How We Helped a Swiss Crypto Investment Company Develop a Robust Lead Generation Strategy

In the heart of Zurich, a pioneering Swiss crypto investment company faced a major roadblock. Despite their state-of-the-art automated trading platform, designed to deliver consistent returns with advanced risk management, their lead generation strategy was falling short. Their groundbreaking platform had the potential to revolutionize the investment landscape, but the firm was facing a stark reality: zero new clients for an entire quarter and a dwindling cash reserve.

The Challenge: Targeting the Right Audience, Overcoming Crypto Skepticism

The firm’s leadership team, led by the CEO, had invested over CHF 2 million to develop the platform. They knew their ideal clientele—shareholders, CFOs, and directors of mid-sized, resilient German companies that had weathered the pandemic storm and focused on financial prudence. These companies, known for their margin sensitivity, were the perfect candidates for sophisticated crypto investments. However, the firm faced two major challenges: strict EU regulations and widespread skepticism about cryptocurrency in traditional financial circles.

Wingmen’s Strategic Intervention: Crafting a Tailored Solution

Recognizing the urgency, the firm turned to Wingmen, a growth-driven sales strategy firm with a decade-long track record of success in complex markets. At Wingmen, we quickly realized that conventional lead-generation tactics wouldn’t work. A new approach was needed—one that would break down regulatory barriers, address cryptocurrency skepticism, and position the firm as a trusted, credible investment partner.

We crafted a strategic solution that prioritized market research, influencer engagement, and multi-touch drip email campaigns. Our goal was to engage respected voices in finance to change the narrative around cryptocurrency investments.

Market Analysis & Strategy Development

Our journey began with an in-depth analysis of the crypto landscape in Europe. We discovered that traditional marketing methods would likely result in low trust and could even lead to legal issues. This insight led us to shift our approach towards influencer marketing, focusing on well-respected financial personalities with established credibility.

Execution: Influencer Partnerships and Data-Driven Campaigns

Our strategy was threefold:

1. In-Depth Market Research: We analyzed the firm’s target audience and segmented the market to identify the most relevant influencers in the financial space.

2. Engagement with Financial Influencers: We collaborated with influencers on YouTube and LinkedIn who had a trusted following in finance and investment. These influencers began to discuss the firm’s platform, subtly debunking common myths about crypto and highlighting the security, compliance, and risk management features that set this platform apart.

3. Structured Email Drip Campaigns: We implemented highly customized email campaigns to nurture influencer relationships, offering commission-based incentives tracked via UTM codes.

Results: From Dry Pipelines to Overflowing Appointments

After just three months, the results were impressive. The firm saw a complete transformation:

• 184 high-quality appointments were lined up.
• 31% of these leads progressed to detailed discussions.
• 12% converted into clients, marking a significant win for the firm.

Beyond the numbers, this strategic shift altered the firm’s market perception. By leveraging trustworthy voices in finance, we helped the firm overcome skepticism, navigate stringent regulations, and position itself as an innovative leader in crypto investments.

Building Long-Term Success: More Than Just Immediate Results

The transformation wasn’t just about filling the lead pipeline. The strategic collaboration with influencers led to a long-term shift in how the firm was viewed by potential clients. It was no longer just another crypto firm—it was seen as a reliable, forward-thinking investment partner. This boost in brand perception increased their market authority and solidified their credibility.

This strategic pivot also allowed the firm to anticipate market fluctuations better and navigate the evolving regulatory environment more confidently. They became more adept at risk mitigation, which further enhanced their appeal to cautious investors.

Key Takeaways: Insights for Future Growth

Working with this Swiss investment firm was a powerful learning experience. One key takeaway was the importance of patience and persistence. Financial influencers, initially hesitant to collaborate, required multiple touchpoints and reassurances. But once we gained their trust, the results spoke for themselves. Another key insight was the need for constant adaptability—our strategies evolved as we received real-time feedback and navigated shifting market dynamics.

Conclusion: A Blueprint for Growth and Success

The Swiss crypto investment firm’s success story is a testament to the power of strategic influencer marketing and innovative lead generation strategies. By aligning with trusted financial figures and crafting a data-driven marketing strategy, Wingmen helped the firm overcome significant challenges and unlock new growth opportunities.

For businesses facing similar challenges, Wingmen offers a proven roadmap. Our approach focuses on understanding market dynamics, leveraging influencer networks, and executing tailored marketing strategies. We are committed to helping firms in complex markets achieve sustained growth, build trust, and establish themselves as industry leaders.

Ready to transform your sales process and unlock new growth potential? Contact Wingmen today for a free assessment and take the first step toward a thriving, lead-generating future.

Final Thought: From Struggle to Success

The journey of this Swiss investment firm highlights the impact of strategic collaboration, innovation, and resilience. With the right guidance, even the most daunting challenges can be transformed into opportunities for remarkable success.