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.
- Credit
- / B2B, B2C
GreenPath
- Case Study development, Content writing and design, Discovery Optimization, Email Strategy, Public Relations, Social Media Design, Strategy, video editing
GreenPath Financial Wellness is a national non-profit organization dedicated to empowering people to lead financially healthy lives. They offer credit and debt counseling, debt management plans, housing counseling, and financial education, while partnering with financial institutions to deliver comprehensive wellness solutions.
- AI, Banking, RegTech, SaaS
- / B2B
ValidMind
- Brand Strategy, Content Marketing, Experience Design, Marketing Strategy, Performance Marketing, SEO, Social Media Marketing, UX/Design, Web Development
ValidMind is an early-stage B2B business with a mission to ensure the regulatory and reputational integrity of all AI models for every financial institution.
- Banking
- / B2B
American Bankers Association
- Branding, Content Marketing, Email Marketing, Marketing Strategy, Multimedia, Performance Marketing, UX/Design
American Bankers Association is the largest national trade association for banks of all sizes. They offer government advocacy, compliance support, training, and a community of peers for bank leaders and employees.
- Banking, Fintech, SaaS
- / B2B, B2C
Kudzu
- Brand Strategy, Content Marketing, Experience Design, Marketing Strategy, SEO, Social Media Marketing, UX/Design, Web Development
Kudzu is the online banking app that gives you to the tools, support and peace of mind to spend, save and plan your financial future — no jargon, no judgement.
- Lending, Mortgage
- / B2C
LoanDepot
- Email Marketing, Marketing Strategy, Web Development
loanDepot is a major non-bank retail mortgage lender that provides direct-to-consumer home financing solutions. The company offers a range of financial products including purchase mortgages, home refinancing, home equity loans (HELOCs), and personal loans through its proprietary digital technology platforms.
- Fintech, Insurance, SaaS
- / B2B
QuoteWell
- Branding, Content Marketing, Discovery Optimzation, Email Marketing, Marketing Strategy, Performance Marketing, Social Media, UX/UI Design, Web Development
QuoteWell is a wholesale insurance brokerage using technology to simplify the process of complex insurance placements. They’re on a mission to give retail agents and producers powerful tools to build their portfolios and careers.
- Banking, Fintech, Wealthtech
- / B2B
fusionIQ
- Brand Strategy, Content Marketing, Marketing Strategy, Performance Marketing, SEO, Social Media Marketing, UX/Design, Website content
FusionIQ is a digital wealth management platform. They make it easy for institutions and financial advisors to be digital wealth leaders. FusionIQ One is the most comprehensive cloud-native wealth management platform available, seamlessly integrating four modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – through one digital workflow to empower investors and advisors.
- Banking, Fintech, Wealthtech
- / B2B
Wealth Access
- Branding, Marketing Strategy, Paid Media Advertising, Social Media
Wealth Access is a fintech company that provides a connected data intelligence platform for financial institutions and wealth management firms. Its software unifies fragmented data from banking, trust, brokerage, and legacy core systems to give advisors and clients a consolidated, real-time view of their full financial picture.
- Banking, Fintech, SaaS
- / B2B
VALT
- Brand Strategy, Content Marketing, Experience Design, Marketing Strategy, SEO, Social Media Marketing, UX/Design, Web Development
VALT makes banking uncomplicated for small to midsized businesses. Our intuitive user experience and transparent, customer-first approach simplify banking—saving time, building trust, and giving our customers the financial confidence to thrive.
- Banking, Lending, Mortgage
- / B2B, B2C
Quontic
- Brand Strategy, Digital Advertising, Marketing Strategy, SEO
Quontic is the only all-digital CDFI bank based in the US. They help creditworthy borrowers get home loans by using the deposits from our award-winning and highly rated accounts to finance the homeownership dreams of low-income families, immigrants, people of color, small business owners, and those who are unable to obtain mortgage loans through traditional lending channels.
- Investing
- / B2C
Real Trading
- Content Marketing, Marketing Strategy, Paid Media Advertising, SEO, Social Media Marketing, UX/Design, Web Development
Real Trading is one of the world’s largest true proprietary trading firms. We have more than 3,000 traders operating in 90 countries and making trades on more than 50 global markets. With the support of our parent company, Select Vantage, Inc., Real Trading has the resources and vision for long-term growth.
- AI, Banking, Fintech, SaaS
- / B2B
nCino
- Branding, Marketing Strategy
nCino is a financial technology company that provides a cloud-based software platform for banks and credit unions. Its platform uses artificial intelligence and workflow automation to streamline commercial lending, consumer banking, mortgage processing, and account opening.
- Credit, Lending
- / B2B
hansa
- Brand Strategy, Content Marketing, Marketing Strategy, SEO Paid Social Media, Social Media Marketing
Hansa offers a small business assistant that helps small business owners improve their access to capital, save time and money, and have peace of mind that their business finances are set up for the future.
- AI, Fintech, Lending, SaaS
- / B2B
Bankuity
- Branding, Marketing Strategy, Website Design and Development
Bankuity redefines creditworthiness by examining the full spectrum of an applicant’s financial behavior through their bank transactions. Transforming transactional IBV data into a dynamic dataset that reduces credit risk, enhances revenue, and reduces operating costs throughout the customer lifecycle.
- Lending
- / B2B
Pursuit
- Brand Strategy, Content Marketing, Customer acquisition, Experience Design, Marketing Strategy, Paid Media Advertising, SEO, Social Media Marketing
At Pursuit, our mission is simple: we’re empowering businesses in all communities by providing access to affordable loans and resources so that they can reach higher, transform, and grow. This transformation may start with an individual borrower, but ultimately extends into the broader community, taking shape as new employment opportunities, economic development, and positive change
- Banking, Other
- / B2B
.Bank
- Brand Strategy, Content Marketing, Marketing Strategy, Performance Marketing, SEO, Social Media Marketing
Branding, Conversion Optimization, Discovery Optimization (AI/SEO), Marketing Strategy, Social Media, UX/Design, Web Development
- Payments
- / B2B
AccessOne
- Branding, Discovery Optimization (AI/SEO), Marketing Strategy, 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
- / B2B
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
- / B2C
UniTeller
- Content Marketing, Customer acquisition, Marketing Strategy, Paid Media Advertising, SEO, Social Media Marketing
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
- / B2C
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.
- Lending
- / B2B
Nexi
- Branding, Content Marketing, Discovery Optimization (AI/SEO), Marketing Strategy, Social Media, UX/Design, Web Development
A new brand and a brand new marketing effort for a new approach to business lending.
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).