Navigate B2B nailed our brand positioning. Prospects know what we’re about before we meet.

Matt Oldham, CEO, OPAL Group

Case Study


Navigate B2B was engaged by Synergy Financial Products Ltd. (SFPL), a well-established fintech firm.

SFPL already sells effectively to big banks, but was finding its “big business” personality less effective in an emerging market of trendy, consumer-facing fintech startups.

Navigate B2B absolutely nailed our brand’s personality and positioning, perfectly aligning us with our fairly niche customer profile. New contacts now know what we’re about before we meet, setting off relationships on the right foot. We also found them to be direct and efficient as collaborators – very much the type of people we enjoy working with.

Matt Oldham, CEO, SFLP Ltd.

Brand Guidelines

I was brought in as copywriter on a brand positioning piece for a new SFPL product in the insuretech space, called OpalIS.

The brief was to brand the product as the “slightly wiser, slightly less-cool older brother of a Shoreditch fintech entrepreneur”.

This project was a collaboration with the design team at Co:lab Agency.

Key Messaging Pack

I conceived these ads to be used as an appendix to the brand guidelines.