Who is BrightPlan?
BrightPlan is a US-based ‘Robo-Financial-Advisor’ application that plugs into a user’s financial data to produce accurate savings and investment recommendations through AI.
What was the ask?
We were originally approached to develop a go-to-market strategy, which comprised an acquisition platform build, product positioning, channel strategy, and nurturing campaigns. Since the completion of that portion of the partnership, we have gone on to become strategic, creative and production partners in all of their marketing efforts on both sides of their B2B and B2C business.