This is a self-directed mock campaign for Wealthsimple Business Chequing, built for portfolio purposes only. It is not affiliated with, endorsed by, or produced on behalf of Wealthsimple.

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Campaign core idea

Business banking without the baggage.

The insight

Business owners know traditional banking fees are annoying. They stay because switching sounds like another admin task. So the campaign makes the old normal feel absurd — then offers an exit customers can take in minutes.

Core message

Business banking doesn't need all this baggage.

Positioning

A modern operating account for incorporated businesses that want fewer fees, less admin, and a better way to manage everyday business cash.

Audience

Incorporated Canadian small business owners and professionals who need an operating account for daily business cash: consultants, doctors, CPAs, incorporated contractors, agency owners, ecommerce operators, professional service corporations.

Mindset
"I know business banking is annoying, but switching sounds like another admin task."
Key barrier
Dislikes their bank, but stays. Switching feels time-consuming, risky, and not urgent enough.

Competitive analysis

Legacy banks
RBC · TD · Scotiabank · CIBC

Hold most incorporated accounts by inertia — feature-complete but structurally expensive, and the audience knows it.

Fintech alternatives
Relay · Koho Business · Mercury

Compete on price/UX but niche down: cash flow tools, sole proprietors, US-incorporated startups.

Wealthsimple's differentiation

Already holds the personal finance relationship for much of this audience. The business product can land where trust already exists.

Funnel flow

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Campaign goals & success metrics

Objective

Drive account sign-ups for a product that's objectively better on paper — against an audience whose real barrier isn't price, it's inertia.

Landing CTA CTR 8–12%
LinkedIn CTR 0.8–1.2%
Cost / qualified start <$85 CAD
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Metric
Goal
Benchmark
Reel 50% completion
35%+
Industry avg 25–30%
Account-start rate
15–20%
From warm paid traffic
Email open rate
38–45%
B2B SaaS avg 35–40%
Email click-to-landing
6–10%
B2B avg 4–5%

Deliverables

Monthly fees Minimum balances Branch appointments Paying to pay the CRA
Business banking without the baggage.
Wealthsimple Business
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Reels
wealthsimple Sponsored
Wealthsimple Business Chequing Business banking without the baggage.
Business Chequing
$48,210.33
CRA — GST/HST remittance $0 fee
Monthly account fee $0.00
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Why i made these calls

01

Baggage over fees

Makes the problem something the audience chose to carry — so they can choose to put it down.

02

Four LinkedIn concepts

Run as an A/B pool — brief and landing page stay fixed, creative rotates until data picks a winner.

03

Product reveal at 0:13

Earns the emotion before earning the right to sell — brand shows up only once the frustration lands.