Ledgerly · Finance
Building trust and funded accounts for a small-business fintech.
A credibility-first brand refresh and expert content lifted qualified applications 2.9x and cut cost per funded account by 31%.
- Client
- Ledgerly
- Industry
- Finance
- Duration
- 9 months
- Location
- New York, NY
Ledgerly
Finance · 20252.9x
qualified applications
- qualified applications
- 2.9x
- lower cost per funded account
- 31%
- compliance turnaround
- 48h
01 · The challenge
Where they started.
Ledgerly offered better rates than banks, but small-business owners didn't trust an unfamiliar name with their money.
Objectives
- 01Increase funded accounts
- 02Improve trust signals across the funnel
- 03Lower acquisition cost
02 · Strategy
The plan.
Earn trust before asking for an application: credible brand, expert guidance and visible proof at every step.
Credibility-first brand
Refined identity with regulatory and security proof built in.
Expert content
Cash-flow guides reviewed by certified accountants.
Compliant performance
Pre-approved ad frameworks for fast iteration.
03 · Execution
How it unfolded.
Month 1–3
Brand refresh
Identity, messaging and trust architecture.
Month 2–6
Content
Twenty expert guides and two calculators.
Month 4–9
Performance
Search and LinkedIn campaigns with compliance-ready creative.
04 · The work
Inside the campaign.
A look at the assets, pages and systems behind the results.
Ledgerly
Brand system
qualified applications
2.9x
lower cost per funded account
31%
compliance turnaround
48h
05 · Before & after
What changed.
| Metric | Before | After |
|---|---|---|
| Qualified applications / month | 210 | 609 |
| Cost per funded account | $286 | $197 |
06 · Business impact
The result.
Ledgerly is now acquiring customers below its target CAC and has expanded into two new states.
Qualified applications / month
Monthly · engagement period
| M1 | 210 |
|---|---|
| M2 | 228 |
| M3 | 260 |
| M4 | 301 |
| M5 | 352 |
| M6 | 410 |
| M7 | 470 |
| M8 | 541 |
| M9 | 609 |
In fintech, trust is the product. GTapex understood that and built it into every touchpoint.
Arjun Mehta
CMO, Ledgerly
07 · Key learnings
What we'd tell anyone in their position.
Trust is a feature
Security proof near the CTA lifted conversion 19%.
Want results like Ledgerly?
Let's map out the strategy that gets you there. It starts with a free 30-minute call with a senior strategist.