Our Clients: Helping Financial & Fintech Companies Grow

Lending Tree

Lending

STRATEGY / UX DESIGN / TESTING

Re-envisioning product strategy and ux design is helping the LendingTree business loans team optimize their acquisition experience.

SELFi

Mortgage

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.

Prepaid Technologies

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.

Credit Karma

Consumer Credit

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.

UniTeller

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.

Glenbrook

Payments Consulting

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.

First Rate

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.

Connect2Capital

Lending Network

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.

Pursuit Lending

Business Lending

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.

BizWorth

Business Valuations

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.

FALDAX

Cryptocurrency

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.

Nav

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.

Blueleaf

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.

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.

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.

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.

DepositAccounts

UX DESIGN / TESTING / ADVERTISING

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

Sigo

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.

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.

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

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.

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

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.

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

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

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

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

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

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

CONVERSION OPTIMIZATION / DESIGN

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

A10 Networks

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.

Consero Global

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.

Wallace

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.

Uptick

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.

Prudent Lenders

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.

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.