Case Study: Moneytree saves time and creates on-brand assets with Canva

Moneytree saves same-day support time with Canva

Moneytree, a fintech company offering a personal financial management app and an enterprise data platform, faced a challenge in creating high-quality, on-brand sales and marketing assets at scale. Following a rebrand, its lean marketing team was overwhelmed with requests, risking brand consistency and quality, especially for presentations to traditional financial clients. The vendor, Canva, provided its easy-to-use design platform to solve this problem.

The solution involved using Canva to create a library of branded templates with controlled access, empowering Moneytree's sales team to make their own edits and designs within brand guidelines. This drastically sped up the creation process, saved the marketing team significant time, and ensured all presentations were compelling and on-brand. Canva's support and multilingual interface were also noted as key benefits.

Moneytree