Branding and Digital Marketing for Steepe & Co.: Increasing Advisor Engagement & Inbound Leads

Branding, Website & Content Marketing – a Partnership Approach

Branding & Website Development‍

We began with a complete brand refresh—establishing a credible, modern identity. Setsail’s website development team built a clean, conversion-focused site that showcases Steepe & Co.’s expertise and trustworthiness. The site was optimized for SEO and user experience, helping financial advisors find answers fast.

Content Marketing & Thought Leadership‍

Our team crafted authoritative content marketing campaigns tailored to Canadian investment advisors. By publishing educational articles, whitepapers, and FAQs, we positioned Steepe & Co. as a trusted voice on U.S. private credit and cross-border investing.

Email Marketing & Lead Nurturing‍

Using advanced marketing automation, we developed email campaigns that delivered insights, updates, and compliance information directly to the inboxes of high-value prospects—boosting engagement and keeping Steepe & Co. top-of-mind.

Ongoing Digital Marketing Support‍

We continuously supported Steepe & Co. with marketing strategy updates, on-page SEO, new content, and branded assets. This performance marketing mindset ensured every marketing dollar was tied to qualified lead generation.

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Digital Marketing Implementation: Transforming Operations and Trust

At Setsail Marketing, our process for Steepe & Co. was about more than just design—it was a complete digital transformation tailored for compliance, credibility, and measurable ROI.

End-to-End Secure Platform Build

We developed a secure, scalable web platform that enables seamless client onboarding and document sharing—vital for any financial services firm. By integrating DocuSign and advanced web development best practices, we reduced onboarding time by 75% and delivered an intuitive, user-friendly experience for both advisors and clients.

Automation and Process Optimization

Our marketing automation system didn’t just boost lead nurturing—it reinvented how Steepe & Co. managed high-value relationships. Automated reporting, integrated communications, and streamlined processing led to an 85% decrease in client response times and doubled document handling efficiency. Sophisticated email and workflow automation ensured every lead was followed up on, while reducing administrative work by 60%.

Conversion and Compliance by Design

Every touchpoint—website, email, content—was optimized for lead conversion while ensuring full financial regulatory compliance. The result? Lead-to-client conversion rates jumped by 65%, all while maintaining industry-leading security standards.

A New Benchmark for Financial Marketing

Our holistic digital marketing approach established Steepe & Co. as a modern leader in private credit for Canadian advisors. Through expert branding, SEO, website development, and automation, we not only delivered results, we raised the standard for what digital marketing can do in regulated financial services.

Results at a Glance:

• 75% faster onboarding with secure automation
• 200% increase in processing efficiency
• 65% improvement in lead-to-client conversion
• 85% faster client communications
• Recognition as a trusted private credit partner in Canada

Ready for more? Our digital marketing agency specializes in delivering these results for financial and professional services firms across North America.