Financial Services

FinTech Solutions Experts

Today’s financial services companies must navigate through a challenging environment of complex regulations, demanding consumers, and competition from tech-savvy challengers. At the same time, rapidly changing technology and consumer behaviors brings opportunity connect with customers and drive growth. C2G Partners can help you understand and capitalize on the real opportunities with emerging FinTech solutions. We help financial services companies acquire the right customers, increase loyalty and engagement and drive sales. We specialize marketing and analytics for companies in the area of banking, credit cards and payments.

Case Study

Business Challenge    

The client needed a consultant to serve as the interactive PMO providing key digital expertise on multiple projects from concept development through launch including testing and validation. The PMO needed to deliver a set of enhanced products that provided best in class client’s customers.

C2G Partners Solution

  • Added new capabilities to the client’s prepaid products and developed best-in-class digital experiences for the customers internally and externally
  • Delivered the strategy for integrating new capabilities into the client’s websites and worked with large cross-functional teams to manage and implement the capabilities.
  • Managed several projects end to end and saw the project through implementation, testing and launch including the removal of passport, critical site enhancements for tracking, compliance and marketing updates, and site experience management.
  • Responsible for the concept and delivery of the marketing site updates for all the products, as well as the user experience updates.
  • Incorporated the new features into existing sites, as well as the functional details of each new capability.
  • Worked closely with an agency to deliver business requirements, wireframes, user flows, design, content including site copy, error messages, Omniture, title tags, and functionality.
  • Provided an upfront strategy for overall online customer experience, user acceptance testing, and master plastic testing.


Wells Fargo
Focus Financial
DFA Capital Management
Thomson Reuters