Insights that get results

Consumer Financial is a full-service marketing firm that provides financial services companies worldwide with the insights and tools they need to succeed.
 

OUR DIFFERENCE

By being intellectually curious, fiercely pragmatic, and rigorous in our pursuit of results, we help clients discover and implement on-target solutions to get where they want to go.
Financial Services Expertise
For more than 25 years we’ve had a singular focus—financial services. Our mastery is deep and nuanced. Our professional connections are extensive and highly knowledgeable.
A Proven Approach
With 1,000s of challenging projects under our belt, we’ve perfected an inquiry-driven methodology that delivers results. We know how to get things done.
Measurable Impact
We regularly surpass our clients’ targets with our winning B2C and B2B sales and marketing programs. Ask us
 how our omni-channel creative can help you move the needle.

TESTIMONIALS

     Consumer Financial helped us define a brand new business, including its value proposition and our go-to-market strategy and collateral. The business went from $0 to $100M+ in 18 months. Consumer Financial delivered measurable impact—we easily got a 100x ROI by partnering with them.”

— Director

      Over the past two decades I’ve used Consumer Financial for numerous projects, both strategic and tactical. I’m always impressed with their ability to listen carefully. Their work never disappoints—it’s thoughtfully planned, efficiently executed and, most importantly, it always moves me closer to the outcomes I’m after. They’ve helped me save millions of dollars. I look forward to working with

them in the years ahead.

— Chief Risk Officer

 

CAPABILITIES

STRATEGY DEVELOPMENT

INTELLIGENCE & INSIGHTS

PRODUCT DEFINITION

SALES & CLIENT EXPERIENCE

OMNI-CHANNEL CREATIVE

At Consumer Financial, we create strategies that are well-grounded, measurable, and easy to translate into a set of achievable goals. To ensure successful implementation, we take into account leadership dynamics, resource availability, market dynamics, opportunity size, and more.

Strategy Development
Student Loan Account Opening Experience
 

CLIENTS

Since 1994, Consumer Financial has teamed with the world’s leading financial companies to help them set strategies, gain insights, and pursue new avenues of growth.
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LEADERSHIP

The professionals at Consumer Financial have a vast and diverse well of knowledge and talent. We are MBAs and PhDs, engineers and artists, community advocates and former bankers. And we share a common purpose: to use our know-how to help ignite growth for our clients’ businesses.
Loy Sheflott
CEO and Founder
Shauna Lawry
Director of International Services
Stacy Leier-Valentine
Managing Principal
Joan Warren
Creative Director, Writer
Molly Shilman
Head of Research and Content
Stuart Silberman
Creative Director, Design
 

CONTACT US

Phone

+1 510.596.4100

 

Fax

+1 510.596.4105

 

Email

info@consumerfinancial.com

Headquarters
1500 Park Avenue, #116
Emeryville, CA 94608

 

Satellite Locations
New York
Los Angeles
Paris