Home Services Platforms Insights Get in touch Melbourne · Est. 2016
We make data and technology work properly for fund managers and wealth firms. Then we keep them working.
We sit between your commercial teams and the platforms they depend on. The job is making sure the technology serves the strategy, not the other way around.
Salesforce configured for how your sales team actually works. Greenfield builds, migrations, and fixing what is already there.
Implementation, ongoing admin, sales process design, pipeline and reporting.
Email platforms, campaign architecture, and event workflows. The infrastructure that makes good marketing possible without the manual work.
Platform implementation, templates, event management, audience segmentation.
The connections, integrations, and analytics that turn scattered systems into something you can actually run a business from.
Fund flow analytics, integrations, data quality, dashboards and reporting.
Crinkle Cut Digital is a sales and marketing enablement consultancy for Australian fund managers and wealth management firms. We have worked exclusively in financial services since 2016.
We go deep on a small number of platforms, Salesforce, Marketing Cloud, Mailchimp, and the integrations that connect them, because that is how you get good at them. No vendor pays us to recommend these. We use them because they work.
The person you speak to is the person who builds it. There is no bench of juniors behind the scenes, no discovery workshops that cost more than the implementation, no scope creep conversations. We quote a price, do the work, and send the invoice.
We do not need a discovery phase to understand FUM, fund flows, APL relationships, or wholesale client compliance. Ten years inside this industry's data model.
Every engagement is scoped and priced upfront. No timesheets, no hourly billing, no surprise invoices at the end of the month.
The work is done by the people who understand it. That is how we keep quality consistent and communication clean.
We use tools to scale your voice and sharpen your data. The result is more of you, faster and further reaching, without losing what makes your firm distinct.
Building a professional website for a small firm is no longer a skilled trade. The tools available in 2026 have turned what was once a three-month agency engagement into an afternoon, and the output is not a compromise.
May 2026AI search systems treat a firm's website as a primary source, not a marketing asset. For firms with no independent digital presence, that means the AI's answer about them is written entirely by them, whether they realise it or not.
May 2026Generative Engine Optimisation (GEO) has arrived with its own vocabulary, its own consultants, and its own set of structural recommendations. Write self-contained paragraphs.
April 2026No forms. No gatekeepers. Drop us an email and you will hear back from someone who understands your stack.
adrian@crinklecutdigital.com