FinanceBrandingContent StrategyAutomation

Client — Meridian Wealth

Financial Advisory Firm — Digital Authority Rebrand

Repositioned a boutique wealth advisory firm as a premium digital brand. New identity, SEO-optimised content hub, AI-assisted consultation booking, and automated client reporting.

Key Results

Organic enquiries up 210%

Average client value up 35%

Time spent on reporting cut 80%

Domain authority doubled in 5 months

Our Approach

We started with a detailed discovery phase to understand the client's existing systems, data flows, and pain points. From there, we designed a solution architecture that balanced speed-to-market with long-term scalability — then delivered iteratively, validating results at each milestone before moving to the next.

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