Client Outcomes

Ascend is the leading provider of financial operations automation software for insurance agents, brokers, MGAs, and other key stakeholders within the distribution channel. Its platform automates the entire insurance payment lifecycle, including collection, accounting, reconciliation, and disbursement. Ascend eliminates antiquated manual processes and allows human resources to focus on increasing profitability and growth. 

Ascend's strategic shift aimed to position its technology as a comprehensive solution for the payment lifecycle, moving beyond its initial perception as solely a premium finance tool. To achieve this, Ascend collaborated with Fideles Advisors to refine its messaging and market strategies within the retail insurance distribution channel.

• Brand Repositioning: Redefining Ascend's brand messaging to emphasize its comprehensive solution for automating insurance financial operations, moving beyond the premium finance label.
• Market Expansion Efforts: Targeting strategic partnerships and engagements within the retail insurance distribution channel to demonstrate Ascend's value in streamlining financial processes.
• Strategic Partnerships: Cultivating relationships with top brokers and industry influencers to amplify Ascend's market presence and credibility.

The collaboration between Ascend and Fideles Advisors led to a dynamic execution of the outlined strategies, yielding significant impacts:

• Marketing and Communication Tactics: The launch of targeted marketing campaigns and impactful communication strategies significantly increased Ascend's brand visibility and differentiated it in the marketplace.
• Key Accounts and Partnerships: Strategic partnerships with industry leaders like Acrisure, coupled with engagement in industry events, positioned Ascend as a thought leader and trusted partner in financial operations automation.
• Media Coverage and Industry Recognition: Ascend enjoyed heightened media visibility, with coverage in leading industry publications, further cementing its status as a pioneering force in the insurtech sector.

The collaboration with Fideles Advisors marked a turning point for Ascend, reflected in:

• Over 100% increase in website traffic, driven by targeted digital campaigns.
• Expanded industry reach, with Ascend now engaging with the top 100 brokers in the United States.
• Enhanced brand recognition, evidenced by increased engagement at industry events and through media exposure.

"Fideles Advisors' strategic guidance and outreach efforts were instrumental in the success of Ascend's brand positioning campaign, particularly within the insurance distribution channel. 

Colleen expertly refined our messaging, effectively showcasing our competitive advantages to our target audiences. She spearheaded a proactive media relations and thought leadership program, informing and engaging critical stakeholders about Ascend's value proposition. 

Thanks to Colleen's expertise and dedicated efforts, Ascend has experienced a significant increase in brand recognition and industry-wide reach. Our media coverage has expanded, positioning us as a trusted authority in insurance technology. These achievements have further facilitated the development of critical relationships within the insurance distribution channel, solidifying our position as the premier financial operations automation platform."

Ascend's journey, powered by the strategic guidance of Fideles Advisors, showcases the transformative potential of repositioning and targeted market expansion. Ascend has not only redefined its brand but also set new industry standards for financial operations automation.

For those seeking similar breakthroughs and market leadership, Fideles Advisors offers the strategic partnership you need.

 Contact us to explore how we can elevate your brand and drive your market expansion.