Regulated Data SaaS Platform

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Revitalised failing marketing department.

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Client
RegTech Expert

Year
2024-25

“Phil is a word wizard, a real team player, & always open to feedback. He would be an asset to any organisation.”

Mike Gale, Former COO, RegTech Firm

Overview

A leading platform in regulated data capture, assurance, and access approached me to lead its marketing across brand, campaign, and strategy.

I inherited a tangle, not a team. No positioning. No documentation. No clarity. Marketing output had no plan or structure, urgency without direction. In short: ad hoc strategies had failed to build long-term results over a number of years.

Challenge

The service was strong. The market real and rapidly growing. But the marketing function wasn’t working.

No roadmap. No personas. No offer documentation. No performance engine. The task wasn’t evolution – it was rescue.

The work had to align internal teams, earn external trust, and deliver results fast.

Approach

I rebuilt the department from the ground up:

  • Defined the product and offer

  • Developed market segmentation and customer personas

  • Built the messaging architecture

  • Documented competitive positioning

  • Launched and embedded HubSpot as the operational core

  • Led global ABM and demand generation campaigns

  • Delivered C-suite reporting with commercial insight

  • Hired and mentored a team aligned to critical revenue outcomes

Structure replaced drift. Delivery followed.

Creative Direction

This wasn’t about flair. It was about function under pressure.

Every message had to hold in a regulated market. Every channel had to align. We built consistency into the brand and clarity into the execution.

Results

  • Marketing- & Sales-qualified opportunities worth £1,000,000s in TCV

  • Strategic and Innovation Partner of the Year award

  • Full-funnel agency partnership secured and managed

  • HubSpot fully embedded and adopted

  • Department restructure delivered in under six months

The system holds. The work performs. The results scale.

Seen enough drift. Ready for something built to last?

No pitch. No pressure. Just a clear next step.