PM Insights

From launch to growth, ongoing partnership to support brand, creative and digital marketing efforts

Brand Strategy
Creative & Design
Digital Marketing Strategies
Paid Media Strategy & Management
Websites, Web Applications & Apps

Brand Transformation & Growth Strategies

PM Insights is on a mission to equip institutional investors and private market participants with robust, timely and objective market-driven datasets and analytical tools to power their private market analyses.

PM Insights engaged SmallGiants in the early stages to create a brand and visual identity that reflects their fresh approach to the world of private markets investment data. Today, we remain a close partner to PM Insights, supporting their growth with a new website and ongoing support across SEO, Hubspot and martech development to provide users with the best possible experience, along with the UI design and development of a financial application with full integrations of the company data.

Outcomes

Highlights in numbers
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CTR 15x

above the industry benchmark for display ads, and a 600% uplift from prior campaigns

3 Months

to halve the cost of CPC through automatisation.

3x lower CPC

Of search ads, compared the industry benchmarks

CTR 4x higher

than prior campaigns. Optimised over a period of 9 months.

73%

the advantage our best-performing campaigns achieved over the industry benchmark.

CTR 15x

Above the industry benchmark and a 600% uplift from prior campaigns

Lowest cost

per conversion and converted, opportunity, per channel.

Our approach

360º Comprehensive Audit

The team conducted a thorough review to identify challenges and prioritize improvement areas, which informed the recommendations to transform the current state.

Analyse

Situation analysis, including paid media accounts and Google Tag Manager mapping.

Design

Develop new approaches to consolidate into campaign planning and workflows.

Implement

Activate strategic solutions to optimize efficiency. Includes new account architecture, consolidated briefing and planning practices with a view to enhance efficiency and shorten SLAs.

Test & Refine

Launch campaigns within the new digital marketing ecosystem, regularly monitor and adapt.

Our approach

Strategic Overhaul of Operational  Protocols

This unique challenge emerged from Florence's intricate customer platform implementation. SmallGiants skillfully interrogated the system to create a roadmap for seamlessly connecting internal teams, data, and customers on a unified platform, allowing Florence to focus on scaling their business.

Discovery & Assessment

Understand existing systems, data flows, integrations and overall technology landscape.

Requirements Analysis

Identify the specific needs, challenges and desired outcomes aligned to the operational landscape.

Technical 
Evaluation

Assess the effectiveness of existing processes, data quality, API integration and other technical components.

Recommendation Development

Formulate strategic recommendations for a detailed roadmap towards  simplified and enhanced CRM processes.

Our approach

One size does not fit all

SmallGiants' seasoned CRM specialists successfully implemented  CPQ software and introduced a 'Recurring Revenue Tracker'  enhancing capabilities for renewals, upsells, and amendments.

Discovery Phase

Audit current systems’ setup to inform project scope

Architecture & optimisation

Design architecture and  repository solution

Implementation & testing

Agile implementation  through 
iterative development stages

Dashboards & reporting

Design dashboard and reporting capability for key marketing metrics

Test, go live & aftercare

Post-implementation client engagement

Our approach

Replatforming with marketing purposes in mind

SmallGiants' seasoned CRM specialists successfully implemented CPQ software and introduced a 'Recurring Revenue Tracker'  enhancing capabilities for renewals, upsells, and amendments.

Analyse

Architecture, content and marketing needs analysis to identify the best information architecture and tools.

Design

Information architecture for consolidated content, sitemap and Hubspot processes to support marketing objectives.

Implement

Build new website, migrate content and connect Hubspot integration.

Test & launch

In-depth testing of website functions and integrations to ensure a successful launch.
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Website design and build

Webite was built to fully showcase the unique data and analyses PM Insights supplies to its customers, helping to make private equity pricing more transparent. Website traffic grew by 68% following the relaunch as a combined result of new elevated branding, SEO optimisation and more, insightful content on the pages.

Application development

Design, development and data integration for a financial application showcasing the firm’s data.

Supporting Creative & Design Assets

Full suite of branded marketing assets including social media templates, digital ads and newsletters.

Paid Media

Growth is paramount for all early-stage startups: our digital marketing support focuses on SEO improvements, the stimulation of social media growth and highly targeted lead generation.

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LinkedIn logoBing Logo

4x

higher click-through-rate than the industry benchmark.

20x

more economical cost-per-click than the industry benchmark.

Hubspot CRM Strategy & Structure

Marketing automation has the potential to minimise time spent on repetitive tasks while providing ongoing touchpoints with existing contacts.

SmallGiants’ consultants collaborated with the team to restructure their database and approach, facilitating the seamless tracking of leads throughout the customer journey.

01.

Research

Research prior ad campaign performance, market trends, audience mapping and competition.

02.

Develop

Develop ad campaign messaging and creatives.

03.

Iterate

Crafting and testing the right audiences, segmenting specific approaches, messaging and campaigns based on the market and personas.

04.

Explore

Exploring novel-to-brand ad formats, including document ads and message ads.

Paid Media Management

Our paid ad experts collaborate with Delinian brands to constantly optimise advertising efficiency and explore new avenues of growth matching the pace of shifting business objectives. Monthly reporting, analises and strategy realignment enables constant advances.

Creatve & Branding

Creative advertising concepts developed for the Insider Group brands to elevate the value proposition and present the contemporary look and feel of the recent rebrand 
and modernisation.

Consistency is key for any brand: our designers transformed the social media presence of all 5 brands to reflect continuity and attract followers with visually dependability.

See how far we've come

Before

After

View related portfolio projects

Realm
Beazley Security
Berlin Media Relations
Versorium
BFI
Elliptic
Florence
Elsevier
Symbolsend
Sanichek
Hub
Vidrio
Verity
Right Pedal
Skyground
Macrobond
Euromoney (now Delinean)
Rimes
Vixio
Pearlstone
General System
Wilshire
Accelex

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We are aware that sadly scammers are impersonating our brand to mislead individuals. Please be aware: Smallgiants.agency is the ONLY legitimate URL associated with our agency. Any other domains are not connected or affiliated with our firm, and should not be engaged with under any circumstances.

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If you have been contacted by someone claiming to represent SmallGiants through any of these channels, please disregard the communication and consider reporting it to the relevant authorities.