Conversion Optimization and Digital Growth for Early Stage and Fast-Growth Fintech and Financial Services Companies

1. Conversion Optimization | Design, UX | Development
Overview

2. Your best customers are out there,
just waitingto be discovered

3. Who We Are
We are a growth marketing, design and optimization
firm that creates and optimizes digital experiences
for growth.

4. What We Do
With proven UX design and optimization services that marry strategy, execution
and a focus on performance metrics, we engage B2B and B2C customers from first
touch to conversion with marketing and digital experiences that build your brand,
improve engagement and drive growth.
Web & Mobile
Design
Customer
Acquisition
Conversion
Optimization
Technical
Development

5. Our Core Team
Jack Macy Co-Founder
Product & Design/UX
Rory Holland
Founder, CEO
Josh Wendroff
Strategy
& Marketing
Kevin Kaye
Growth Marketing
& Optimization
Aileen Stephenson
Project Management
& Client Success

6. Create messages and designs that build
a preference for your product or service

7. What makes CSTMR
different?
Customer
Value
Design
Validate
Optimize
Deep understanding of Financial Customers
(Needs, Motivations, Triggers)
Ability to Surface and communicate your
unique value to your Financial Buyer(s)
Experts at leveraging visual design, UX and
code dev to create digital experiences that
promote action and optimize conversions
Proven approach for testing new ideas and
validating new opportunities for optimization
and growth
Structured process for iterating and scaling
your marketing to reduce costs and drive
growth

8. Increase engagement and funnel
velocity to optimizeconversions

9. Growth Marketing
Growth Values
Validate all
assumptions
Validate
quickly
Follow a good
process
Be data
driven

10. The Growth Engine
A growth testing and optimization methodology
that organizes, prioritizes, and validates
growth/marketing ideas.

11. Two Pieces of The Growth Engine:
1. THE METHODOLOGY
2. THE WORKBOOK

13. Benefits of the Growth Engine Approach:
1. Malleable. Can be adapted to fit a business at any stage.
2. Prioritizes growth/marketing ideas.
3. Organizes growth/marketing team around a central
methodology.
4. Compounds learning for accelerated growth.
5. Tracks progress for easy reporting and communication.
6. Focuses growth/marketing team around specific goals and
objectives.
7. Validates ideas and opportunities in a methodical fashion.

14. Design and build experiences that
engage and convert

15. Design UX
Focus on the
audience
Tell a good
story
Be creative
and practical
Be cohesive
and consistent
Design Values

16. Our Approach to Design UX
What
is this?
Why
should I use it?
How
do I use it?
UX/Design: Core Usability Questions

17. Some of Our Work

18. Positioning/Messaging
Visual & UX design refresh
SEO strategy
Development

19. New UX and visual design for iOS app, in-store kiosk and website for gift card marketplace
iPhone App
UX & visual design
In-Store Kiosk
UX, visual design, and motion graphics

20. New UX and visual design for iOS app, in-store kiosk and website for gift card marketplace
Responsive Website
UX & visual design

21. Visual design refresh
UX/UI design & strategy
SEO strategy
Conversion optimization

22. Branding development
New visual design
UX strategy
Copywriting

23. Advertiser/Partner development
Paid media campaigns
UX strategy
Visual design
Conversion optimization

24. New website design and UX for insurance product quoting and customer acquisition
Mobile-First: Renters Insurance
UX & visual design

25. Paid media campaigns
Landing page design
Email marketing/design
Referral program
Conversion optimization

26. Ready to put a
plan together?

27. Let’s Talk!
Rory Holland
rory@cstmr.com
(925)768-5700
References available upon request