Empowering Financial Services with Digital Solutions
Transforming the way you manage, grow, and protect your financial assets with our bespoke digital strategies.
Navigating the Financial Landscape with Precision
The financial services industry demands agility, accuracy, and innovation. Our solutions are designed to meet these needs, providing robust tools and strategies to streamline your operations and enhance client satisfaction.
In the dynamic world of financial services, staying ahead means leveraging technology and data to your advantage. We understand the complexities of financial regulations, client expectations, and market fluctuations. Our tailored solutions ensure that you have the tools and insights needed to make informed decisions, optimize operations, and drive growth.
Expertise That DrivesFinancial Success
Combining deep industry knowledge with advanced technology to deliver exceptional results. With extensive experience in financial services, we offer specialized expertise in:
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Regulatory Compliance
Ensuring your operations adhere to the latest financial regulations.
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Client Relationship Management
Enhancing client engagement through sophisticated CRM solutions.
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Data Analytics
Leveraging data to uncover insights and drive strategic decisions.
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Cybersecurity
Protecting sensitive financial information with state-of-the-art security measures.
Tailored Services forFinancial Excellence
Comprehensive solutions to address all aspects of your financial operations. Our service offerings include:
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Financial Software Development
Custom applications to streamline financial operations.
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Risk Management Solutions
Tools to identify and mitigate financial risks.
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Compliance Solutions
Systems to ensure adherence to financial regulations.
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Client Onboarding Systems
Efficient processes for new client integration.
Proven Success in Financial Services
Real-world examples of how our solutions have transformed financial operations.
Equity: Leveling Up the Nation’s Leading Borrower Experience
Scaling Engagement Through Advanced CRM and Webinar Strategy
As Agency of Record, we optimized Equity’s entire marketing stack, from establishing a cutting-edge CRM to streamlining their collateral. Our targeted digital campaigns transformed their outreach, resulting in high-capacity webinars with 200+ attendees and an industry-leading 40% conversion rate.
The Barnstable Mutual Insurance Co.: Modernizing Legacy Communications
Technical Infrastructure Upgrades for Superior Agent Engagement
We serve as Barnstable’s strategic partner for long-term digital evolution, including a major Guidewire software upgrade that enhanced core UI/UX functionality. Our continuous optimization of their agent email ecosystem has yielded exceptional results, with campaign open rates frequently peaking at 57.9%.
Trove: Discovering Financial Freedom Through LifePrint™ Planning
Bridging the Gap Between Policy Expectations and Real-World Results
Our ongoing partnership with Trove focuses on highlighting their “LifePrint™” process and underwriting advocacy. Through expert web strategy and policy management content, we help families and businesses discover lasting financial impact and attractive alternatives to traditional insurance surrenders.
What Our Clients Say
Hear directly from our clients about their experiences and the results we’ve achieved for them.
“Working with Figmints was a fabulous experience in community teamwork. We handle many projects and work with many vendors, but we found the Figmints staff to be especially exciting and full of fresh ideas. It’s amazing that this project was completed so quickly, so professionally, and so beautifully. We knew right away that Figmints was the right team. They brought excitement, knowledge, and fresh, innovative ideas.”
Karen Frederick | CEO, Community Teamwork
“After poring through the proposals, we came up with three very, very strong candidates. But when we met in person, it was the Figmints staff who really blew us away. We knew where we wanted to go, and with Figmints’ help we got there. I couldn’t recommend them more highly.”
Cheryl Amey | CPO
“We knew we needed to restyle our brand, redefine what it was to be “Custom Built”. We found Figmints and they have been nothing but the best. I would have no hesitation recommending them to anyone who’s looking for a great company to work with.”
Johnny Gardner | General Manager, Custom Built
“My organization is working with Figmints for our rebranding initiative and it has been a great experience. We began with interviews and surveys to try and capture the heart of what we were trying to communicate. From there, Figmints surveyed our target demographic for name ideas, presented logo designs and is working on our website. At every stage we had ongoing communication, regular meetings, great input and felt listened to. I truly could not be happier with the experience. Thank you to the folks at Figmints. We are fans! We had a very clear sense that James and his team really understood our clients. I would totally recommend Figmints for anyone that was looking for this kind of work.”
Rachel Nguyen | Exec. Director, Harmony
“I was watching a video online at one of our partner sites and I saw an amazing presentation and I said, who did this? and when I looked into it I found Figmints and I went to their website and was really impressed by their portfolio. We did a complete rebranding of our website, of our logos and all our product videos and Figmints worked with us every step of the way to make it a fun and enjoyable process and I think the results speak for themselves.”
Aaron Stine | Senior Vice President, Identifi
“Working with Figmints has definitely been a joy. The thing I’m most impressed with is how they legitimately wanted to get to know me and my business. I went to them and they worked countless hours branding me, creating this beautiful logo that really does say who I am. It was beautiful to work with someone like that. Someone that really wanted me to succeed and didn’t just want to get me in and get me out. It’s a good situation. I was definitely more than pleased.”
Austin Evers | Founder, Woodwork @17th
“At Envisionable we’re really concerned about helping people execute on their vision, and a key piece to that is really understanding your brand story and Figmints is amazing at doing that, helping to extract out what your story is so you can communicate that to your customers in a visual way. They don’t just have the talent from a visual perspective, in other words creating your website and creating your brand, but they understand how to take data, manipulate it and use it so they can create the right strategies to generate leads and costumers. Figmints has the data and the knowledge to continually evolve their strategies, literally month by month. They’re the team to do it and I would unquestionably recommend them for your marketing agency. “
John Boudreau | Founder & CEO, Envisionable
Trusted by Industry Leaders
Our partnerships and certifications reflect our commitment to excellence and industry standards.
Questions
People Ask Us
The honest answers, before we ever start working together.
Can you work within our compliance review process?
Yes, and we plan for it from day one. We build review cycles into the timeline, keep a clear record of what was approved and when, and write in a way that gives your compliance team less to redline in the first place.
How do you handle regulated claims and performance data?
Carefully. We source every figure, keep disclosures where they belong, and never let a design decision push required language somewhere a regulator would not accept.
Is client data secure on the platforms you build?
Security is part of the build, not an afterthought. We architect for data protection, follow current best practices for encryption and access control, and work with your IT and risk teams rather than around them.
Do you build client portals and onboarding systems?
Yes. Secure client portals, onboarding flows, and CRM integrations are a core part of what we deliver for financial services firms, alongside the public-facing site.
Our brand is conservative by necessity. Can you work inside that?
Trust is the product in financial services, and we design accordingly. Modern does not have to mean loud. Our job is to make you feel current and credible at the same time.
Can you generate qualified leads for an advisory firm?
Yes, through a combination of search, targeted content, and nurture systems that respect a long, relationship-driven sales cycle. We measure the meeting, not the click.
Ready to Elevate Your Financial Services?
Contact us today for a free consultation and discover how we can help you achieve your financial goals.
