How optimized is your marketing to take advantage of new growth opportunities?
Our marketing services and growth programs deliver customers and revenue, with design that is built to drive engagement and conversion, and optimization and growth efforts that help you learn and boost revenue for your company. We’ll help you translate your growth goals into a tangible, measurable marketing strategy and action plan.
Our depth of experience working with early stage, emerging and established fintech and financial companies, community banks and credit unions, and many other industries powers our customized turn-key solutions and marketing services. We hit the ground running and help our clients take advantage of new growth opportunities – whether you’re looking for full-scale growth or to supplement and improve already-existing programs.
Financial Marketing Agency Services
MARKETING STRATEGY AND PLANNING
Audience & persona definition
Market positioning and messaging
SEO & content strategy
Analytics, tracking & reporting
Marketing Strategy in Action:
- Learn how we developed a positioning strategy for Tradestops, data-driven investing tools platform
- Learn how we created a messaging and positioning strategy for Clarkston State Bank, a regional bank.
WEB DESIGN & DEVELOPMENT
Website design and technical development
Mobile app design
Product design
UX/UI strategy & design
Customer experience mapping
Collateral design
Copywriting
Web Design in Action:
- Learn how we launched a new website and mobile experience for Goji, an auto insurance quote engine.
- Learn how we designed the UX and launched a mobile responsive website for Cardpool, an online gift card exchange.
CUSTOMER ACQUISITION
Search engine optimization (SEO)
Content marketing
Email marketing
Testing & conversion optimization
Digital Marketing in Action:
- Learn how we created an acquisition strategy and implemented paid media and email marketing campaigns for Nav, a business credit platform.
MARKETING AUTOMATION AND OPTIMIZATION
Marketing automation (Hubspot certified partner)
Sales funnel, workflow, landing page and form creation
Launch and manage multi-channel campaigns
CRM integration with website
Measurement, analytics & reporting
Our Growth Engine Methodology
Positioning and promoting fintech and financial products and services requires a complex blend of resourcefulness, knowledge, experience, and creativity. These elements support all that we do as part of your growth team. We’ve translated them into a proprietary structure called The Growth Engine that brings order and structure to help you systematically grow and compete:
PLAN
We start by listening and understanding your goals, conducting analysis, audits, and research, becoming well versed in your business and audience, and then establishing the marketing strategy and plan for our work together. This systematic diagnosis helps to ensure a solid understanding of your business, identify new opportunities for growth, and clearly map out a winning strategy and roadmap to achieve your goals.
BUILD
Next, we use the recommended strategy as a roadmap to define the direction, requirements, tasks, and timeline and build the necessary foundation for your sustained growth. Whether it be in customer acquisition, web design and development, or conversion optimization (or a combination of these marketing services), we take ownership for your project’s success – maintaining high standards of quality for ourselves and working in close coordination with your team. We want you to see us as part of your team.
LAUNCH
Once your customer acquisition programs and campaigns are launched, our focus shifts to engagement and conversion optimization. From media to messaging, landing pages to user flows, CTAs to email, rigorous A/B split and multivariate testing leverages latest testing technologies to identify optimal combinations to maximize your outcomes. We employ regular usability testing before and after launch, interaction and funnel tracking, and data analysis to learn and discern where the best growth opportunities lie.
GROW
With ongoing optimization and management in place, we look at how we can leverage this success and learnings. We turn our focus to identifying and going after new growth and revenue opportunities, examining existing partnerships and adjacent market possibilities, and establishing new channels and partnerships to keep you growing.
