Case study
How we helped DataFlow unlock enterprise trust and accelerated growth
DataFlow partnered with us to strengthen positioning, clarify value, and earn credibility with enterprise financial institutions.
About
DataFlow is a fintech platform helping businesses safeguard large cash balances through compliant, distributed banking infrastructure.
Industry
Fintech
Company Size
45–60 employees
Results
$65M increase in managed assets
Headquarters
New York, USA
As DataFlow scaled into regulated financial markets, clarity and trust became essential to unlocking enterprise partnerships.
They needed a strategic foundation that communicated compliance, stability, and long-term value while supporting rapid business growth.
“The work brought immediate clarity to our story and helped enterprise buyers trust our platform faster.”
Sarah Mitchell, Head of Growth
Challenge
Aligning complex financial infrastructure with a clear, confident narrative.
DataFlow's offering was powerful but difficult to explain to non-technical stakeholders. Their messaging leaned heavily on features instead of outcomes, limiting executive buy-in. Sales cycles were long, and trust signals were not clearly articulated across touchpoints.
Outcome
A clearer position that accelerated confidence, conversations, and conversion.
We reframed the value proposition around risk reduction, scale, and compliance outcomes. Messaging was aligned across leadership, sales, and investor communications. As a result, enterprise conversations shortened and asset growth accelerated significantly.
