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.
- AI, Banking, SaaS, Technology
ValidMind
- Branding, Discovery Optimization (SEO/AEO/GEO), Marketing Strategy, 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
American Bankers Association
- Branding, Content Marketing, Email Marketing, Marketing Strategy, Multimedia, Performance Marketing, UX/Design, UX/UI 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
Kudzu
- Branding, Content Marketing, Discovery Optimzation, Email Marketing, Marketing Strategy, Social Media, UX/UI Design, Web Development
Kudzu is a digital finance app that gives consumers access to fee-free banking tools and financial literacy training. Its mission is to simplify finance and create pathways to financial growth for everyone.
- Lending, Mortgage
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.
- Insurance, SaaS
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
fusionIQ
- Content Marketing, Marketing Strategy, UX/Design, Web Development
FusionIQ is a digital wealth management technology company that provides financial institutions, advisors, and broker-dealers with a cloud-based investment platform. Its modular software enables firms to deliver self-directed investing, digital advice, automated onboarding, and advisor-led investment tools under their own brand.
- Fintech, Wealthtech
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, SaaS, Technology
VALT
- Brand Strategy, Discovery Optimization (SEO/AEO/GEO), Experience Design, Marketing Strategy, Performance Marketing, Social Media
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
Quontic
- Brand Strategy, Digital Advertisting, Discovery Optimization (AI/SEO), Marketing Strategy
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
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, Fintech
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
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, Lending, SaaS
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
Pursuit
- Branding, Content Marketing, Discovery Optimization (AI/SEO), Marketing Strategy, Paid Media Advertising, 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.
- Banking, Other
.Bank
- Branding, Conversion Optimization, Discovery Optimization (AI/SEO), Marketing Strategy, 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, Payments
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
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
- Discovery Optimization (AI/SEO), Marketing Strategy, Paid Media Advertising
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.
- Lending
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.
- Insurance
Acrisure
- Content Marketing, Conversion Optimization, Creative Strategy, Discovery Optimization (AI/SEO), Email Marketing, Marketing Strategy, Paid Media Advertising, Social Media, UX/Design
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).
