Image representing an online load portal

New Loan Portal and Inbound Marketing Initiative to Improve Usability and Increase Conversions

Ontario Finance Company


  • Automated Email Marketing Management
  • Custom Code Development
  • Customer Journey Mapping
  • Project Planning


We consulted our client on making it easier and faster for prospects to apply and receive a personal loan. Facing increased competition, our client wanted to provide better service that targeted the needs of their buyer persona to differentiate their business. Keeping that goal in mind, we developed a loan portal where clients can apply, be approved, and process their loan application fully online.

The Opportunity

Our client wanted to improve the way they serviced clients by developing a fully online loan portal to digitalize the loan application process.

We helped our client develop a new program and product, as well as consulted them on the integration of their new product to the existing brand.

How We Helped Them

We first helped our client strategize a way to deliver a new product and program efficiently and effectively for the loan registration process.

After specifying all project workflows and requirements in a detailed blueprint, our team of developers helped our client develop the online loan portal using PHP.

We managed the deployment process of the online loan portal and continuously test the product to ensure ongoing success.

Project Outcome

Our client enjoyed quick and consistent increased volumes of inbound loan applications following the deployment of the online loan portal.

We continue to work with the client to expand digital marketing efforts by focusing on implementing a inbound automated email marketing campaign to deliver value content and drive customer retention.