
Founded in 2010, financialfootprint.com offers personal financial solutions and financial education tailored for young adults via a one-on-one guidance service. Using video chat, online chat, phone, and other media, the website matches trained Personal Finance Guides with clients on an individual basis, working around their schedules to offer quality and personalized financial guidance. They have combined this personalized service with a website filled with creatively written financial education content as well as a host of applications and tools to help manage one’s personal finances.
Captico worked with the founders across the Spring of 2010 to develop a website that provides a unique, personalized experience for young adults with custom built financial tools to empower customers to manage their finances. financialfootprint is currently sponsored by a number of Universities around the country as a recommended resource for their students.
financialfootprint also embarked on an SEO and social media engagement with Captico while the site was being developed- working to drive organic and viral traffic to the site at the launch to provide buzz and community growth. As part of this effort, Captico’s in-house videographer created a promotional commercial to coincide with the site launch.
“We couldn’t have asked for a better situation when it came to building our business. As our technology partner, Captico took a highly collaborative and creative approach to building our website solution, which served to cultivate the strong partnership we have today. They executed at a high level throughout the project, drawing from a versatile and talented team of developers, designers, business strategists, online marketers and videographers. At every turn they were meticulous in understanding the nuances of our business, diligently problem solving on our behalf, in order to ultimately deliver us a high-quality product.”
David Ng, Co-Founder and Senior Vice President, financialfootprint
Custom tools were created for this site such as:
-An interactive scheduling calendar that shows the availability of financialfootprint guides pulling from their various personal and work calendars
- A student loan application that provides users with scenarios to manage their payback schedules
- An innovative budgeting worksheet tool (the bUdg) empowering users to quickly get a view of their finances
- A back-end dashboard for personal finance guides that allows them to manage upcoming appointments and information about their clients









