Web Logo NEW



Get small businesses to trust a new technology platform to handle their finances.


Finsync aimed to penetrate the market long dominated by Quickbooks, emphasizing to small businesses that a tech company still prioritized and valued human connection. To achieve this, Finsync forged partnerships with national banks, not solely to provide financial services but also to ensure there was a human presence within 50 miles of their customers. Despite these efforts, most people remained unaware of Finsync and its solution.


We conversed with the CEO, CMO, and Chief Creative Officer to define the brand and ascertain their preferences regarding its direction. From there, we developed a content style guide to further solidify the brand across all media channels. Subsequently, we crafted various campaign ideas aimed at highlighting key value propositions and entertaining the segment of small business owners we aimed to target.


After reviewing the various campaigns, the company heads instructed us to proceed with three videos that they would leverage to kickstart their three verticals. Firstly, a customer success story highlighting the struggles of many of the clients that use their software. Secondly, a video featuring one of the bankers who contributes to improving the lives of all the small businesses she interacts with. Lastly, a feature video showcasing the benefits of the CollectEarly product.