Transforming Marketing into Momentum for Financial Specialists
Jones & Co wanted to grow sustainably, not waste cash on unsuitable leads. They had the ambition; they had the financial know-how; they just needed a smarter way to scale.
Who are Jones & Co?
J&C provide business finance to their loyal clients. Headed up by Rory Crisp-Jones, they act as both financial advisors and brokers, taking a great deal of care in the service they provide.
Built on a long heritage of business finance, their goal is to cut out the over-complicated processes that plague the sector, injecting the human aspect back into business loans.
growth in organic sessions
increase in lead conversion rate
organic social growth YoY
The Challenge
“We wanted to grow faster but didn’t want to lose control. This meant driving more leads, but not just for the sake of numbers. We wanted to attract businesses we could work with for years to come.”
Jones & Co had built their reputation the right way: organically, through hard work and solid service. But when it came time to push on, they knew they’d hit a ceiling.
To support Rory’s growth plans, they needed a scalable, sustainable marketing engine that would:
- Modernise their brand and proposition
- Get the right CRM in place to make it all work
- Build a stronger, more consistent pipeline
- Bring in more high-quality inbound leads
- Nurture and warm up prospects before passing them to the sales team
They weren’t just looking for a marketing agency. They were looking for a growth partner; much in the same way that they become a financial partner for their clients, they wanted an agency that could think strategically and could be confident in pushing back when necessary.
This is why they chose Catalyst.
Our Solution
The Result
We took a business that had never generated a lead through its website and turned it into a sustainable marketing resource.
And we’re not done yet.
With nurturing and warm campaigns now in motion, HubSpot humming along, and a bank of reworked emails ready to go, Jones & Co are in a strong position to keep pushing forward.
Tools used to leverage results

All of our strategies are backed by data and research, never guesswork.
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