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We help financial companies grow San Francisco | Austin

CSTMR Overview

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Page 1: CSTMR Overview

We help financial companies grow

San Francisco | Austin

Page 2: CSTMR Overview

We are a design and marketing firm thatcreates and optimizes digital experiences for growth.

Page 3: CSTMR Overview

Web & Mobile Design/UX

Customer Acquisition

ConversionOptimization

TechnicalDevelopment

A Balance of Strategy & Execution

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Customer

A proven process for your growth

Process for iterating and scaling marketing to reduce costs and improve results

Value UX/Design

Deep understanding of

Financial Customers

(Needs, Motivations,

Triggers)

Ability to Surface and

communicate your unique

value to your target

audience(s)

Experts at leveraging

visual design, UX and

code dev to create digital

experiences that

promote action and

optimize conversions

Proven approach for

expanding and

validating new

acquisition channels to

acquire new customers

Structured process for

iterating and scaling your

marketing to reduce

costs and drive growth

Acquire Optimize

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Ideate Prioritize

Your Growth Engine

Our growth and optimization methodology organizes, prioritizes, measures and validates growth/marketing ideas to accelerate your company’s growth.

Implement & Measure

Validate Optimize

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Understand your customers, then build a preference for your product or service

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Design and build experiences that

engage and convert

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Increase engagement and funnel

velocity to optimize conversions

Page 9: CSTMR Overview

The Team

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The Team

Jack Macy Co-FounderProduct & Design/UX

Rory HollandFounder, CEO

Josh WendroffStrategy

& Marketing

Kevin Kaye Growth Marketing

& Optimization

Aileen Stephenson Project Management

& Client Success

RyanProject Manager/Customer Acquisition

DanielleCustomer Acquisition, Earned: SEO, content

PJ Customer Acquisition, Paid: Search, Social

KrisTechnology & Dev Lead

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Industry Experience

Validate all assumptions

Follow a good processFollow a good processFollow a good process

B2B + B2C

BankingCredit, Legal,

LendingInsurance

(consumer & commercial)Investing Payments

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Our Work

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Positioning/Messaging

Visual & UX design refresh

SEO strategy

Development

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New UX and visual design for iOS app, in-store kiosk and website for gift card marketplace

iPhone AppUX & visual design

In-Store KioskUX, visual design, and motion graphics

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New UX and visual design for iOS app, in-store kiosk and website for gift card marketplace

Responsive WebsiteUX & visual design

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Visual design refresh

UX/UI design & strategy

Conversion optimization

Collateral design

Page 18: CSTMR Overview

Advertiser/Partner development

Paid media campaigns

UX strategy

Visual design

Conversion optimization

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Branding development

New visual design

UX strategy

Copywriting

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New website design and UX for insurance product quoting and customer acquisition

Mobile-First: Renters InsuranceUX & visual design

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Paid media campaigns

Landing page design

Email marketing/design

Referral program

Conversion optimization

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Questions?

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Thank you!

Rory [email protected]

(415)805-6065

References available upon request