---
title: Free B2B Marketing Case Study for FinTech & Financial Services | IFT
description: Download our B2B marketing case study and learn how we use HubSpot to drive high-quality leads for FinTech and Financial Services businesses.
image: https://www.evara.co/hubfs/Creating%20Effective%20B2B%20Marketing%20Strategies%20for%20Financial%20Services%20Companies.jpg
---

[![IFT LOGOsvg-ok](https://www.evara.co/hubfs/2022_ift_theme/IFT%20LOGOsvg-ok.svg)](https://www.evara.co/v1)

[ Resources ](https://www.evara.co/resources/)

# B2B Marketing Case Study for FinTech & Financial Services Companies

Download our B2B marketing case study and learn how we use HubSpot to drive high-quality leads for FinTech and Financial Services businesses.

![VELA CASE STUDY MOCKUP](https://www.evara.co/hs-fs/hubfs/VELA%20CASE%20STUDY%20MOCKUP.png?width=1012&height=845&name=VELA%20CASE%20STUDY%20MOCKUP.png)

![rotate-light-blue-xl](https://blog.inboundfintech.com/hubfs/2022_ift_theme/module_images/rotate-light-blue-xl.png)

![](https://www.evara.co/hubfs/2022_ift_theme/module_images/Service%20Module/bottom-white.svg)

### Learn how we create winning digital marketing strategies in this B2B Marketing Case Study for FinTech & Financial Services businesses!

Our comprehensive B2B Marketing Case Study demonstrates how we helped a leading trading software provider to drive high-quality leads through strategic marketing campaigns using HubSpot's powerful tools and features.

With our vast experience of the HubSpot, we aligned our client's sales and marketing processes, optimised their lead pipeline, and ensured they maximised their use of the platform.

Using the Inbound Methodology, we devised and executed effective B2B marketing strategies based on extensive research into the client's customer needs and challenges. This case study reveals how we implemented **SEO**, **sales enablement** and **hyper-targeted campaigns** to improve KPIs and grow their online presence.

[Fill the form to download](https://www.evara.co/resources/b2b-marketing-case-study-for-fintech-and-financial-services-companies#rform)

### This B2B Marketing Case Study covers how we:

- Generated high-quality leads through inbound strategies
- Maximised our client's use of HubSpot’s platform and tools
- Aligned their Sales and Marketing teams and implemented sales enablement techniques
- Delivered a multi-channel B2B marketing strategy using our data-driven approach
- Significantly improved their digital marketing KPIs

This B2B Marketing Case Study is for FinTech brands and Financial Services campaigns looking to modernise their marketing approach and drive new sources of leads, with the help of a powerful inbound marketing platform.

 

***Submit the form on this page and get access to this free B2B Marketing Case Study!***

### Our awards and recognition

We’ve won numerous awards for our strategies and campaigns for clients, from HubSpot Impact Awards for marketing, sales and web design, to agency awards in the Financial Services sector.

![fintechAwards2023-1](https://www.evara.co/hs-fs/hubfs/fintechAwards2023-1.png?width=139&height=139&name=fintechAwards2023-1.png)

![ai 2022 new](https://www.evara.co/hubfs/2022_ift_theme/module_images/about-us/headshots/ai%202022%20new.png)

![fintechAwards2022](https://www.evara.co/hubfs/Awards/fintechAwards2022.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Sales-4](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-HubSpot-Grow-Better-Sales-4.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Sales-5](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-HubSpot-Grow-Better-Sales-5.png)

![IFT-Awards-banner-FinTech-Award-2021](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-FinTech-Award-2021.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Marketing-2](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-HubSpot-Grow-Better-Marketing-2.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Sales-2020](https://www.evara.co/hubfs/IFT-Awards-banner-HubSpot-Grow-Better-Sales-2020.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Marketing-2020-transparent](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-HubSpot-Grow-Better-Marketing-2020-transparent.png)

![-ok-southernEntAwards2021](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/Updated/-ok-southernEntAwards2021.png)

![-ok-fintechAwards2020](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/Updated/-ok-fintechAwards2020.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Marketing](https://www.evara.co/hubfs/2022_ift_theme/module_images/awards_slider/IFT-Awards-banner-HubSpot-Grow-Better-Marketing.png)

![IFT-Awards-banner-HubSpot-Grow-Better-Sales-Enablement-2019](https://www.evara.co/hubfs/IFT-Awards-banner-HubSpot-Grow-Better-Sales-Enablement-2019.png)

##### OUR ASSETS

## Related resources

 We love to share insights and strategies to help businesses improve, grow and better reach and delight customers. View our latest articles and resources and look out for our agency updates. 

[See all resources](https://www.evara.co/resources/)

[![B2B Lead Generation Case Study | FinTech & Financial Services | IFT](https://www.evara.co/hubfs/Apply%20Financial%20-%20Financial%20Services%20Lead%20Generation%20Case%20Study.jpg) ](https://www.evara.co/resources/b2b-lead-generation-case-study-for-fintech-and-financial-services)

### B2B Lead Generation Case Study for ...

What you'll learn in this B2B Lead Generation Case Study: How we effectively identified, ...

[Learn more](https://www.evara.co/resources/b2b-lead-generation-case-study-for-fintech-and-financial-services)

[![B2B Pay-Per-Click (PPC) Case Study for FinTech and Financial Services](https://www.evara.co/hubfs/DEKO%20-%20Driving%20Quality%20Lead%20Generation%20through%20Strategic%20PPC%20Advertising%20Opportunities.jpg) ](https://www.evara.co/resources/b2b-pay-per-click-case-study-for-fintech-and-financial-services)

### B2B Pay-Per-Click Case Study for ...

What our Driving Quality Lead Generation through Strategic PPC Advertising Opportunities ...

[Learn more](https://www.evara.co/resources/b2b-pay-per-click-case-study-for-fintech-and-financial-services)

[![B2B Sales Enablement Case Study | Optimising the B2B Sales Process | Inbound FinTech](https://www.evara.co/hubfs/WALPOLE%20PARTNERSHIP%20-%20Using%20HubSpot%E2%80%99s%20Sales%20Enablement%20Tools%20to%20Modernise%20the%20B2B%20Sales%20Process-1.jpg) ](https://www.evara.co/resources/b2b-sales-enablement-case-study-tools-techniques-for-optimising-the-sales-process)

### B2B Sales Enablement Case Study: How to ...

What our B2B Sales Enablement Case Study covers: What B2B challenges and pain points we ...

[Learn more](https://www.evara.co/resources/b2b-sales-enablement-case-study-tools-techniques-for-optimising-the-sales-process)

[![How the right CRM set-up for Financial Services can turn more leads into revenue | Webinar](https://www.evara.co/hubfs/webinar%20cta%20-%20FEATURED%202.png) ](https://www.evara.co/resources/webinar-leads-to-revenue)

### [Webinar] How the right CRM set-up for ...

What you’ll learn in our CRM for Financial Services on-demand webinar: How a suitable CRM ...

[Learn more](https://www.evara.co/resources/webinar-leads-to-revenue)

[![Inbound FinTech logo](https://www.evara.co/hubfs/2022_ift_theme/IFT%20LOGO%20WHITEsvg-ok.svg "Inbound FinTech logo")](https://evara.co)

 Changing perceptions by nailing it

### Book a call with our team

[Go To Calendar](https://www.evara.co/book-a-meeting-old)

#### Inbound Fintech

[Home](https://www.evara.co/old-home-2) [About Us](https://www.evara.co/about-us) [Blog](https://www.evara.co/blog) [Careers](https://www.evara.co/careers-old)

#### Services

[Search Engine Optimisation](https://www.evara.co/services/search-engine-optimisation) [Sales Enablement](https://www.evara.co/services/sales-enablement) [UX, UI & CRO](https://www.inboundfintech.com/services/ux-ui-and-cro) [see all](https://www.evara.co/services)

#### Hubspot

[Hubspot Migrations](https://www.evara.co/migrations-old-v1) [Hubspot Integrations](https://www.evara.co/integrations-old) [Hubspot Services](https://www.evara.co/hubspot-services)

#### CONTACT

[Email us](mailto:sales@inboundfintech.com) [Book a Meeting](https://www.evara.co/book-a-meeting-old)

#### Follow us

<https://www.facebook.com/InboundFintech/> <https://www.instagram.com/inboundfintech/> <https://www.linkedin.com/company/inboundfintech/> <https://twitter.com/InboundFintech>

[ SEO for Accounting firms](https://www.evara.co/seo-for-accounting-firms-uk) [ SEO for Insurance firms](https://www.evara.co/seo-for-insurance-firms-us-companies) [ SEO for SaaS](https://www.evara.co/seo-for-saas-firms)

 2026 © Copyright Inbound Fintech

[Privacy Policy](https://www.evara.co/privacy-policy-old) [Cookie Policy](https://www.evara.co/cookie-policy-old)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Julie Nicoli",
    "url" : "https://www.evara.co/resources/author/iulia-nicoli"
  },
  "dateModified" : "2022-09-05T21:04:55.532Z",
  "datePublished" : "2022-05-06T09:28:45.000Z",
  "headline" : "Free B2B Marketing Case Study for FinTech & Financial Services | IFT",
  "image" : [ "https://www.evara.co/hubfs/Creating%20Effective%20B2B%20Marketing%20Strategies%20for%20Financial%20Services%20Companies.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.evara.co/resources/b2b-marketing-case-study-for-fintech-and-financial-services-companies",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.evara.co/hubfs/Evara%20logo.png"
    },
    "name" : "Evara"
  }
}
```