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 mobile and web design, customer acquisition programs, conversion optimization strategy, and valuable apps and 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.
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STRATEGY / UX DESIGN / TESTING
Re-envisioning product strategy and ux design is helping the LendingTree business loans team optimize their acquisition experience.
IDENTITY / WEBSITE / ADVERTISING
Intent on giving consumers a better, cheaper mortgage option, we planned, designed and built the first SELFi website and identity for company launch.
Electronic Payments Solutions
MOBILE APP DESIGN / UX STRATEGY
Prepaid Technologies partnered with CSTMR to design their new mobile app for employers and cardholders to securely and easily manage their prepaid cards in one place.
CONVERSION OPTIMIZATION STRATEGY
Credit Karma’s product team had limited resources for developing a full-fledged conversion rate optimization strategy and partnered with CSTMR to deliver a multi-channel optimization program.
Electronic Money Transfer
MARKETING STRATEGY / ACQUISITION / SEO
UniTeller engaged CSTMR to develop positioning, acquisition, and SEO strategies for ULink; while increasing brand awareness, driving conversions, and building out a paid media plan for sustained growth.
STRATEGY / CONTENT
Glenbrook engaged CSTMR as its full-service digital marketing team to expand brand reach, grow program registrations, and amplify its thought leadership position within the payments industry.
Wealth Management Solutions
MARKETING STRATEGY / ACQUISITION / POSITIONING
First Rate partnered with CSTMR to develop and execute a holistic digital marketing program to systematically grow its pipeline, expedite the sales process, and close more clients.
BRANDING / DESIGN / STRATEGY
Connect2Capital engaged CSTMR for a full brand refresh that included designing and developing a new website, visual identity, and ongoing digital marketing services.
IDENTITY / WEB DESIGN / SEO
Pursuit Lending (formerly NYBDC) reached out to CSTMR when they wanted to transition to a new visual identity, website design, content strategy, SEO, development, and ongoing support.
IDENTITY / POSITIONING / WEBSITE
Creating a new brand for business valuation services, we positioned, designed and built the first BizWorth website, portal, and identity to go to market.
MARKETING STRATEGY / CHANNEL DEVELOPMENT
This new cryptocurrency exchange needed a solid go-to-market strategy supported by paid media, organic search, & content marketing in this highly regulated market.
Small Business Credit
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.
ACQUISITION / STRATEGY / SEO
A new acquisition & SEO-based marketing strategy was created to reach Blueleaf’s target audience. We audited existing processes, build the new strategy, and provided full implementation and support.
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.
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.
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.
UX DESIGN / TESTING / ADVERTISING
Growing the largest consumer destination for banking includes building an advertiser base, online tools & increasing conversions (acquired by LendingTree).
DESIGN / DEVELOPMENT / ADVERTISING
The dual-language auto insurance startup Sigo is focused on supporting spanish-speaking immigrants, and asked us to launch a new website and ad campaigns for them.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
MARKETING COLLATERAL / DESIGN
Promoting how TRUSTe delivers significant ROI, we developed the identity, banner ads, landing pages and product graphics for this digital campaign.
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.
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.
CONVERSION OPTIMIZATION / DESIGN
We amplified the Workplace Answers brand (acquired by EverFi) with a UI/UX website upgrade, improved SEO and conversion optimization.
IDENTITY / DESIGN / ADVERTISING
Protecting business systems from cyber threats, A10 Networks needed a website with a refreshed UX and greater ease of management, developed with SEO and flexibility in mind.
PRODUCT / UX DESIGN
Giving an outdated product a new visual and ux design facelift helped add value for Consero Global customers, improve usability, and enhance the brand.
IDENTITY / DESIGN / ADVERTISING
We helped launch a new financial product in Wallace, aimed at disrupting the savings market by creating a new identity, website and go-to-market campaigns.
WEBSITE / STRATEGY / ACQUISITION
After developing an AI-first, machine learning customer success platform, Uptick partnered with CSTMR to design, write and develop their first website, and build an ongoing post-launch strategy for growth.
WEBSITE / MARKETING STRATEGY
Helping banks launch and manage SBA loan programs, this SBA lender service provider needed our help to redesign and rebuild their existing website and breathe new life into their brand.
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.
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.