Regulated Data SaaS Platform

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Structure that made the work hold.

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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 brought me in to lead marketing across brand, campaign, and strategy.

What I inherited wasn’t a team: it was a tangle. No positioning. No documentation. No clarity. Just output without structure, and urgency without direction.

Challenge

The product was strong. The market was real. But the marketing function wasn’t functional.

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 function 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.