Case Study: Cultivating a Data-Driven Marketing Approach to Small Business Lending

Community Reinvestment Fund, USA (CRF) develops products and services for small businesses, increasing the flow of capital to historically underinvested communities across the country. CRF recently developed Connect2Capital, an online marketplace that leverages a simple, user-friendly pre-qualification process to match un- and underbanked small businesses with CRF’s network of responsible lenders.

To develop the compelling brand and messaging strategy, CRF needed to better understand the lives of small business owners, their mindsets, and their aspirations. the Financial Health Network was tasked with helping CRF define, size, and categorize the underserved small business market, and provided insights for targeting them.

Read the full case study to learn about our approach and outcomes.