HDBank x Bespoke Marketing — Case Study (NDA-Adjusted)

Disclaimer: Metrics are standardized/rounded to comply with NDA. The directionality and magnitude of impact are accurate; sensitive figures are not disclosed. Campaign timing is intentionally omitted.

1) Executive Summary

HDBank launched VCF Platform (Value Chain Financing) to optimize working capital and transparency across B2B supply chains. Bespoke Marketing built a persona-first, full-funnel program spanning Strategy & Creative, Content System, Performance Media/SEM, tailored to three roles: Anchor (lead enterprise), Supplier, Distributor.
Outcome (NDA-adjusted): campaign achieved million-level reach with controlled frequency; consideration and inquiry intent rose double-digits; CPL declined markedly vs B2B finance baseline; sales-qualified leads (SQLs) from Distributors and Suppliers expanded materially, feeding the real VCF pipeline.

2) Context & Challenges

  • Market reality: long receivable cycles, higher supply-chain risk, strict compliance.

  • Objectives:

    1. Position VCF as a flexible, integrated financing solution.

    2. Reinforce HDBank’s leadership in digital finance for B2B.

    3. Generate qualified leads by persona and priority verticals.

  • Barriers: complex decisioning, technical messaging, elongated sales cycles.

3) Audience Strategy — Three Personas, Three Value Propositions

Suppliers

  • Pains: 30–90-day cash gaps; difficult bank access; dependency on Anchors.

  • VCF Value: near-real-time financing integrated with the Anchor’s ERP/orders; faster disbursement, transparent limits.

  • Message: “Funds in hours, not weeks. Easy, safe settlement.”

  • Channels: Meta Reach/View ~80%; Search/PMAX ~20%.

Anchors (Lead Enterprises)

  • Pains: extend terms yet maintain supplier health; supply-chain risk; complex treasury.

  • VCF Value: central orchestration of end-to-end cash flow; visibility & analytics across partners; automated reconciliation.

  • Message: “Digital financing that elevates your supply chain.”

  • Channels: ABM-like Meta ~80%; Search/PMAX ~20% with sector-specific creatives.

Distributors

  • Pains: inventory pressure, expansion financing, on-time repayments.

  • VCF Value: manage multiple financing programs; convenient, secure payments; transparent flow of goods & funds.

  • Message: “Financial bridge to commercial success.”

  • Channels: Meta ~80%; Search/PMAX ~20%.

Why persona-first? Distinct buying committees, benefits, and vocabularies; segmentation improves CTR, CVR, and lowers CPL.

4) Creative Platform & Key Visual

Big Idea: “Connect efficiently—Expand the value chain.” VCF sits at the cash-flow control center connecting Supplier ⇄ Anchor ⇄ Distributor.
KV principles: HDBank palette (red/gold/white) with digital glow; icons for dashboards/blockchain/cloud; continuous light-trail across the three nodes; human figures representing each role; modular design for video, banners, PR illustrations.

5) Content House (3 Phases; dates hidden)

  • Teasing: Introduce problems (working capital, reconciliation). Launch KV; short explainers; initial PR on supply-chain financing trends.

  • Launching: Prove KSPs—fast disbursement, ERP integration, transparent flows—via TVC (chain simulation), one-hour-funding explainers, persona mini-cases.

  • Sustain (Always-on): thought leadership (DSO/DPO, inventory risk), testimonials and earned signals; gated assets and demo CTAs.

6) Media Architecture & Allocation

Awareness:

  • Meta Reach / Meta View across three cohorts; frequency-controlled; short-form 9:16.

  • YouTube TrueView for scaled quality reach.

  • PMAX to harvest incremental inventory.

Consideration & Intent:

  • Google Search (SEM)—problem/solution clusters (“supply chain financing,” “working capital B2B,” “invoice discounting,” “distributor financing”) plus branded/competitor; RSAs with sitelinks to “Talk to an expert.”

  • Facebook Lead Conversion—short forms with CRM webhook; creatives tailored per persona.

Indicative split (NDA-adjusted):

  • Mass & existing-customer retargeting: Meta ~50% | Google/YouTube ~50%

  • Anchor: Meta ~80% | Google ~20%

  • Supplier/Distributor: Meta ~80% | Google ~20%

7) Measurement & Data Design

  • KPI tree: Reach/ThruPlay → CTR → Landing View → Form Start/Complete → SQL → Opportunity/Win.

  • Tracking: GA4 UTM hygiene; server-side/Conversions API; offline conversion imports to Meta/Google; lead deduplication.

  • Scoring & Routing: persona/industry scoring; <24h SLA; nurture with remarketing and email.

  • Brand Lift (select bursts): awareness/consideration; geo-holdout where feasible.

8) Execution & Risk Management

  • Compliance: legal footnotes for rates/eligibility; brand-safety lists; multi-level approvals.

  • Experiments: incentive-forward vs operations-solution hooks; ERP/order-flow visuals vs logistics scenes; 4-field fast form vs extended form + value exchange.

  • Governance: weekly review; light MMM for channel mix; persona-level post-mortems.

9) Results (NDA-Adjusted)

  • Awareness: million-level reach with healthy frequency; video VTR above finance benchmarks; PR/Earned improved CTR for retargeted users.

  • Consideration & Leads: CPL down ~18–30% vs B2B finance baseline; SQLs grew 2–3× for Distributors and ~1.5–2× for Suppliers; Anchors grew steadily through ABM-like creatives.

  • Sales impact: double-digit lift in SQL/Lead and meeting-set rate; a share progressed to VCF solution negotiations.

10) Key Learnings

  1. Persona-first orchestration reduces message friction and improves CPL/CVR.

  2. Explanatory KV that visualizes “nodes & flows” speeds comprehension for non-finance buyers.

  3. PR → Retarget acts as a trust amplifier for complex products.

  4. Offline conversion imports are essential to optimize to SQL/Approval, not just raw leads.

  5. Always-on + burst fits B2B cycles: nurture continuously, amplify around launches and vertical priorities.

11) Bespoke Marketing’s Role

Strategy & creative planning, content system design, performance media & SEM, analytics & RevOps (tracking blueprint, offline conversions, lead scoring, dashboards), cross-functional orchestration.

12) What’s Next

Always-on VCF with flexible budgets and vertical focus; expanded ABM lists for Anchors; whitepaper series by industry; CDP-light for unified personas and automated remarketing.

13) About Bespoke Marketing

Bespoke Marketing is a Performance & Creative Consulting team for high-compliance categories (finance, retail, services). We start from business outcomes, architect channels-content-data, and optimize for measurable commercial impact.