Unlocking Success with Basis - Basis Technologies
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Unlocking Success

Driving Visibility and Performance for a Fortune 100 Brand

Award-winning technology and support that empowers brands to in-house with confidence.
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The Brand & The Challenge

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.

Enhanced Transparency & Control

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.

Stronger Partnerships, Stronger Results

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.

The Basis Difference

Agility & Efficiency

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.

Data, Transparency, and Performance

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.

Dedicated 
Support

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.

Jessica Carroll, VP Media Director at Crowley Webb
“Basis has been integral to our media tech stack, strategy, and execution. Their platform gives us 100% visibility into every dollar spent, connecting upper and lower funnel efforts in one system. And the customer success team has been amazing at helping ensure we are managing campaigns effectively. Basis truly acts as our partner, making our lives easier.”
- AVP, Brand and Customer Activation

A Word from
Crowley Webb

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  • "Having everything in one platform simplifies our process and offers many options. Over our decade-long partnership, we appreciate Basis for its centralized data integration, robust billing, reporting features, valuable training and networking opportunities.”
  • “What sets [Basis] apart is their centralized data system, seamlessly integrating with our platforms—a rarity in this field.”
  • “Thanks to the numerous integrations, our campaign workflow is seamless, covering everything from planning to billing…saving us a ton of time.”
  • “Basis simplifies the entire process of spotting issues or recognizing standout performance. Its simplicity streamlines everything for smoother management overall.”

Want to unlock success?

Connect with us to discuss your business and advertising goals, plus how a tailored solution from Basis can meet your unique needs.
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