How Crescent saved over $75k on content strategy and execution with Verbatim

Challenge

Crescent needed a content partner with deep fintech expertise and a playbook for scaling social proof

As a company whose most prominent competitors are well-established fintechs and legacy banks, Crescent knew how important social proof was in expanding its customer base.

Its team wanted to cultivate a content strategy that would help prospective customers understand the platform while highlighting wins from some of the company's existing clients. The only hurdle in their path? Finding the right content partner.

Because Crescent is a compliance-first platform, its team needed to find a content strategy and creation partner that could understand and convey its product and service benefits — within the context of regulatory controls.

Kathryn (Pauley) Schulte, Crescent's Head of Growth Operations, had tried to delegate and manage the work internally, but without standardized processes, lag times and complexities rendered the work unusable — and the invested time a loss. And while she considered a dedicated in-house hire, Kathryn's team didn't need enough content to justify such a role.

Fortunately, Kathryn was introduced to Verbatim and saw that the agency's content creation engine was exactly what Crescent needed.

"We needed to prioritize client interviews, testimonials, and case studies immediately. And in that area of content, it just didn't make sense to pursue other options like hiring in-house or retaining freelancers."

Solution

Verbatim navigates an evolving compliance terrain while keeping content on track

Within a few days of kicking off the partnership with Verbatim, Kathryn’s new content engine was already humming. She received a bespoke and ambitious content strategy, complete with an in-depth calendar and viable pitches that would effectively communicate Crescent’s value to prospects. Soon, the compliant and persuasive content Crescent needed began to materialize.

"They hit the ground running," she says. "After a mutual exchange of information, a few product demos, and client introductions, Verbatim took charge and began to execute."

To solidify Crescent's social proof, Verbatim conducted multiple interviews to draw out the quantifiable value that the fintech has created for its clients. During calls with guests, they uncovered several opportunities to showcase various use cases and tangible business results – real-world success stories that outshine technical, inhuman explainer content.

Crescent's team used quotes gathered from these interviews in a marketing campaign sent to 1,000 potential new clients. The testimonials provided vital social proof that effectively landed new accounts.

As the new content engine continued delivering assets, new complexities emerged in the form of regulatory updates. Changing rules involving disclosures and annotations threatened to complicate the new partnership's well-oiled rhythm. But instead of getting tripped up, Verbatim embraced the changes by absorbing the new information within the broader context of fintech-bank compliance controls and Crescent's increasing market penetration.

The result? A continuous (and uninterrupted) stream of premium content assets that have continued to drive qualified leads right to Crescent's doorstep.

"Verbatim captures the spirit of what we are trying to do. They marry a deep knowledge of the ever-changing compliance space with our team’s enthusiasm and our product's potential."

Results

Crescent's new content engine drives credibility and qualified inbound while saving internal resources

Kathryn couldn't be happier with Verbatim as a content partner. Crescent is building brand awareness, generating interest in its products, engaging prospects, and nurturing clients to become loyal — often referral-generating partners. "It's been a huge money and time saver," she says.

So far, Crescent has netted some impressive outcomes with Verbatim:

As Kathryn looks to the future, she's eager to continue working with Verbatim to increase Crescent's collective momentum even more.

"Verbatim multiplies the results we would have gotten had we kept ownership of our content in-house. Not only do they save us from sinking costs into more unpublishable content, they also inspire us to tackle new ideas."

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