Frank Curzio (curzioresearch.com) is one of the leading financial markets experts in the USA. Frank hosts Wall Street Unplugged, the #1 “most listened-to” finance podcast on iTunes, featuring interviews with hedge fund managers, stock analysts and CEOs. Frank runs Curzio Research, an independent financial newsletter that publishes deep-dive market analyses, unique stock ideas, and offers investors the tools they need to generate market-beating returns.
Frank’s finance-related subject matter put him in a unique situation: some payment processors list financial advice as excluded in their terms of service. This, coupled with the fact that the payment processors were frequently overwhelmed by the volume of his transactions during a promotion, he needed a way to keep payment gateways open around the clock, and keep his customers happy.
We custom-built Frank’s platforms to deliver a seamless frontend experience for his customers, including developing:
- custom order forms for a unique product suite,
- bespoke payment processors for easy payment gateway switches,
- upsell and downsell pages to optimize conversions and conversion value,
- custom WordPress themes for the perfect look and functionality,
- automated email marketing systems to save time and money, and
- a premium members portal for his collection of products and publications.
We also built a custom reporting dashboard and integrated several third party tools into Frank’s tech stack, including ActiveCampaign, Rebilly, WPEngine, TUNE, Hyros, SendGrid and Facebook Ads, ensuring that his overall setup as efficient, integrated and easy to manage, and offered the best experience for his customers.
Can we do the same for you? Let’s talk >