CSTMR

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Marketing Agency for Fintech and Financial Companies

How optimized is your marketing to take advantage of new growth opportunities?

Our fintech marketing  agency services and growth programs deliver customers and revenue, with design that is built to drive engagement and conversion, and optimization strategies that help drive learning 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.

Fintech Marketing Agency Services

MARKETING STRATEGY AND PLANNING

Strategy & plan creation
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

Visual identity and logo design
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

Digital marketing campaigns
Paid media (PPC, display, remarketing, social)
Search engine optimization (SEO)
Content marketing
Email marketing
Social media 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

Project planning & management
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

CSTMR Work ProcessOur 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 utilize a 4-pillar flywheel methodology to optimize performance and drive sustained growth.

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.

OUR CLIENTS + WORK

View all

  • LendingArch
  • Nav Small Business Credit
  • Bank of Marin
  • Goji auto insurance
  • DepositAccounts Banking Data
  • Cardpool giftcards fintech
  • Early Warning
  • Roth IRA investing
  • Grade My Advisor investing
  • SmartBiz SBA Lending
  • Rushcard prepaid card
  • Bernooli cocktails
  • Workplace Answers online training

Connect with us

We're a Financial and Fintech Marketing Agency based in the thriving tech centers of Austin, Texas and San Francisco, California and work with great companies throughout the U.S., North America, and Globe.

Connect now

Ready to get growing?

The road to growth is littered with good intentions. CSTMR provides the experience and talent to let you blow through good intentions and generate sustained growth on your path to real, measurable revenue and success.

Get growing!

Fintech Insights for Growth

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