Your outsourced CMO for Fintech & WealthTech
Flexible, specialized strategic marketing leadership to accelerate your growth without recruiting internally.
Senior marketing management.
A clear strategy.
Controlled implementation from A to Z.
Flexibility: you adjust the intensity according to your phase.
Our role
We drive your marketing strategy like a senior marketing manager, but with the flexibility of outsourced support. We set the direction, oversee execution and align every action with your growth objectives.
Define direction:
Clarify your positioning.
Identify your targets (B2B, B2C, investors) and their expectations.
Set measurable objectives and KPIs.
Executing the plan
Supervise campaignsSEO, LinkedIn, Ads, PR, content).
Align each action within a coherent marketing system.
Use a test-and-learn approach to refine quickly.
Optimizing and building internal marketing capacity
Create dashboards and reports for the board and investors.
Implement SOPs and processes for continuity.
Train your internal marketing teams.
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Short-term (3-6 months)
First qualified leads.
Increased visibility.
Clear insights into what works.
Long-term (6 months +)
Strong, credible positioning.
Constant lead generation.
A reproducible growth engine.
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Marketing strategy and roadmap.
Personas and segmentation.
Messaging aligned.
Templates and campaign plans.
Control dashboards.
Conversion optimization.
Stand out
FAQs
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In general, the first signals arrive within 4 to 6 weeks (commitment, first qualified leads). Between 3 and 6 months, you have a structured pipeline and reliable indicators with which to make decisions. Our test-and-learn approach enables you to adjust quickly and focus your efforts on what really works.
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We recommend an initial commitment of 3 months to build the strategy and launch the first actions. This will enable you to assess the impact of the project before considering a longer-term collaboration. The duration can then be adjusted according to your objectives (pre-raising funds, product launch, international expansion).
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An outsourced CMO gives you immediate access to strategic expertise, a proven methodology and a network of specialized experts. You retain the flexibility to tailor support to your priorities and budget, with no fixed charges.
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We work as an extension of your management team. Exchanges take place directly with the founders or the board, with regular reporting (weekly and monthly). We set up dashboards to ensure total transparency of results, and train your internal teams to ensure continuity.
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We build a coherent marketing ecosystem: SEO, LinkedIn, editorial content, digital advertising, press relations, podcasts, partnerships and events. The aim is for each lever to reinforce the others to create a reproducible engine of growth.
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We set up clear performance indicators right from the start: acquisition (qualified leads, cost per lead), activation (conversion rate), retention (engagement, reuse) and revenue. All these KPIs are tracked in customized dashboards accessible in real time by your teams and your board. Every month, we organize a review meeting to analyze the data, identify what's working, correct what's holding back growth, and define priorities for the following month. This gives you total and continuous visibility of the return on investment of your marketing actions.
You're looking to attract more customers. Rise Digital is your specialized marketing partner.
We know your industry, your regulatory constraints and your customers' expectations.
We build data-driven strategies. Tested and optimized, they transform your visibility into qualified appointments.
Above all, we measure everything. Every action has a clear objective: to reduce your acquisition costs and maximize your ROI.

