Charlotte, NC × full-service marketing agency

We Build
Charlotte Brands.

From Uptown bank towers to South End breweries, we give Charlotte companies one team for brand, creative, marketing and paid media, built for a fast-rising finance capital.

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Brand ManagementBrand ServicesCreative ServicesDesignMarketingPaid MediaInfluencer & Creator MarketingSEO & AI SearchEmail & SMS LifecycleConversion Rate OptimizationSocial Media ManagementE-commerceMarketplacesExperiential & EventsAnalytics & AttributionAI & Marketing AutomationWeb & App Development

Charlotte marketing agency

Marketing for the Queen City’s banking hub.

Charlotte is one of the nation’s largest banking centers, home to Bank of America and Truist, with Duke Energy, a deep motorsports industry, major health systems and a busy airport hub. Neighborhoods like South End and NoDa keep it young. We help Charlotte brands compete in a crowded, fast-growing market.

01

Banking & Fintech

Uptown banks and fintechs need brands that signal trust at first glance. We build them, with the web experience and paid media to convert.

02

Credit Unions

Charlotte credit unions compete with big-bank budgets on their own block. We bring deep credit union experience to brand, digital and paid media.

03

Energy & Utilities

Energy firms and their suppliers need to explain complex work to customers and communities. We create clear brands and campaigns that build trust.

04

Motorsports & Sports

Teams, suppliers and sponsors in the racing world compete for fans and partners. We deliver bold brands, video and paid media built for speed.

Services

Everything a brand needs. One team.

Six core services, backed by specialist practices from e-commerce to AI automation. All of it under one roof, from one team.

01

Brand Management

Ongoing stewardship of your brand, every channel, every month.

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02

Brand Services

Identity systems that own the room.

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03

Creative Services

Video, social, web and editorial that earns attention.

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04

Design

Web, graphic, digital and print that converts.

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05

Marketing

Full-funnel marketing strategy and execution.

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06

Paid Media

Paid social, search, display and OTT that pays for itself.

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Specialist practices
07

Influencer & Creator Marketing

Creator partnerships with real measurement.

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08

SEO & AI Search

Rank in Google and get cited by AI.

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09

Email & SMS Lifecycle

Automated flows that turn buyers into regulars.

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10

Conversion Rate Optimization

Testing programs that compound.

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11

Social Media Management

Community, content and culture, daily.

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12

E-commerce

Shopify and DTC storefronts engineered for revenue.

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13

Marketplaces

Marketplace storefronts and ads, run profitably.

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14

Experiential & Events

Activations, pop-ups and events people talk about.

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15

Analytics & Attribution

Dashboards and attribution you can act on.

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16

AI & Marketing Automation

AI systems that multiply your team.

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17

Web & App Development

Fast, custom sites and apps.

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Proof

Numbers that leave the atmosphere.

+340%

Average ROAS lift across paid programs

$120M+

Media planned and managed

2.1B

Impressions earned for clients

94%

Client retention, year over year

Selected work

Missions flown.

Fintech · Core processing
20+
Pages, custom-built, on budget
Fintech · Fraud prevention
Since 2023
Outsourced marketing lead
Insurance · Voluntary benefits
28.9%
Broker open rate, up from 21.0%
Web Design, WordPress Development

A referral from ToolCASE became a 20+ page custom WordPress rebuild for a national credit-union core provider: Partners directory, Events hub, Resources and a CMS a small marketing team can run, delivered within budget.

Marketing, Web, Creative, Email

ToolCASE’s outsourced marketing team: two websites, a steady thought-leadership pipeline on the fraud beat, email programs, enriched prospect lists, pitch decks and trade-press strategy that has Credit Union Times editors keeping Sam in mind as a source.

Brand Services, Web, Email & SMS, SEO

Three years as the marketing team: a collateral redesign, a rebuilt benadvance.com, 20+ association resource centers and a Mailchimp program whose engaged-broker segment opens at 47–50%. Resource-center traffic went from near zero to 15,800+ pageviews.

How we fly

Listen. Build. Launch. Scale.

01

Listen

Customers, culture, category. We study until the gap is obvious.

02

Build

Strategy, identity, content, systems. Built to spec and tested against reality.

03

Launch

Every channel lit at once, sequenced for ignition.

04

Scale

Measure, optimize, compound. The work gets better every week.

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