Home / Our Work

Where good companies go to become great brands.

Partnering with CSTMR for digital marketing, branding, and design is a step towards building real, genuine connections with your B2B or B2C audience that result in solid growth and brand loyalty. So, take a look at the fintech and financial companies we have kept top-of-mind for their audience and customers.

Investing

Real Trading

Content Marketing, Customer Aquisition, Email Marketing, Marketing Strategy, Paid Media Advertising, Social Media, UX/Design, Web Development

Our work includes website design, monthly blog content, organic social media, HubSpot email marketing, and paid media to attract, convert and retain Real Trading customers.

Banking, Other

.Bank

Branding, Conversion Optimization, Marketing Strategy, SEO, Social Media, UX/Design, Web Development

A complete top-to-bottom brand rebuild and marketing campaign for the world’s sole provider of secure, top-level domains exclusively for banks.

Lending

Nexi

Branding, Content Marketing, Marketing Strategy, SEO, Social Media, UX/Design, Web Development

A new brand and a brand new marketing effort for a new approach to business lending.

Lending, Other, Payments

AccessOne

Branding, Marketing Strategy, SEO, Social Media, UX/Design, Web Development

AccessOne needs to be equally welcoming to healthcare systems finance departments as well as the ultimate end user patients. How can a brand embrace both ends of the business spectrum and tell their story in a compelling narrative?

Lending

Lending Tree

Marketing Strategy, UX/Design

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

Payments

UniTeller

Marketing Strategy, Paid Media Advertising, 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.

Insurance

Boundless Rider

Branding, Mobile App Design, UX/Design

Boundless provides insurance for a niche market – motorcycle and powersports. These users are by definition mobile, so CSTMR designed an intuitive mobile app that lets customers get policy information quickly – while tracking their rides with the innovative Boundless Safe Rider program, built in to the app to detect accidents and provide fast emergency assistance.

Insurance

Acrisure

Content Marketing, Conversion Optimization, Creative Strategy, Email Marketing, Marketing Strategy, Paid Media Advertising, SEO, Social Media, UX/Design

Acrisure was a full, go-to-market launch into the insurtech market. As such, they needed a full-funnel holistic digital marketing strategy to build their brand and drive valuable leads for long-term, sustainable growth. CSTMR delivered creative strategy, design, advertising, email marketing, UX design and more to bring them to market.

Credit

Credit Karma

Content Marketing, Conversion Optimization, Marketing Strategy, UX/Design

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.

Credit, Investing

Athena Advisory

Branding, Content Marketing, Marketing Strategy, SEO, UX/Design

To get Athena Advisory into market, we defined strategies for branding, digital marketing, web design, and their mobile app.

Payments

Prepaid Technologies

Automation, Content Marketing, Marketing Strategy, Mobile App Design, SEO, UX/Design

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.

Lending, SaaS

Onyx IQ

Branding, Marketing Strategy, Paid Media Advertising, SEO, Social Media, UX/Design, Web Development

Launching an enterprise software business from the ground up is a big job. That’s where a solid brand and strategic digital marketing can be the lever to lift the business – the rocket fuel to get into orbit.

Lending

SELFi

Branding, Paid Media Advertising, SEO, UX/Design, Web Development

Intent on giving consumers a better, cheaper mortgage option, we planned, designed and built the first SELFi website and identity for company launch.

Lending

Pursuit Lending

Branding, Content Marketing, Marketing Strategy, Paid Media Advertising, SEO, Social Media, UX/Design

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.

Credit

First Phase

Branding, Content Marketing, Email Marketing, Marketing Strategy, Social Media, UX/Design

CSTMR teamed up with First Phase to plan, launch, and grow their new credit card business, empowering consumer to build credit and begin to thrive financially.

Payments

Glenbrook

Automation, Marketing Strategy, SEO, UX/Design, Web Development

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.

Lending

Connect2Capital

Branding, Content Marketing, SEO, UX/Design, Web Development

Connect2Capital engaged CSTMR for a full brand refresh that included designing and developing a new website, visual identity, and ongoing digital marketing services.

Banking

Valuant

Content Marketing, Marketing Strategy, SEO, UX/Design, Web Development

We built a strategic marketing foundation for Valuant that informed the SEO, copywriting, design, and development of their new website, to better position their banking compliance business.

Lending

Biz2X

Branding, Marketing Strategy

A leading business lending platform for banks and financial institutions around the world, Biz2X worked with CSTMR to refine their brand strategy, market positioning, and messaging in order to better speak to and reach their audience.

Banking

Bank of Marin

Branding, Marketing Strategy, SEO, UX/Design, Web Development

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

Banking

DepositAccounts

Marketing Strategy, Paid Media Advertising, SEO, UX/Design

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

Credit, Lending

Nav

Email Marketing, Paid Media Advertising, UX/Design

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

Investing

Tradestops

Automation, Branding, Paid Media Advertising, SEO, UX/Design, Web Development

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

Other

BizWorth

Branding, Content Marketing, UX/Design

Creating a new brand for business valuation services, we positioned, designed and built the first BizWorth website, portal, and identity to go to market.

Insurance

Goji

Automation, Content Marketing, Paid Media Advertising, SEO, UX/Design

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.

Banking

Panacea

Branding, Content Marketing, Email Marketing, Marketing Strategy, Paid Media Advertising, SEO, UX/Design

Panacea Financial launched in 2021 to address the unique financial obstacles facing doctors. We developed a brand strategy and identity, their first website and mobile banking app, and initial digital marketing programs to take this neobank to market.

Payments

PayFrame

Content Marketing, Marketing Strategy, SEO, Social Media, UX/Design, Web Development

A financial consulting company wished to launch a payments gateway platform, PayFrame, and needed expertise to define and deliver their digital marketing strategy and growth plan.

Lending

Stately Credit

Branding, SEO, UX/Design

Stately Credit is on a mission to help people avoid bad lending options and get the safe and affordable financial support and education they need to thrive, and we helped them define their brand and launch into market.

Lending, Payments

Capital On Tap

Automation, Content Marketing, Marketing Strategy, Paid Media Advertising, SEO, Social Media

We worked with Capital on Tap to plan and launch a new small business credit card into the US and UK markets.

Investing

First Rate

Branding, Marketing Strategy, Paid Media Advertising

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.

Payments

Cardpool

Mobile App Design, UX/Design

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.

Banking

Clarkston State Bank

Branding, Content Marketing, Email Marketing, Marketing Strategy, SEO, UX/Design

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.

Insurance

Quilt

Marketing Strategy, Paid Media Advertising, UX/Design

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.

Lending

Lendstream

Branding, UX/Design

In 2019, Lendstream connected with CSTMR to develop a brand strategy, identity, and their first website to launch a world-class SBA lending platform for small businesses.

Payments

Early Warning

Conversion Optimization, Paid Media Advertising

Early Warning partnered with CSTMR to develop, manage, and test an SEM program for their new Mobile Number Verification products following a recent acquisition.

Payments

Currencies Direct

Marketing Strategy

CSTMR provided market research, funnel analysis, and overall marketing strategy recommendations to help Currencies Direct better understand and optimize their market fit and customer acquisition funnel.

Banking

Tend

Email Marketing, Marketing Strategy, Paid Media Advertising, SEO, UX/Design

Motivated to make banking better through rewards and membership, Tend neobank worked with CSTMR to plan and design their first mobile app and go-to-market strategy.

Banking

Finastra

Marketing Strategy, Paid Media Advertising, SEO

In 2017, CSTMR teamed up with Finastra to help transition a legacy site into the Finastra brand by leveraging our SEO, content, and paid media advertising services.

Lending

SmartBiz

Conversion Optimization, Marketing Strategy, Paid Media Advertising

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

Cryptocurrency

Faldax

Content Marketing, Marketing Strategy, Paid Media Advertising, SEO

This new cryptocurrency exchange needed a solid go-to-market strategy supported by paid media, organic search, & content marketing in this highly regulated market.

Lending

Prudent Lenders

Marketing Strategy, SEO, UX/Design

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.

Okay, now let's generate a success story for you.

Whether it’s something as fundamental as mobile apps and web design, or as technical as conversion optimization and customer acquisition programs, our work is about making your organization thrive (and making you look good in the process).