Generating leads for Cashera Capital involved a comprehensive approach that encompassed modernizing its website design, optimizing for SEO and user experience (UX/UI), integrating with paid advertising campaigns, and seamlessly connecting with a CRM featuring a bespoke underwriting system. This holistic strategy aimed to enhance brand visibility, attract targeted traffic, improve user engagement, and streamline client interactions while ensuring efficient underwriting processes. We were able to attract many B2B and B2C clients with the newly designed website and the easy to use three-step form to capture client data.