Build Trust and Confidence Through Tangible Experiences
Deliver Clarity, Connection, and Confidence in a Box.
Finance Institutions
Whether you’re an accounting firm, financial advisor, or fintech platform, your greatest asset is trust. A custom box experience reinforces your expertise, simplifies complex services, and creates a lasting impression, helping clients feel more confident, informed, and connected from day one.
Finance can be overwhelming, but your customer experience doesn’t have to be. Whether you're onboarding a new client, educating teams, or running a referral campaign, a box experience helps you build loyalty and reduce friction at key moments in the financial journey.
Custom Box Agency helps financial institutions create purposeful, strategic boxes that transform transactional moments into relationship-building experiences, both for internal stakeholders and external clients.
How to Use Finance Products
Onboard New Clients
Simplify services and set expectations with a clear, confidence-building starter kit.
Educate Teams
Train employees or partners on systems, protocols, or regulatory changes through guided materials.
Engage High-Value Clients
Send personalized financial planning tools or milestone recognition gifts.
Promote New Services
Launch a new product or package with a teaser box that builds anticipation.
Drive Referrals
Thank loyal clients or partners with a custom appreciation box that invites sharing.
What’s Inside a Financial Box
Personalized welcome letter and client roadmap
Printed financial planners, calendars, or service guides
Branded folders, calculators, or premium writing tools
Explainer booklets or visual models of services
QR codes to digital tools, dashboards, or onboarding videos
Swag or gifting items to show appreciation
We Help Design Financial Experiences
Each box is carefully curated to reflect your brand, mission, and the specific outcomes you’re trying to achieve.
How It Works
1.
Phase One
Activate
We delve into your business strategy and help you identify a product blueprint that aligns with your goals.
2.
Phase Two
Build
We bring to life the product that we designed in Phase One, including the product design so it’s ready for production.
3.
Phase Three
Produce
We manufacture, assemble, and package the product so it’s ready for market.
Optional
4.
Phase Four
Deliver
We store your product and ship it directly to recipients or provide bulk delivery options.
Results from the Field
“Custom Box Agency is the absolute best at really understanding that in today’s marketplace, it really is all about the experience. One out of every three buyers of our box started posting about it on social media in a very positive way.
This was without us even asking about it.”
— Daniel Den
Ideas That Influence
“Custom Box Agency is just such an amazing resource for really up leveling that whole experience for your clients and turning them into raving fans and advocates. Since implementing the CBA box in our events, our conversion actually almost doubled. So this has definitely been a big up level for us and I just absolutely love it.”
— Penelope Jane Smith
Real Prosperity
“Since working with CBA, we have had so much clarity. It’s not only been in the form of what we give our clients with the box, it also has transcended everything that we’re doing with our brand. That is something that really puts the human back into your business. It gives you that real, tangible thing, and that’s something that can’t be created with AI.”
— Molly Mahoney
Social Sales Stars
“Custom Box Agency is superior at taking all of the logistical stuff that’s not any fun in putting together a box experience, and making it super easy and super simple to grab onto and and make it real. I had heard nothing but good things about CBA. What I thought I was getting was a box. What I got was an experience based solution that works.”
— Bud Heaton
IUL Insiders
“CBA made hiring effortless and got us the perfect fit. They stepped in with a proven process — from sourcing and screening to vetting and initial interviews. They helped us narrow the list to the best candidates so we hired exactly the right person. If you’re expanding your team, CBA is the strategic partner you want in your corner.”
— EJ Stern
Fractional CMO
Why Custom Box Agency
We’re one of the few agencies in the world that combines game design strategy with end-to-end production and fulfillment.
Strategy-First Approach for all of our Custom Built Products
150+ Products and Customer Experiences Created since 2020
Trusted by Professional Organizations, Industry Leaders, and Entrepreneurs
One-Stop Solution for Product Strategy, Development, Design, Production, Warehousing, and Shipping
Let’s Make Magic Happen Together
Book a Call
Give your customers experiences they’ll never forget.
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