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  • Research
  • Brand & social strategy
  • Creative development
  • Design
  • Content production
  • Social media management & optimization

TradeStation had a massive business challenge. When marketing executives at the fintech day-trading platform approached us, they worried that the luster and power had begun to wear off of their product.

TradeStation had attracted a profitable core customer base. But the fintech explosion, along with their competitors’ aggressive digital marketing strategies, struck a solid blow to TradeStation’s ability to attract and retain new users — particularly Millennial traders, the very future of their business.

Trade what you see, not what you think. Trading Rule #29

our approach

Brand & product positioning

Data-driven content strategy with deep audience insights

Build & Manage
A collaborative content production/publishing model

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The TradeStation customer of today — and, more importantly, of tomorrow — wanted a different relationship with their platform. Through social listening, we uncovered a vast network of trading conversation groups and niches where traders of various levels engaged with one another every day in search of ideas, strategies, and camaraderie.

Our team immediately went about the process of transforming the TradeStation product identity from a dull, unintuitive platform meant for professional investors into a highly relevant, strategically astute, socially connected brand for traders who crave ideas and insights on-the-go.

CMA Content Marketing Awards logo

Best Use of Twitter
In Content Marketing

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Best Content
Publishing Partner

Tradestation work sample
Tradestation work sample
Tradestation work sample
Tradestation work sample


The TradeStation story isn’t just about a brand transformation. It’s also about powerful activation. Together, we launched a first-of-its-kind social strategy that included Facebook, Twitter, and Instagram — then added a bespoke content publishing team that churned out posts, charts, polls, videos, and more, often at a moment’s notice. The result? Unprecedented levels of personalization, scale, and speed that weren’t just effective — they were award-winning.


Lift in engagement rate


Increase is social followers


Decrease in cost per engagement

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