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

Steepe & Co. delivers high-yield private credit opportunities in the U.S.—built specifically for Canadian advisors. To support rapid growth and earn trust in a highly regulated industry, they needed a digital marketing agency experienced in financial services, branding, website development, and marketing automation.

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We are beyond thrilled with our newly redesigned website, thanks to the amazing team at Setsail Marketing! Jason Atakhanov and Georgie Hackett brought our vision to life with incredible creativity, attention to detail, and an unwavering...

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Theodora Jean

Founder at ColdWater Communications

How Our Digital Marketing Agency Drove Growth

Branding & Website Development for Trust and Lead Generation

  • Digital marketing agency project: Complete brand refresh positioned Steepe & Co. as the leading U.S. private credit provider for Canadian advisors.
  • Delivered a conversion-focused, SEO-optimized website development project designed to increase authority, trust, and lead generation for financial services.
  • Supported ongoing content marketing to drive organic visibility and position Steepe & Co. as an industry thought leader in private credit.
  • Marketing Automation That Drove 45% More Qualified Consultations

    • Deployed advanced marketing automation and email marketing campaigns, nurturing Canadian financial advisors and high-net-worth prospects.
    • Setsail’s digital marketing agency expertise boosted engagement with top-tier prospects by 180% and generated 45% more qualified consultations.
    • Automated workflows reduced administrative overhead by 60%, freeing up the Steepe & Co. team to focus on growth.

    Automated Digital Client Onboarding for 150% More Leads

  • Implemented a secure, fully compliant digital onboarding system using DocuSign—streamlining client acquisition for financial services.
  • This website development and automation initiative cut paperwork time by 75% and increased new client acquisition by 150%.
  • Every step was optimized for both conversion and strict regulatory compliance.
  • 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.

    FULL SERVICE DIGITAL MARKETING AGENCY

    Your Digital Marketing Agency for Real Results

    As Vancouver’s leading digital marketing agency, Setsail Marketing delivers measurable growth through performance marketing, social media management, PPC campaigns, website development, and content marketing. Whether you need a results-driven SEO company, a creative video production team, or an expert brand design partner – we've refined our expertise with over $30M+ in campaigns and trusted by 200+ clients.

    ✓ Fixed timelines.

    ✓ Fixed deliverables.

    ✓ Fixed price.

    Book a free audit call In-Person or over a Zoom Call

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    Proven process tested on 200+ successful companies

    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:

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

    Results

    Our strategic interventions in web development and branding significantly boosted Steepe & Co's market position, reinforcing our role as a top Vancouver marketing agency committed to delivering sophisticated and compliant digital solutions.