Case Study: Hubwise

Hubwise is a comprehensive wrap platform for financial advisers. They offer white label services, a wider choice of investments and automation for key processes. The platform was developed and established by a group of highly experienced financial services professionals, who collectively could see a gap in the platform market. They relaunched in 2017 with a remit to disrupt the marketplace and take on the platform big boys!


leads in 9 months


avg leads a month


increase in web traffic


increase in page views


avg unique open rate


avg unique click through rate

What we did

We developed Hubwise’s brand to reflect a modern, innovative wrap platform, aligned to their product offering. But that’s not enough! A relevant brand enables growth, but doesn’t create it in and of itself.

Following on from a rebrand we created an inbound marketing strategy for Hubwise. At it’s core, this strategy saw Hubwise offer their audience content that they could not get anywhere else. They had to come to Hubwise! The content positioned Hubwise in the market as leaders; adding ‘expert knowledge’ to their proposition.

Relevant potential clients were attracted to this content using social advertising, organic search & PR.

Once someone had downloaded the content, we created automated marketing programmes, which helped the campaign to convert interested readers into active leads, which Hubwise could book meetings with and eventually, bring on board as clients. The whole campaign was underpinned by Hubspot, an inbound marketing technology which helps to deliver and automate much of the above.

We think that the stats speak for themselves. At one point, Hubwise paused our campaign because they had too many leads to deal with! Isn’t that a problem we’d all like to have!


A new website created a visual home on the web that reflected Hubwise's innovative software and approach

Jon PitthamMD, ClientsFirst