Challenge

Cove Financial was developed as an online mortgage alternative program, versus a traditional brick-and-mortar banking model. This business approach required a sophisticated lead generation, affiliate marketing and online advertising solution to attract, convert and acquire customers nationwide. Perfectial was the perfect fit with expertise in the .Net framework, REST interface development and integration of external marketing automation and programmatic ad platforms.

Solution

RESTful Integration & Customized Marketing Analytics Dashboard: Perfectial crafted Cove's complex technical architecture by integrating Marketo’s marketing automation analytics, DataXu’s ad optimization platform performance data and sitewide search engine traffic analytics using a RESTful interface. Additionally, Perfectial created a consolidation algorithm that allows Cove’s executives to view program performance across disparate platforms, tools and data feeds in one unified dashboard. Cove’s Key, Self-Serve Mortgage Qualification: Perfectial’s team worked with Cove to elaborate requirements for customer facing website functionality to ensure the mortgage seeker could successfully perform a “selfserve” mortgage qualification and application online. The result: development of the customized “Financial Check-up” calculator, the foundation of Cove’s Mortgage Alternative Program. Also, Perfectial’s QA team ensured all integrations and reporting analytics could manage millions of unique visits per month. Results 5 million unique visitors a month consolidated with Perfectial’s lead merging algorithm 40% savings in development costs annually due to hybrid outsourcing model 25% improvement of ad conversion effectiveness due to retargeting / remarketing via third-party services