Our Three Step Process
Automate to Elevate: How Marketing Automation Transformed a Fintech Brand
Discover how Lumina Studio transformed an Italian fintech startup, achieving 45% social growth, 40% content automation, and a 20% boost in trial sign-ups.
Results
45%
followers increase on social channels
20%
increase in trial sign-ups
Summary
For an Italian fintech startup building accounting software for freelancers, marketing efforts had hit a wall. With just one marketing professional managing everything from branding to paid ads, critical areas like email marketing, social media, and content strategy were left untouched.
Manual processes dominated, limiting growth and preventing consistent customer engagement.
With Lumina Studio’s support, the company underwent a 6-month transformation that automated core marketing operations, built a solid strategic foundation, and unlocked new growth channels.
Through Make.com integrations, EasyGen AI content generation, and a complete marketing automation system, the team achieved 40% content production automation, launched a YouTube channel from scratch, and freed 10 hours per week for higher-value strategic work.
The result: a scalable, data-driven marketing engine that grew social audiences by 45%, improved email engagement rates to industry-leading levels, and boosted trial sign-ups by 20%.
ROI Snapshot
45% growth in Instagram & Facebook followers
1,500 new YouTube subscribers from AI-generated content
35% average email open rate and 12% CTR on first campaigns
20% increase in trial sign-ups during seasonal promotions
10 hours/week freed for strategic marketing execution
About the Client
This Italian fintech startup specializes in accounting software designed specifically for freelancers. The company operated with minimal marketing resources: just one marketing professional juggling branding, website maintenance, and paid advertising campaigns.
Email marketing and social media which are both extremely relevant in the accounting software field were completely neglected. The company lacked real positioning and strategy. No AI or automation solutions were actively being used, meaning all marketing processes were handled manually through basic tools like Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, and Canva.
Their goals were clear: reduce reporting time by 50%, gain real-time visibility into customer acquisition costs and campaign performance, and free up the 6 hours per week wasted on manual reporting. They needed their junior team members focused on campaign planning rather than data compilation.
The Challenge: Manual Processes Holding Back Growth
The company's marketing operations were drowning in manual work. Their single marketing lead was stretched thin across branding, website management, and paid campaigns, while email marketing remained virtually non-existent.
Social media channels sat stagnant despite their importance in the freelancer accounting space. With no content marketing automation or social media automation systems in place, creating and publishing content consumed massive amounts of time.
The absence of any strategy for marketing meant scattered efforts without clear direction. Market research, competitor analysis, and buyer personas were missing completely. Every process from content creation to reporting required manual intervention, creating bottlenecks that prevented scaling.
Most critically, they lacked the foundation for growth: no email marketing strategy, no consistent social presence, and no marketing workflow automation to support their lone marketing professional.
The Solution
We designed a comprehensive 6-month transformation focusing on automation integration, strategic foundation-building, and team efficiency improvements.
Market Research and Strategic Foundation
Our strategy for marketing began with thorough market research and competitor analysis across three market leaders. We developed detailed buyer personas through quantitative and qualitative research, establishing the strategic foundation the company had been missing.
This research informed messaging across all channels and guided our content creation automation approach. Weekly strategy meetings with the entire team ensured alignment and knowledge transfer throughout the implementation.
Multi-Channel Social Media Strategy
We built organic growth strategies for four channels: Instagram, Facebook, YouTube, and WhatsApp. Each platform received custom templates, content matrices, and detailed content calendars.
Our social media automation system connected Google Sheets-based content calendars with Google Slides templates using Make.com. This automation generated 40% of their social content automatically, turning their content marketing automation vision into reality.
We also helped hire and onboard a dedicated social media manager using our comprehensive briefing templates and processes.
Email Marketing Strategy Implementation
Email marketing strategy was built from scratch, covering both internal communications and external campaigns. We developed specific campaigns for Black Friday and Christmas, plus led an innovative advent calendar initiative.
The campaigns achieved immediate success with 35% average open rates and 12% click-through rates, well above industry standards for fintech companies.
AI Content Generation Integration
Using EasyGen, we helped create branded avatars and AI-generated videos that launched their YouTube channel. This AI content generation approach allowed them to produce consistent video content without requiring extensive video production resources.
The integration of Make.com, EasyGen, and their existing tools (Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, Canva) created a seamless automated workflow that the team could manage independently.
Results and ROI
The transformation delivered measurable improvements across all key areas within six months.
Metric | Before | After | Change
|
|---|---|---|---|
Instagram/Facebook Followers | Baseline | +45% growth | 45% increase |
YouTube Subscribers | 0 | 1,500 | New channel |
Content Production Automation | 0% | 40% | 40% automated |
Weekly Marketing Hours | 40+ hours | 30 hours | 10 hours saved |
Email Open Rates | N/A | 35% | Industry-leading |
Trial Sign-ups (Seasonal) | Baseline | +20% | 20% increase |
• Social Growth: 45% follower increase on Instagram and Facebook, plus launched YouTube channel to 1,500 subscribers using AI-generated content
• Process Efficiency: Freed 10 hours weekly for the marketing lead by automating routine content creation and reporting tasks
• Email Performance: First campaigns achieved 35% open rates and 12% CTR, with seasonal campaigns driving 20% more trial sign-ups
• Team Scaling: Smooth onboarding of new social media manager using our templates and briefing system
• Strategic Clarity: Complete market research, competitor analysis, and buyer personas now guide all messaging decisions
• Brand Consistency: Established unified voice across Instagram, Facebook, YouTube, and WhatsApp channels
Client Testimonial
"Lumina turned our divided efforts into a scalable, automated strategy. We finally feel in control of our marketing."
What This Means for Similar Teams
Lean fintech teams don't need massive budgets to compete effectively. The right combination of marketing workflow automation, strategic foundation-building, and AI content generation can deliver enterprise-level results.
The key is starting with strategy first, then building automation systems that support human creativity rather than replacing it. When social media automation handles routine tasks, marketing professionals can focus on campaign planning, relationship building, and strategic thinking.
This approach works particularly well for B2B software companies where educational content and consistent communication drive customer acquisition and retention.
Ready to Transform Your Marketing Operations?
Book a free discovery call to explore how we can build a custom marketing automation system that scales with your growing fintech company.
Summary
For an Italian fintech startup building accounting software for freelancers, marketing efforts had hit a wall. With just one marketing professional managing everything from branding to paid ads, critical areas like email marketing, social media, and content strategy were left untouched.
Manual processes dominated, limiting growth and preventing consistent customer engagement.
With Lumina Studio’s support, the company underwent a 6-month transformation that automated core marketing operations, built a solid strategic foundation, and unlocked new growth channels.
Through Make.com integrations, EasyGen AI content generation, and a complete marketing automation system, the team achieved 40% content production automation, launched a YouTube channel from scratch, and freed 10 hours per week for higher-value strategic work.
The result: a scalable, data-driven marketing engine that grew social audiences by 45%, improved email engagement rates to industry-leading levels, and boosted trial sign-ups by 20%.
ROI Snapshot
45% growth in Instagram & Facebook followers
1,500 new YouTube subscribers from AI-generated content
35% average email open rate and 12% CTR on first campaigns
20% increase in trial sign-ups during seasonal promotions
10 hours/week freed for strategic marketing execution
About the Client
This Italian fintech startup specializes in accounting software designed specifically for freelancers. The company operated with minimal marketing resources: just one marketing professional juggling branding, website maintenance, and paid advertising campaigns.
Email marketing and social media which are both extremely relevant in the accounting software field were completely neglected. The company lacked real positioning and strategy. No AI or automation solutions were actively being used, meaning all marketing processes were handled manually through basic tools like Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, and Canva.
Their goals were clear: reduce reporting time by 50%, gain real-time visibility into customer acquisition costs and campaign performance, and free up the 6 hours per week wasted on manual reporting. They needed their junior team members focused on campaign planning rather than data compilation.
The Challenge: Manual Processes Holding Back Growth
The company's marketing operations were drowning in manual work. Their single marketing lead was stretched thin across branding, website management, and paid campaigns, while email marketing remained virtually non-existent.
Social media channels sat stagnant despite their importance in the freelancer accounting space. With no content marketing automation or social media automation systems in place, creating and publishing content consumed massive amounts of time.
The absence of any strategy for marketing meant scattered efforts without clear direction. Market research, competitor analysis, and buyer personas were missing completely. Every process from content creation to reporting required manual intervention, creating bottlenecks that prevented scaling.
Most critically, they lacked the foundation for growth: no email marketing strategy, no consistent social presence, and no marketing workflow automation to support their lone marketing professional.
The Solution
We designed a comprehensive 6-month transformation focusing on automation integration, strategic foundation-building, and team efficiency improvements.
Market Research and Strategic Foundation
Our strategy for marketing began with thorough market research and competitor analysis across three market leaders. We developed detailed buyer personas through quantitative and qualitative research, establishing the strategic foundation the company had been missing.
This research informed messaging across all channels and guided our content creation automation approach. Weekly strategy meetings with the entire team ensured alignment and knowledge transfer throughout the implementation.
Multi-Channel Social Media Strategy
We built organic growth strategies for four channels: Instagram, Facebook, YouTube, and WhatsApp. Each platform received custom templates, content matrices, and detailed content calendars.
Our social media automation system connected Google Sheets-based content calendars with Google Slides templates using Make.com. This automation generated 40% of their social content automatically, turning their content marketing automation vision into reality.
We also helped hire and onboard a dedicated social media manager using our comprehensive briefing templates and processes.
Email Marketing Strategy Implementation
Email marketing strategy was built from scratch, covering both internal communications and external campaigns. We developed specific campaigns for Black Friday and Christmas, plus led an innovative advent calendar initiative.
The campaigns achieved immediate success with 35% average open rates and 12% click-through rates, well above industry standards for fintech companies.
AI Content Generation Integration
Using EasyGen, we helped create branded avatars and AI-generated videos that launched their YouTube channel. This AI content generation approach allowed them to produce consistent video content without requiring extensive video production resources.
The integration of Make.com, EasyGen, and their existing tools (Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, Canva) created a seamless automated workflow that the team could manage independently.
Results and ROI
The transformation delivered measurable improvements across all key areas within six months.
Metric | Before | After | Change
|
|---|---|---|---|
Instagram/Facebook Followers | Baseline | +45% growth | 45% increase |
YouTube Subscribers | 0 | 1,500 | New channel |
Content Production Automation | 0% | 40% | 40% automated |
Weekly Marketing Hours | 40+ hours | 30 hours | 10 hours saved |
Email Open Rates | N/A | 35% | Industry-leading |
Trial Sign-ups (Seasonal) | Baseline | +20% | 20% increase |
• Social Growth: 45% follower increase on Instagram and Facebook, plus launched YouTube channel to 1,500 subscribers using AI-generated content
• Process Efficiency: Freed 10 hours weekly for the marketing lead by automating routine content creation and reporting tasks
• Email Performance: First campaigns achieved 35% open rates and 12% CTR, with seasonal campaigns driving 20% more trial sign-ups
• Team Scaling: Smooth onboarding of new social media manager using our templates and briefing system
• Strategic Clarity: Complete market research, competitor analysis, and buyer personas now guide all messaging decisions
• Brand Consistency: Established unified voice across Instagram, Facebook, YouTube, and WhatsApp channels
Client Testimonial
"Lumina turned our divided efforts into a scalable, automated strategy. We finally feel in control of our marketing."
What This Means for Similar Teams
Lean fintech teams don't need massive budgets to compete effectively. The right combination of marketing workflow automation, strategic foundation-building, and AI content generation can deliver enterprise-level results.
The key is starting with strategy first, then building automation systems that support human creativity rather than replacing it. When social media automation handles routine tasks, marketing professionals can focus on campaign planning, relationship building, and strategic thinking.
This approach works particularly well for B2B software companies where educational content and consistent communication drive customer acquisition and retention.
Ready to Transform Your Marketing Operations?
Book a free discovery call to explore how we can build a custom marketing automation system that scales with your growing fintech company.
Summary
For an Italian fintech startup building accounting software for freelancers, marketing efforts had hit a wall. With just one marketing professional managing everything from branding to paid ads, critical areas like email marketing, social media, and content strategy were left untouched.
Manual processes dominated, limiting growth and preventing consistent customer engagement.
With Lumina Studio’s support, the company underwent a 6-month transformation that automated core marketing operations, built a solid strategic foundation, and unlocked new growth channels.
Through Make.com integrations, EasyGen AI content generation, and a complete marketing automation system, the team achieved 40% content production automation, launched a YouTube channel from scratch, and freed 10 hours per week for higher-value strategic work.
The result: a scalable, data-driven marketing engine that grew social audiences by 45%, improved email engagement rates to industry-leading levels, and boosted trial sign-ups by 20%.
ROI Snapshot
45% growth in Instagram & Facebook followers
1,500 new YouTube subscribers from AI-generated content
35% average email open rate and 12% CTR on first campaigns
20% increase in trial sign-ups during seasonal promotions
10 hours/week freed for strategic marketing execution
About the Client
This Italian fintech startup specializes in accounting software designed specifically for freelancers. The company operated with minimal marketing resources: just one marketing professional juggling branding, website maintenance, and paid advertising campaigns.
Email marketing and social media which are both extremely relevant in the accounting software field were completely neglected. The company lacked real positioning and strategy. No AI or automation solutions were actively being used, meaning all marketing processes were handled manually through basic tools like Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, and Canva.
Their goals were clear: reduce reporting time by 50%, gain real-time visibility into customer acquisition costs and campaign performance, and free up the 6 hours per week wasted on manual reporting. They needed their junior team members focused on campaign planning rather than data compilation.
The Challenge: Manual Processes Holding Back Growth
The company's marketing operations were drowning in manual work. Their single marketing lead was stretched thin across branding, website management, and paid campaigns, while email marketing remained virtually non-existent.
Social media channels sat stagnant despite their importance in the freelancer accounting space. With no content marketing automation or social media automation systems in place, creating and publishing content consumed massive amounts of time.
The absence of any strategy for marketing meant scattered efforts without clear direction. Market research, competitor analysis, and buyer personas were missing completely. Every process from content creation to reporting required manual intervention, creating bottlenecks that prevented scaling.
Most critically, they lacked the foundation for growth: no email marketing strategy, no consistent social presence, and no marketing workflow automation to support their lone marketing professional.
The Solution
We designed a comprehensive 6-month transformation focusing on automation integration, strategic foundation-building, and team efficiency improvements.
Market Research and Strategic Foundation
Our strategy for marketing began with thorough market research and competitor analysis across three market leaders. We developed detailed buyer personas through quantitative and qualitative research, establishing the strategic foundation the company had been missing.
This research informed messaging across all channels and guided our content creation automation approach. Weekly strategy meetings with the entire team ensured alignment and knowledge transfer throughout the implementation.
Multi-Channel Social Media Strategy
We built organic growth strategies for four channels: Instagram, Facebook, YouTube, and WhatsApp. Each platform received custom templates, content matrices, and detailed content calendars.
Our social media automation system connected Google Sheets-based content calendars with Google Slides templates using Make.com. This automation generated 40% of their social content automatically, turning their content marketing automation vision into reality.
We also helped hire and onboard a dedicated social media manager using our comprehensive briefing templates and processes.
Email Marketing Strategy Implementation
Email marketing strategy was built from scratch, covering both internal communications and external campaigns. We developed specific campaigns for Black Friday and Christmas, plus led an innovative advent calendar initiative.
The campaigns achieved immediate success with 35% average open rates and 12% click-through rates, well above industry standards for fintech companies.
AI Content Generation Integration
Using EasyGen, we helped create branded avatars and AI-generated videos that launched their YouTube channel. This AI content generation approach allowed them to produce consistent video content without requiring extensive video production resources.
The integration of Make.com, EasyGen, and their existing tools (Instagram, Facebook, WhatsApp, ActiveCampaign, WordPress, Canva) created a seamless automated workflow that the team could manage independently.
Results and ROI
The transformation delivered measurable improvements across all key areas within six months.
Metric | Before | After | Change
|
|---|---|---|---|
Instagram/Facebook Followers | Baseline | +45% growth | 45% increase |
YouTube Subscribers | 0 | 1,500 | New channel |
Content Production Automation | 0% | 40% | 40% automated |
Weekly Marketing Hours | 40+ hours | 30 hours | 10 hours saved |
Email Open Rates | N/A | 35% | Industry-leading |
Trial Sign-ups (Seasonal) | Baseline | +20% | 20% increase |
• Social Growth: 45% follower increase on Instagram and Facebook, plus launched YouTube channel to 1,500 subscribers using AI-generated content
• Process Efficiency: Freed 10 hours weekly for the marketing lead by automating routine content creation and reporting tasks
• Email Performance: First campaigns achieved 35% open rates and 12% CTR, with seasonal campaigns driving 20% more trial sign-ups
• Team Scaling: Smooth onboarding of new social media manager using our templates and briefing system
• Strategic Clarity: Complete market research, competitor analysis, and buyer personas now guide all messaging decisions
• Brand Consistency: Established unified voice across Instagram, Facebook, YouTube, and WhatsApp channels
Client Testimonial
"Lumina turned our divided efforts into a scalable, automated strategy. We finally feel in control of our marketing."
What This Means for Similar Teams
Lean fintech teams don't need massive budgets to compete effectively. The right combination of marketing workflow automation, strategic foundation-building, and AI content generation can deliver enterprise-level results.
The key is starting with strategy first, then building automation systems that support human creativity rather than replacing it. When social media automation handles routine tasks, marketing professionals can focus on campaign planning, relationship building, and strategic thinking.
This approach works particularly well for B2B software companies where educational content and consistent communication drive customer acquisition and retention.
Ready to Transform Your Marketing Operations?
Book a free discovery call to explore how we can build a custom marketing automation system that scales with your growing fintech company.
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Other Case Studies
Check our other project case studies with detailed explanations
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Other Case Studies
Check our other project case studies with detailed explanations
