We're Not Traditional Consultants.
We're Growth Operators.
Built by FI insiders who got tired of watching good institutions struggle with execution. We don't just advise—we build, implement, and deliver results.
Born From Frustration
OUR STORY
Elevate FI was founded on a simple observation: FIs like credit unions are investing millions in digital transformation and seeing minimal returns.
Not because they lack vision. Not because they don't care about members. But because they're caught in an impossible trap: Big consulting firms leave them with strategy decks they can't execute. Technology vendors sell them tools they can't integrate. Marketing agencies run campaigns that don't build sustainable growth.
Meanwhile, the big banks are eating their lunch. Gen Z thinks credit unions are irrelevant. Member engagement is declining. And leadership teams are frustrated watching their transformation budgets disappear with nothing to show for it.
“We started Elevate FI because we knew there was a better way. Certain FIs needed partners who could actually execute—who understood their unique challenges, spoke their language, and delivered measurable results. Not more PowerPoints. Real growth engines.”
So we built a different kind of consultancy. One that combines deep financial institution expertise with modern growth practices. One that embeds with teams, builds systems, and transfers knowledge. One that gets paid when you see results, not when we deliver a report.
We're challenger consultants serving challenger FIs that refuse to be invisible.
Meet the Co-Founders
Mark Deep
Co-Founder & Partner
Mark is a marketing and product growth leader and former Chief Marketing Officer of Canada’s largest and most successful challenger bank. With experience advising both disruptors and traditional financial institutions, he has built customer acquisition engines at scale, led customer experience transformations, and developed and scaled products to drive loyalty.
His work sits at the intersection of customer insight, product strategy, and brand building—helping organizations sharpen value propositions, improve digital journeys, and align teams around what customers truly need.
Today, Mark partners with leadership teams to design and accelerate scalable growth engines, integrating brand positioning, go-to-market strategy, lifecycle marketing, and experience design into systems that perform—so teams move faster, execute smarter and grow with purpose.
Co-Founder & Partner
Louis Cho
Louis was Chief Experience Officer at one of Canada's largest credit unions and one of Canada's largest national professional associations, where he led customer experience strategy and digital transformation at institutional scale.
He's spent his career at leading brands building systems that turn customer insights into measurable business outcomes. As a CX expert, Louis understands the gap between what customers need and what organizations actually deliver, and he knows how to close it through systematic design and execution. He's implemented experience frameworks, digital journeys, and engagement systems across organizations ranging from startups to established institutions.
Louis brings the customer-centric thinking and execution rigor that ensures growth systems acquire the right customers and keep them engaged over the long term.
OUR ADVANTAGE
Why FIs Choose Us
🏦 We're Insiders
We've held the same positions you have. We understand your constraints, your culture, and your unique challenges. We don't learn on your dime.
🎯 We're Specialized
We only work with FIs. We're not generalists trying to apply other strategies to your unique sector model.
🔧 We Execute
We don't just recommend—we build, implement, test, and optimize. You get working systems, not recommendations. Real deliverables, not decks.
📈 We're Data-Driven
Every decision backed by data. Every outcome measured. We track CAC, LTV, churn, conversion rates, and engagement metrics that actually matter.
🤝 We Transfer Knowledge
Your team gets stronger when we leave. We train, document, and empower your people to run what we build. You're not dependent on us.
💰 We Share Risk
Our fees are tied to your results. We establish baseline metrics and guarantee improvement. If we don't deliver, we keep working until we do.
WHAT WE STAND FOR
Our Operating Principles
01
Member-First, Always
We never compromise member experience for short-term gains. Every strategy we build starts with "Is this good for members?" If the answer is no, we don't do it.
02
Results Over Rhetoric
We're measured by outcomes, not deliverables. A beautiful strategy deck means nothing if it doesn't drive measurable growth. We ship working systems, not presentations.
03
Brutal Honesty
We tell you what you need to hear, not what you want to hear. If your strategy is flawed, we say so. If you're wasting money, we call it out. Candor over politeness.
04
Teach, Don't Hoard
We're not interested in creating dependency. We document everything, train your team, and transfer knowledge. Our goal is to make you self-sufficient, not reliant.
05
Move Fast, Learn Faster
Perfect is the enemy of done. We build, test, learn, and iterate. Quick wins fund big bets. Momentum beats perfection every time.
06
One Client at a Time
We limit engagements to maintain quality. You're not a line item in a portfolio—you're a partner who gets our full attention and best work.
TRACK RECORD
Results That Speak
Average improvements for FIs in the first 12 months
-64%
CAC Reduction
From $180 to $65 average cost to acquire a new member
2.5X
Products Per Member
From 1.3 to 2.8 products, dramatically increasing LTV
+118%
Conversion Rate
From 28% to 61% application completion rate
+86%
Activation Rate
From 42% to 78% of new members actively using accounts
-43%
Churn Reduction
From 12% to 7% annual churn rate
+71%
LTV Increase
From $2,400 to $4,100 lifetime value per member
Ready to Build Real Growth ?
Let's talk about where you're stuck, what success looks like, and how we can help you get there.
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