Pacific Stock Transfer Brand Sunset

Securitize is the leader in digital asset securities, bringing together businesses seeking to raise capital with investors seeking access to alternative assets

Goals: Merge the Securitize and Pacific Stock Transfer brands such that brand recognition is increased and no clients are lost.

In February 2022, Securitize acquired Pacific Stock Transfer (PST) becoming a top 5 U.S. transfer agent and expanding its services and client base. The previous Securitize CMO brought me on board to handle the transition and acquisition from a marketing point of view. I helped with the following:

• CRM integration - Mailchimp to Hubspot

• Product marketing - marrying digital and traditional transfer agent services to become the first hybrid transfer agent and maintaining a keen eye on community banks and the products/services that resonate with that market

• Events - updating messaging and rebranding booths; developing a pre and post event strategy to increase engagement and meetings set at events/conferences

• Content/assets - rebranding and consolidating assets, identifying top performing content from an SEO standpoint and migrating, redirecting and in some cases rewriting such that no traffic is lost

• Google Ads - migrating high-performing ads and branded keywords such that the 2 brands were no longer competing against one another on the same keywords

• Branding - identifying PST brand values and finding a clear strategy to bringing the appropriate ones over to Securitize

• Website - creating a website transition plan, updating Securitize product pages such that PST offerings were now included, creating a PST page on the Securitize site to ease the transition for clients and prospects, identifying pages with the most traffic and migrating them over to Securitize

• Social media - creating a social media sunset plan to bring followers from PST accounts to Securitize

• Campaigns - compiling and executing brand consolidation campaigns via email and social, executing partner campaigns to introduce PST partners to Securitize brand, partnering with product on shareholder transition campaigns and introducing them to the Securitize ecosystem

Results and assets