The marketing lead for a fintech fraud platform.
ToolCASE LLC (Greenwood Village, CO) makes RembrandtAi®, a real-time AI fraud detection and automated-action platform for credit unions and financial institutions, integrated with Corelation KeyStone, Jack Henry Symitar and Fiserv DNA. Parker Levi has been its outsourced marketing lead since 2023.
- Client
- ToolCASE LLC
- Industry
- Fintech · Fraud prevention
- Services
- Marketing, web, creative, email, PR
- Engagement
- Ongoing partnership since 2023
Where we started.
A small B2B fintech with a strong product story but no in-house marketing team. They needed a consistent presence on the credit-union fraud beat, clean lead data for outreach, sales collateral, and a way to get in front of trade press, all from one partner, without hiring.
The work.
Websites
Built and maintain rembrandtai.com and toolcase.com, including the July 2026 homepage update for the Release 10 “automated real-time action” positioning ahead of the Allied Solutions and Corelation webinars.
Thought leadership
A steady article pipeline since 2023: a FedNow piece co-branded with Allied Solutions, “Financial Institutions Need Life Support,” “Synthetic Identity Fraud in 2025,” “ATM Jackpotting,” “Fraud Will Remain a Top Banking Threat in 2026,” and “The $30 Identity Crisis.”
Campaigns to Corelation clients and prospects: “Why Banks Are Prioritizing AI Fraud Protection in 2026,” Executive Forum follow-ups, “Budget Season Last Call,” conference follow-ups and the FraudCast podcast promo.
Lead data
Conference and prospect lists cleaned and enriched: ePay attendee emails taken from 30+ to 80; 537 emails appended to a scrubbed list within the hour; Nacha Payments lists enriched; an Enriched Leads master with DNC flags; a credit-union target list over $400M in assets.
Collateral
The RembrandtAi pitch deck, re-templated for the Allied Solutions partnership; conference booth backdrop, banners and table cloth; the Corelation KeyBridge certification listing.
Trade press
Credit Union Times sponsorship options priced with Arc Network, then a direct pitch to CU Times editors positioning Sam as an expert source.
What moved.
Credit Union Times’ executive editor responded to the editorial pitch: “AI and fraud are two hot topics for us on the editorial side, so we’ll definitely keep Sam in mind as a source for future stories, podcasts, webcasts and Q&As.” ToolCASE became a Certified Corelation KeyBridge Partner in April 2026 with Parker Levi supplying the listing and messaging, and the RembrandtAi website is the reason Corelation hired Parker Levi for its own rebuild.
From the client.
Yes, we did receive this, thank you for reaching out and for the thorough introduction! … let’s keep in touch!
Cool. That was fast.
I’ve had decent success from the emails.