The Key Insight
Fintech marketing requires vertical expertise, not generic B2B tactics. Fintech buyers are technical, risk-averse, and compliance-focused. They need proof, not promises. The three 82i clients succeeded because we built vertical-specific marketing strategies that spoke to their unique challenges: compliance, fraud, developer experience, pricing transparency, and trust.
Ready for Systematic Demand Generation?
Let's build vertical-specific marketing playbooks that drive qualified pipeline for your fintech clients.