Sales and marketing infrastructure for financial services.

We make data and technology work properly for fund managers and wealth firms. Then we keep them working.

What we do

Sales and marketing enablement.

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.

Sales

CRM that fits

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.

Marketing

Campaigns that connect

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.

Data

Numbers you trust

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.

Who we are

Boutique by design.

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.

A small number of platforms, understood properly. Shallow familiarity spread across every tool in the market is worth less than hard-won fluency with the ones that matter.

The person who scopes the work delivers it. Every engagement is priced before it starts. There are no surprises at the end because there is no ambiguity at the beginning.

Industry fluency

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.

Flat fees

Every engagement is scoped and priced upfront. No timesheets, no hourly billing, no surprise invoices at the end of the month.

Senior delivery

The work is done by the people who understand it. That is how we keep quality consistent and communication clean.

Technology amplifies

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.

Insights

Recent thinking.

Platform data has always been structurally complex, and that is the point.
Australian investment platform data arrives in as many formats as there are platforms. The work of consolidating it accurately and quickly is not a technical problem. It is an experience problem, and experience takes time to accumulate.
June 2026

Practice websites are doing more work than most firms realise.
Direct traffic to a practice website may be low, but AI search systems are reading every page and citing what they find. The website's influence on how a firm is described to prospective clients has never been greater.
June 2026

Salesforce Headless 360 is infrastructure, not a feature.
Salesforce Headless 360 was announced to developers and mostly confused everyone else. For fund managers and distribution teams who invested in Salesforce, it is actually the most reassuring thing the company has said in years.
May 2026

Start a conversation.

No forms. No gatekeepers. Drop us an email and you will hear back from someone who understands your stack.