Case Studies

  • Khan Academy logo on a blue background.

    Better Money Habits - Khan Academy and Bank of America

    Produced Better Money Habits campaigns in partnership with Khan Academy, expanding financial literacy outreach to millions of customers.

  • U.S. Small Business Administration logo with blue and red elements and text

    SBA Loan Origination Growth

    Drove SBA origination growth with targeted campaigns and broker/channel programs, sustaining Live Oak’s #1 ranking in SBA 7(a) lending nationwide (multiple years, ~$2B annual volume in 2024).

  • Merrill logo with a bull symbol and the text 'MERRILL, A BANK OF AMERICA COMPANY'

    Merrill Lynch Advertising and Sponsorship

    Executed multi million dollar advertising campaigns for Merrill Lynch for new customer acquisition. Drove over 50 Million impressions for the wealth management brands (U.S. Trust, Merrill Edge and Merrill Lynch.

  • Apiture logo on a orange background.

    Apiture Digital Banking Launch

    Launched Apiture, establishing them as the go-to-brand in digital banking, with awards from IBS Intelligence, Banking Tech, Datos Matrix, & Finovate.

  • Canapi logo

    Canapi Ventures Naming & Branding

    Launched Canapi Ventures brand, raising $545M in its inaugural fund and $750M in Fund II. Differentiated Canapi as bank friendly, establishing it’s unique bank-backed funding model, the Canapi Alliance.

  • Synply logo

    Synply Brand Launch

    Launched Synply brand, a loan syndications management platform, driving a $4.8M seed round funding.