Transforming a financial services startup into a bold, tech-forward brand that makes doing taxes fun.
We reinvented the Formations brand to highlight it’s unique tech focus, while building a marketing team, deploying a new marketing strategy, creating alignment between the marketing, sales, and product teams, and launching a new cloud tax solution to a customer base that was unaware they had a problem in the first place.
242%
Increase in new customers
120%
Increase in unique website visitors
700%
Increase in social engagement
“Thank you all for the amazing work you did on this project. For the support, thoughtfulness, patience, and professionalism you have exhibited throughout the process. We appreciate you and your partnership. Daniel, you’ve been the leader and champion of this project from day one, and none of this could have happened without your hard work. Thank you!”
Services
Brand Strategy
Messaging & Positioning
Marketing Strategy
Demand Generation,
Product Marketing
Events & Sponsorships
Industry
Fintech, SAAS, Startup
Website
FormationsCorp.com
The Brief
Formations, a Seattle-based Fintech startup reimagining how self-employed professionals manage their taxes, wanted to differentiate themselves from your typical accounting firm as they looked to scale their SAAS business and transitioned to product-led growth.
The Strategy
The competitive landscape was a sea of sameness, so we leaned into bold colors, graphics, and iconic photography. It wasn’t enough to simply stand out visually, we also developed messaging that would resonate with self-employed professionals and make them aware of all the financial opportunities they were missing, but without stressing them out.
The Results
We launched a dynamic and exciting new brand with the flexibility to speak authentically across multiple audiences. Our work touched all aspects of the marketing funnel, including a new website, refreshed digital product experiences, advertising campaigns, webinar assets, live event kits, white papers, and a more delightful customer journey. With the new brand, marketing team, and strategy in place Formations is profitable and poised for their next round of funding.
