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Case study — Fintech / SaaS

# Cascade Fintech: the build that paid for itself.

Cascade Fintech came to us as fintech / saas operators in Austin, USA with a problem that was costing them weekly. The program below is what moved their headline number: +178% demo requests.

Fig. 01 — WordPress Rebuild Austin, USA

Client
  Cascade Fintech
Year
  2024
Industry
  Fintech / SaaS
Location
  Austin, USA

01

The challenge

The old platform had become the constraint: every campaign request returned with a bigger estimate than the last, editors were afraid to touch templates, and performance audits read like disaster reports.

Internally the team had normalised the pain — minor changes routed through a two-week queue, three plugins conflicting in production, and a mobile experience costing more than it was ever quoted to prevent.

02

The approach

We rebuilt the platform on a lean, documented foundation: a custom theme with named tokens, native blocks instead of builder shortcodes, and an image pipeline sized by an actual device matrix.

Editorial independence shipped as training and guardrails — locked layouts where brand mattered, freedom where it didn't, and a runbook the team could follow without us on the call.

Post-launch, a four-week stabilisation window watched real-user vitals and error rates daily. What moved got tuned; what didn't was documented and left alone.

- Custom theme on versioned releases with one-command rollback
- Migration of all content, customers and history with a full 301 map
- Staging environment and a deployment runbook the client owns
- Analytics events re-instrumented with named owners

03

The results

R—01 1.8s Mobile LCP on production
R—02 +41% Form completion rate
R—03 -68% Plugin and app overhead
R—04 99.98% Uptime since launch

> For the first time in four years, the website is faster than our ideas for it.Sara Whitfield — Founder, Cascade Fintech

04

The gallery

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