Altitude Case Study

Transforming a Hedge Accounting Consultancy into a Technology-Led Solution Ended With a Global Acquisition

THE CHALLENGE

The San Jose-based Hedge Trackers grew into a leading consultancy for corporate hedge accounting programs, mainly through a robust referral business and the reputation of their president, Helen Kane.

To scale, though, the company knew it couldn’t rely solely on the esteem of a single person. Which is why they began searching for marketing experts who could build an inbound lead engine from scratch–instead of solely relying on referrals–and reposition the company from a professional services firm to a technology solution.

THE SOLUTION

Altitude took a three-pronged approach.

1) We branded and executed the product launch strategy for Capella, ushering a beta version of the in-house risk management software into the industry’s default FX hedge platform.

2) We strategically positioned company leaders as authoritative industry influencers, ensuring they earned key speaking engagements, industry awards, and content placement in publications like CFO Magazine and the Wall Street Journal.

3) We multiplied the company’s organic and paid digital presence with a corpus of high-value and authoritative content and conversion-focused digital advertising campaigns.

The 24-month fully integrated marketing engagement resulted in a 2022 acquisition by the global financial technology and risk management platform GTreasury.

Annual Inbound MQLs

0 +

GROWTH IN SAAS INSTALLS

0 x

Website Traffic Growth

0 %

Discovery Life Sciences

Daelight

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