CSTMR

  • Free Strategy Session
  • Services
  • Work
  • About
    • About Us
    • Team
  • Contact

Our Clients: Helping Financial & Fintech Companies Grow

Great marketing and design not only attract and convert — they drive sustainable growth. We’ve partnered with some fantastic companies to help envision and create impactful web and mobile design, customer acquisition programs, conversion optimization campaigns and valuable products (check out all of our design and marketing services). Here’s a sampling of our fintech and financial services marketing clients – along with a few select others – and the campaigns and projects we delivered for them.

OUR CLIENTS

Tradestops Investing Tools

Tradestops

CHANNEL DEV / DESIGN / POSITIONING

Creating, testing & growing new acquisition channels for Tradestops (paid, social, SEO) is critical to long-term stability for their data-driven investing tools platform.

Nav Small Business Credit

Nav

PAID MEDIA / CHANNEL DEVELOPMENT

Driving user acquisition via paid media campaigns and developing onboarding email series is helping Nav maintain and grow their member base.

Bank of Marin

Bank of Marin

DESIGN / POSITIONING / ACQUISITION

Beginning with a complete website overhaul with updated positioning & messaging, we are helping to reinvigorate and grow the Bank of Marin brand.

Goji auto insurance

Goji

DESIGN / CHANNEL DEVELOPMENT

We helped Goji plan, design and launch four phases of their first online experience, including their new rate quoting engine for desktop and mobile web.

Cardpool giftcards fintech

Cardpool

UX DESIGN / VIDEO / EMAIL MARKETING

Cardpool makes it ridiculously easy to buy and sell pre-owned gift cards, and we are helping translate that ease to their mobile experience as well.

DepositAccounts Banking Data

DepositAccounts

UX DESIGN / TESTING / ADVERTISING

Growing the largest consumer destination for banking includes building an advertiser base, online tools & increasing conversions (acquired by LendingTree).

Quilt insurance

Quilt

UX DESIGN / PAID MEDIA TESTING

Getting an MVP to market quickly, we partnered with Quilt (acquired by Mass Mutual) to design a mobile-first product UX and website, plus paid media testing.

LendingArch

LendingArch

UX DESIGN / IDENTITY / POSITIONING

Starting from scratch, we helped to envision and design a new, exciting brand and “people-centered” product in LendingArch, a Calgary-based personal lending site.

Clarkston State Bank

Clarkston State Bank

POSITIONING / DESIGN / SEO / EMAIL

Transforming Clarkston State Bank from a small, local bank to a legit regional and national player required a makeover to their positioning, messaging, design, email and SEO.

Grade My Advisor investing

Grade My Advisor

UX DESIGN / IDENTITY / NEW CHANNELS

Building the brand from the ground up, designing user flows, and opening user acquisition channels, we’re helping Grade My Advisor disrupt financial services.

Early Warning

Early Warning

PAID MEDIA / TESTING

Early Warning selected us to develop and test a SEM trial program for their new Mobile Number Verification products following a recent acquisition.

Roth IRA investing

RothIRA.com

UX DESIGN / OPTIMIZATION

From ad optimization to engaging interactive tools, we help RothIRA.com in their mission to explain and simplify the world of retirement savings.

DRB Financial Solutions

DRB Financial

VISUAL DESIGN / SEO / PAID MEDIA

DRB Financial needed a visual upgrade and optimized SEO for USClaims.com & myUSClaims.com – to better communicate trust and value, and increase conversions.

QuitePie insurance

QuotePie

PAID MEDIA / CONVERSION OPTIMIZATION

With UI/UX product design and user flows, paid media channels and conversion optimization, we’re helping QuotePie provide businesses with a better way to find insurance.

SmartBiz SBA Lending

SmartBiz

CHANNEL DEV / CONVERSION TESTING

By opening additional acquisition channels and running conversion optimization on key landing pages, we’re helping SmartBiz generate more qualified leads per month.

Rushcard prepaid card

RushCard

UX DESIGN / CONVERSION OPTIMIZATION

Creating landing pages and a mobile acquisition flow that looked good, worked well and was optimized for customer acquisition was the objective with RushCard.

TRUSTe online privacy

TRUSTe

MARKETING COLLATERAL / DESIGN

Promoting how TRUSTe delivers significant ROI, we developed the identity, banner ads, landing pages and product graphics for this digital campaign.

Bernooli cocktails

Bernooli

IDENTITY DEVELOPMENT / POSITIONING

With a full brand design from scratch, we’re helping Bernooli become the smartest way to make craft cocktails at home with its “smart spout” technology.

Philips electronics

Philips

CONVERSION OPTIMIZATION / DESIGN

As a companion for its TV spots, we developed the strategy and design for landing pages that were built to drive consumer engagement and conversion.

Workplace Answers online training

Workplace Answers

CONVERSION OPTIMIZATION / DESIGN

We amplified the Workplace Answers brand (acquired by EverFi) with a UI/UX website upgrade, improved SEO and conversion optimization.

We’d love to help accelerate your fintech marketing and growth, too.

Give us a call at 415.968.1805 or drop us a note.

Connect with us

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

12600 Hill Country Blvd., Suite 275, Austin, TX 78738

535 Mission Street, San Francisco, CA 94105
Ph. 415.968.1805
hello@cstmr.com

Ready to grow?

The road to growth is littered with good intentions. CSTMR provides the experience and talent to let you mash the gas pedal and blow through good intentions on your path to real, measurable revenue glory.

Contact us

Newsletter sign up

Enter your email address below to receive our monthly Fintech Marketing Insights newsletter.

  • s1
  • s1
  • s1
  • What we do
  • Case Studies
  • About Us
  • Blog
  • Careers
  • Privacy Policy
  • Contact Us

Copyright 2018 © CSTMR, Inc. All rights reserved.