Scaling from Local Roots to a National Footprint
Industry
Financial Services
SERVICES PROVIDED
Digital Advertising
Paid Media Strategy
Social Media Management (Compliance-Focused)
Crowdfunding Marketing

Project Overview
The Challenge
Old Glory Bank had deep local roots but a bold vision—to transition from a regional bank to a nationally recognized financial institution. The challenge? Finding and engaging a captive audience willing to switch banks or open new accounts with them while also attracting investors to support their mission through a crowdfunding campaign.
While the bank had already crafted a compelling narrative tailored to a specific target audience, they needed help identifying and reaching those individuals. Brand awareness was their biggest hurdle, and our role was to bridge the gap between their mission and the right audience—ensuring potential customers not only knew about Old Glory Bank but were inspired to take action.
The Goal
The primary objective was to expand Old Glory Bank’s footprint nationwide by growing both its customer base and investment interest. This meant executing a dual-focused digital advertising strategy that would:
- Increase brand visibility and drive engagement with potential account holders.
- Generate investment interest by positioning Old Glory Bank as a mission-driven financial institution people could invest in through a crowdfunding campaign.
While specific KPIs were set internally, our overarching goal was to deliver scalable, data-driven campaigns that maximized reach, awareness, and action.
Our Approach
Strategy
We implemented a highly targeted digital advertising strategy designed to connect Old Glory Bank with individuals most likely to resonate with their mission and offerings. This included:
- Advanced audience targeting: Leveraging data analytics, we identified individuals who met financial qualifications and demonstrated real-time behavioral patterns indicating an interest in banking services as well as those likely to participate in a crowdfunding campaign to invest in the bank.
- Retargeting & behavioral insights: Using real-time tracking and analytics, we refined audience segments and optimized ad placements to engage the most interested users.
- Strategic media buys: We partnered with media outlets and platforms aligned with the bank’s mission to reinforce credibility and trust.
- Consistent organic social media presence: We maintained an active and engaging social media presence to establish credibility and trust with potential customers and investors, ensuring they saw a vibrant, responsive, and transparent bank they could confidently support.
- Regulatory compliance: Because financial services operate in a heavily regulated environment, compliance was at the forefront of our approach. Every ad, piece of copy, and creative asset underwent legal review to ensure alignment with industry regulations and ethical advertising practices.
Dual-Focused Execution
To support both the customer acquisition and crowdfunding efforts, we developed an integrated ad strategy that effectively targeted two key audiences:
- Potential banking customers – Engaging individuals who aligned with Old Glory Bank’s values and were likely to switch banks.
- Potential investors – Educating and attracting mission-driven individuals interested in participating in the crowdfunding investment opportunity.
For the crowdfunding campaign, we emphasized community ownership, positioning Old Glory Bank as a movement rather than just a financial institution. Our messaging reinforced the idea that customers weren’t just opening accounts—they had the opportunity to be part of something bigger.
We leaned heavily on the credibility of Old Glory Bank’s co-founders—John Rich, Dr. Ben Carson, Larry Elder, and Mary Fallin-Christensen—to drive engagement. Video content featuring them played a key role in both customer and investor-focused campaigns, creating trust and emotional connection.
Tools/Platforms
To maximize reach and optimize campaign performance, we executed ads across multiple digital channels, including:
- Google Ads & Meta Ads – Driving high-intent traffic through search and social.
- Rumble Ads & LinkedIn Ads – Reaching mission-aligned audiences and professionals.
- Real-time analytics dashboards – Utilizing Databox to track key performance metrics and adjust targeting strategies on the fly.
The Result
Impressions
25,000,000
Users
5,000,000
Our campaigns delivered over 25 million impressions to more than 5 million unique users across digital platforms, significantly expanding Old Glory Bank’s visibility.
- Brand awareness skyrocketed, with ads consistently reaching a highly relevant audience.
- Engagement surged, as more users interacted with the bank’s messaging and learned about its services.
- Investment interest increased significantly, successfully driving participation in the crowdfunding campaign.
By running parallel campaigns for customer acquisition and investment marketing, we ensured that Old Glory Bank not only gained new account holders but also attracted a passionate community of supporters eager to invest in its mission.
Conclusion
Biggest Takeaways
This project reinforced our expertise in navigating marketing for highly regulated industries. The need for precision in messaging, creative execution, and audience targeting underscored our ability to operate within strict compliance guidelines while still delivering impactful results.
Lessons & Successes
- Mission-Driven Marketing Wins: Audiences responded more to value-driven messaging than direct product promotion.
- Parallel Campaigns Drive Results: Running awareness and investment campaigns side by side allowed Old Glory Bank to grow both its customer base and investor participation.
- Compliance is Key: Understanding financial regulations and securing legal approvals made the difference between an ad campaign that worked and one that never got off the ground.