CASE STUDY
SavvyMoney
Challenge
A fintech based in the Bay Area, SavvyMoney had just received an infusion of private equity capital. Although the company had strong relationships with small to mid-sized credit unions and banks, the fintech was looking to move upstream and create in-roads with larger financial institutions. The problem was the company still had a start-up look and feel. The task was to elevate the brand and create consistency across all touchpoints to establish SavvyMoney as a trusted authority.
Result
The company now has a brand with a commanding presence. By arriving at the brand through a highly collaborative process, all stakeholders are invested and ready to take the market by storm.
KNOW YOUR TRUE STORY
• Competitive Brand Analysis
• Stakeholder Questionnaires
• Stakeholder Workshop
• Brand Platform
TELL YOUR TRUE STORY
• Messaging Framework
• Logo & Identity System
• Brand Playbook
• Corporate Website
LIVE YOUR TRUE STORY
• Tradeshow Booth
• Sales Toolkit
• Testimonial Videos
• Mission & Values
“We loved working with True Story. Through an incredibly collaborative process, they helped us dig deeply to discover what makes us, us. Their energy captivated our team and inspired brand ambassadors across the company — teeing us up to win bigger opportunities.”
CHRIS FRAENZA, CHIEF REVENUE OFFICER
Our process in action.
Our intensive two-day brand workshop brought together 30 voices from across the company. Representatives from sales, engineering, product development, marketing, and admin collectively shared their thoughts in a highly facilitated, visual environment that empowered real-time innovation.
Telling the full story.
To create a full brand presence, we rolled up our sleeves in a close engagement with the company’s internal marketing team. We revamped all of the parts and pieces — from sales “battle cards” to pitch demo decks to testimonial videos — ensuring the sales team had what they needed to land “bigger fish.”
Launching a “workhorse website.”
Knowing that the corporate website would be the hub of all marketing materials, we dug deeply to fine tune the messaging and design across all pages. Blending the tech visuals of an API stream with a human face helped drive home the company’s commitment to best-in-class products along with best-in-class customer service.
