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Case Study - Fintech · Social Investing

Copy trading, marketed with conviction.

Echo Trade sits at the intersection of fintech and social investing. Its core product is simple: registered portfolio managers, people who normally manage money for wealthy clients, share what they are buying and selling in real time. Echo Trade members can see those moves and copy them in their own accounts.

The three-step user journey is: browse available portfolios, unlock the one that fits your investment style, and copy trades with one click through a connected broker account. Users retain full control of their money at all times; Echo Trade never holds funds.

Paid video ads · Daily content system · AI automation
Paid video ad creatives(4 videos)
CTA strategy & optimizationMatched to audience intent
Social media content systemDaily Instagram carousels
AI workflow automationvia Make.com
Objectives

What Echotrade needed

01

Launch high-converting paid video ads for multiple audience segments

02

Optimise CTA copy to match audience intent

03

Build a scalable daily social media content system

04

Automate content research and image sourcing

Paid Video Creatives

Paid video ad creatives (4 videos)

Retargeting video delivered a significant CPM reduction, confirmed by the client as one of their best-performing ad assets ever.

Echotrade paid video ad, news-driven hook
Echotrade paid video ad, founder Dan Pena direct-to-camera
Echotrade paid video ad, retargeting cut
Echotrade paid video ad, trading hook
Social Media Content System

Social media content system

Monthly social media content production (daily Instagram carousels). Sustainable daily Instagram posting cadence achieved without increasing team size.

Echotrade Instagram post, global growth
Echotrade Instagram post, gold and safe havens
Echotrade Instagram post, this week in markets
AI Workflow Automation

AI workflow automation via Make.com

Ongoing AI-powered content automation via Make.com. Content production time meaningfully reduced through AI automation.

Automate content research
Automate image sourcing
Produce daily carousels
Publish daily on Instagram
Echotrade wireframe bear visual
“
Dart Marketing brought strong creative direction along with a real attention to detail across everything they worked on. They understood the brand well and made sure every asset aligned with our standards. Collaboration was smooth throughout, and the team was easy to communicate with, responsive, and reliable. Overall, everything was executed to a high standard without unnecessary back and forth
Dan PenaEchotrade
Paid video ad creatives (4 videos)
★★★★★
Achievements

What the engagement delivered

Retargeting video delivered a significant CPM reduction, confirmed by the client as one of their best-performing ad assets ever
Sustainable daily Instagram posting cadence achieved without increasing team size
Content production time meaningfully reduced through AI automation
Tech Stack

The tools behind the work

Figma AeAfter Effects PrPremiere Pro AiIllustrator PsPhotoshop n8n Make.com
Recurring Engagement

Recurring engagements

Monthly social media content production (daily Instagram carousels)
Ongoing AI-powered content automation via Make.com
Paid video ad creatives (4 videos)
CTA strategy & optimization
Social media content system
AI workflow automation via Make.com
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