About GoingClear & our experience with finance related companies

As a digital agency who specializes in serving finance related companies, we lean on our years of experience to deliver better, tighter and more focused services to our clients. Whether it’s a finance company website redesign project, branding & creative project or our B2B SEO & flexible marketing support plans, our lens of understanding the nature of either non-lead gen based websites or different sales cycles, digital-friendly buyer journeys and critical need for segmenting & targeted messaging based on buyer types is key to delivering success through website redesign projects & website optimization services.

Key challenges GoingClear helps finance companies with

Website Redesign

Your company is going through a website redesign project

Ongoing Support

Your company needs ongoing website support & maintenance

Optimization & CRO

Your company wants to squeeze more value out of your website with Website Optimization & CRO

Branding & Messaging

Your company needs help with messaging, branding, & visual identity

Flexible Support

Your company needs flexible ongoing digital marketing & website support

B2B SEO

Your company needs help with B2B SEO Strategy and an ongoing B2B SEO partner to deliver on that strategy

Key benefits of GoingClear’s Finance & VC digital agency expertise

Deep expertise in designing & developing finance related websites since 2001
Complex website builds, web migrations and custom functionality is the norm for us when it comes to finance web projects
B2B SEO specialized for companies focusing on acquiring leads through organic traffic
Flexible marketing support plans built for B2B & finance related companies and their ongoing monthly needs
Branding, content and messaging services with a finance related lens
Delivering B2B video production services with our own in-house media studio, flexible for typical B2B video use cases (testimonials, interview style & more)

Types of finance companies we work with

Fintech
Venture Capital
Private Equity
Accelerators & Seed Startups
Wealth Management Firms
Hedge Fund Firms

Sample finance & VC website & digital projects by GoingClear

Underscore VC
Venture Capital Web Design & Web App Portal

Venture Capital Web Design & Web App Portal

Underscore VC

About Underscore VC

As a top Boston venture capital firm located at old city hall, Underscore VC exists to support the bold entrepreneurs who dare to build iconic companies and change our world for the better. Through their core community and talent, they take a founder first approach when it comes to their investing within their $225M under management. The Underscore team themselves is a huge asset to any portfolio company that gets involved with growing. With portfolio companies such as Mautic, Zaius and Salsify, they are future-friendly with their thesis / where they invest with areas focused on SaaS applications, cloud infrastructure, edge computing, B2B enterprise software with any combination of AI/ML, robotics, IoT, blockchain, computer vision, AR/VR and more.

How GoingClear Helped

Underscore VC needed the right Boston digital growth agency to take their vision and mission and turn it into a high-performance website and custom core member portal/logged in dashboard that would amplify their community along with support their portfolio companies and core community of experts and founders. Not only was a new website and dashboard portal needed, but the creativity, optimized mobile-friendly design thinking & web development elements were key to making this website project a success. We worked directly with the key marketing and related team members of Underscore VC and we’ll add that they have a fantastic team!

F-Prime
Interactive Fintech Index with Filters, Analysis & Reporting

Interactive Fintech Index with Filters, Analysis & Reporting

F-Prime

About F-Prime

F-Prime, based in Cambridge, but with offices in London and San Francisco, invests in healthcare and technology companies that impact lives all over the world and is owned by Fidelity Investments.

How GoingClear Helped

GoingClear’s project scope was to design the new Fintech Index full website page first working through the design phase of the multiple charts, graphics and page designed elements & sections, then once design was approved, GoingClear worked through the front-end coding and then continued to the back-end development, bringing all raw data to life through complex calculations & filters while using the D3 JavaScript library to leverage interactive charts that help communicate the key data points. It was a fun project and the F-Prime team was excellent to work with.

Want to dive deep into all the functionality within the new Fintech Index? Check out F-Prime’s substack introduction of the new Fintech Index here.

The purpose of the Fintech Index is to track and compare the performance of Fintech companies against other market indexes, including the NASDAQ and the S&P 500. The custom web development functionality also provides a deeper look into the companies included within the index, allowing users to compare the companies across several important metrics and sector benchmarks.

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Custom Web Development Project for a Fintech Financial Index
autoMHatic
Financial Services Marketing Website with nCino & PayNearMe Integration

Financial Services Marketing Website with nCino & PayNearMe Integration

autoMHatic

About autoMHatic

With over 40+ years since they started and over 1+ billion issued in successful home loans, autoMHatic is future-friendly and wanted to leverage digital to win. Everything they do is built upon one simple idea: that getting a manufactured home loan should be fast and easy. For them, speed, service, and solutions aren’t slogans. They are built into the DNA of their business.

How GoingClear Helped

GoingClear helped autoMHatic rebrand their new company, image and website presence through a modern new website that targets their core users. Part of the challenge was that it was important to the team at autoMHatic that they presented themsleves in a mobile optimized view along with having the right balance of photography and illustration. In addition to the user-journeys and high-fidelity design, another requirement was for custom PayNearMe account integration as well as an nCino integration via their API. All in all, it was a success and GoingClear continues to support and optimize their website presence.

"They were five star and we really enjoyed working with the GoingClear team."

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Safwan Zaheer
Chief Operating Officer
OpenView Venture Partners
SaaS Product Benchmarks Microsite

SaaS Product Benchmarks Microsite

OpenView Venture Partners

About OpenView Venture Partners

OpenView is an expansion focused venture capital company that offers a platform of customer acquisition, customer success, corporate development, product monetization and talent acquisition. Based in Boston, and focused on software companies, PLG or Product Led Growth is a key strategic go-to-market strategy that OpenView is fully supportive of and follows for success.

How GoingClear Helped

OpenView had exciting data to present for their 2020 SaaS Product Benchmarks Report. The end result was designing and developing an interactive microsite to present the data, engage the user with key takeaways and amplify charts and graphs to help bring the user down the page. In addition, with HubSpot integration to capture report requests, we have the success of this microsite being tracked as well.

Venture Lane
VC Accelerator & Studio Web Design & Development

VC Accelerator & Studio Web Design & Development

Venture Lane

About Venture Lane

Venture Lane accelerates high potential early stage B2B technology companies and their founders through a bespoke traction studio, the power of community, and a world class mentor and investor network.

How GoingClear Helped

GoingClear worked with the fantastic team at Venture Lane in Boston to design and develop a clear, Boston-focused, B2B-Tech hub community website. The goal was focused on taking them from their older WordPress template-based website into a fresh new website that helped their main target buyer personas advance to their next steps as clearly as possible through the optimized sitemap and navigation.

What we loved about the website project was that GoingClear really helped us on the strategic side but also on the content side and the outcome was not only the new website, but new positioning and website.

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Program Director & General Manager
Venture Lane - B2B Tech Startup Hub
VC Platform
Interactive Website with Compensation Calculator

Interactive Website with Compensation Calculator

VC Platform

About VC Platform

VC Platform’s vision is to collaboratively elevate the venture capital platform profession globally by recognizing and propagating standards of excellence in portfolio and firm management to benefit the member community, the portfolio companies they serve and the venture capital industry at large.

How GoingClear Helped

GoingClear helped VC Platform for another year in a row on designing and developing their annual compensation calculator. Platform is powerful and with not just sending another PDF report around their smart team decided to have the data and information presented in a one-page interactive microsite website. One of the heavily used part of this one-page is their interactive calculator to helps inform users what compensation looks like as a variety of filters can be choosen to understand better.

The purpose of the VC Compensation Report is to provide a comprehensive overview of Platform compensation, benefits, industry trends, and emerging practices across global venture firms. The survey covers over 700 respondents in platform roles at venture capital firms, and to present the data in an engaging and easy-to-understand manner, we utilized various charts covering all aspects of the report, as well as a dynamic calculator that reacts to user input.

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Overview of VC Platform Global Compensation Report Features
Posh AI
B2B Finance Web Redesign, Logo & Creative

B2B Finance Web Redesign, Logo & Creative

Posh AI

About Posh AI

Posh delivers 24/7 customer service with bank-savvy AI.  Posh powers smarter experiences across your site, app, banking portal, and phone. Actionable insights help create even stronger conversations over time. The Posh team is a team of natural language processing (NLP) scientists and is always pushing the field forward—all for the benefit of banking customers.

How GoingClear Helped

GoingClear partnered with Posh AI to first work on their rebrand to communicate their evolved, modern, and credible brand. With the initial visual identity finalized and running parallel, we worked together to redesign their B2B marketing website, sitemap/information architecture, and then fully integrated it into Webflow. Once their website was up, running, and conversion-friendly, we then worked together on sales enablement, branded design collateral, a targeted B2B SEO marketing campaign, and related ongoing digital optimization of their website & digital channels.

The process was extremely collaborative and very thorough.

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Shannon
Marketing Manager
OpenView Venture Partners
Financial & Operating Benchmarks Microsite

Financial & Operating Benchmarks Microsite

OpenView Venture Partners

About OpenView Venture Partners

OpenView is an expansion focused venture capital company that offers a platform of customer acquisition, customer success, corporate development, product monetization and talent acquisition. Based in Boston, and focused on software companies, PLG or Product Led Growth is a key strategic go-to-market strategy that OpenView is fully supportive of and follows for success.

How GoingClear Helped

OpenView Venture Partners had another exciting annual benchmark survey and report to communicate. It was for their 2021 Financial & Operating Benchmarks Report. The end result was designing and developing an interactive microsite to present the data, engage the user with key takeaways and amplify charts and graphs to help bring the user down the page. In addition, with HubSpot integration to capture report requests, we have the success of this microsite being tracked as well.

Client testimonials

Don’t take it from us, hear what our finance related website & digital agency services clients are saying.