Case Studies of Unrivaled Growth

Credent Wealth
Management

Making finance more human.

680%

growth

JAN FEB MAR APRIL MAY JUNE JULY DEC AUG SEPT OCT NOV $5M $10M $15M $20M $25M $30M $35M $40M The growth continues The Bolder inflection point

680% Growth = $14M
the first week of
Site launch

Shortly after the relaunch of the Credent website the company experienced significant business growth, demonstrating the power of cohesive branding and digital transformation.

The Scope

Rebrand Strategy

Brand Design Refresh

Website Strategy & Design

The Ask

Making Finance More Human

Credent was a thriving wealth management company looking to grow their clientele and move into new markets. While their site was informational, it lacked emotion, and the client wanted new messaging with more storytelling and an updated design to better reflect their relatability and engage potential clients.

Making Finance More Human

$14 million in one week.
In less than one year after launch of their new site, Credent has seen more traffic and an increase in inbound sales leads from one per month to an average of three per week. During one week in July 2024, they had over $14 million in opportunities come in from
the website.

We are really enjoying the new website. I’m a big fan of Team Bolder. I’ve worked with a lot of agencies and seldom had the experience I’ve had with the great folks you’ve got. I’m quite happy with the work you provided.”

– Chase Alley –

Director of Marketing, Credent WM

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