StratiFi is a technology platform empowering registered investment advisors with customized option overlay solutions.

Objective: Build marketing program for soft relaunch


SetWave role: CMO, digital marketing, content strategy and writing

Target market: RIAs

Deliverables: Developed positioning and brand messaging, go-to-market marketing strategy and execution plan. Refined websites and sales collateral. Developed content strategy, wrote blogs and thought leadership, and managed social media. Created lead generation campaign with content, digital and print advertising.

Impact: Solid positioning in a competitive marketplace. Lead generation campaign generated industry video appearance and prospect meetings.

Thought Leadership