In early 2023, a Fortune 100 financial services company wanted to take control of their adtech stack. Their goal: Streamline their media efforts, amplify performance, and gain a clearer view of the whole process.
After a thorough review, they chose Basis as their new system of record.
Following a customized onboarding experience, the team quickly migrated campaigns and launched new programs to drive performance.
Impressed by Basis’ performance, the company decided to leverage Unify by Basis, integrating its brand strategy agency into the platform.
The new arrangement let the agency and the brand's in-house team work together seamlessly, allowing quicker planning, better cross-channel performance, and stronger measurement.
The collaboration provided the brand’s leadership team with full transparency across all media investments and channels, eliminating costly middlemen while reducing marketing silos and empowering the company with a rich well of data.
Unify by Basis made it possible for the in-house team and its agency partner to collaborate within a single platform, creating stronger alignment.
Basis empowered the agency to maximize the reach and effectiveness of dynamic, cross-channel campaigns. Meanwhile, the platform gave the brand a clear, real-time view of their media operations—from planning, to buying, to optimizations, to performance—allowing them to amplify the reach and frequency of their media spend while forging a stronger, trust-based connection with their agency partner.
Basis’ advanced advertising solutions provide ongoing access to industry advancements and expanding capabilities across channels. Basis’ integrated features empower users to operate with superior efficiency, automating tasks such as budget adjustments, transaction accuracy, and billing processes to lower costs and maximize ROI.
With Basis, campaign insights and historical data are unified in the platform and remain accessible and transferable—even during agency transitions—while providing users with real-time visibility into campaign performance, financial reporting, and media insights. Brands can see where every media dollar is spent and get the most out of every impression with AI-powered cross-channel optimization.
Basis provides all clients with tailored onboarding and implementation training along with ongoing education—including courses from our award-winning AdTech Academy—supporting high productivity and seamless continuity while enabling the team to focus on strategic priorities rather than manual tasks.