Driving efficient acquisition and long-term value for a digital-first bank.

Bluevine is a fintech company building digital-first banking solutions for small businesses. Since 2021, we’ve partnered with Bluevine on a number of projects across several disciplines: strategy, positioning, UX and growth.

🔓 Efficient growth by focusing the brand and optimizing for customer quality, not just volume. By identifying early indicators of high-value SMB customers, Bluevine could shift messaging and media investment toward signals that predicted long-term value.

Surveyed over 300 small business owners across the U.S. to understand their banking habits and relationships with the financial services industry. We uncovered insights that were pivotal in content hierarchy and updated brand positioning.

Wireframed and refined the user journey, navigation, sitemap and partnered with designers and developers to bring the journey to life.

Facilitated a group of 10 small business owner beta testers over the course of 7 months, gaining significant insights into their financial practices, while also providing creative feedback at every step of the brand identity creative process. For more about our visual rebrand work, check out our creative partner BUCK’s case study here.

Created a new growth centric KPI to track leading indicators of more efficient high value acquisition.

Proposed a number of tactical paid media experiments to acquire high value segments more efficiently built on creative and audience testing. Vetted and streamlined onboarding of new martech vendors to assist. Prioritized experiments with quick feedback loops to ensure overall efficiency.