Lead Generation Platform and Admin for FinTech Startup
Services Covered:

Industry
Financial Services
Duration
4 months
Budget
50K - 199K
Start Date
1 August 2015
Team Size
1-5 Employees
Engagement Model
Onshore
Project Capability Score (PCS)
76/100
Good
Project Capability Score (PCS) estimates how capable Kellton is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
Confidential
Project Summary
Kellton (formerly Tivix) built a lead-generation platform from scratch to support SEO and paid marketing, delivering a working prototype that incorporates a complex backend rule engine. The engagement produced a streamlined frontend and backend, an editable Wagtail-based admin for non-technical users, and a collaborative, transparent relationship noted for attention to detail and post-delivery support.
Key Challenges
- No working prototype or production code to implement the provided frontend and business logic
- Need to implement a complex backend rule engine that accounts for thousands of possible answer combinations
- Requirement to provide an admin/CMS usable by a non-technical founder for editing logic and copy
Project Deliverables
- Working prototype lead generation platform
- Backend rule engine handling thousands of possibilities
- Admin/CMS built with Wagtail for non-technical editing
- Clean frontend website design
- Roadmap of deliverables and implementation
Project Solution
They built the platform from scratch, developing a backend rule engine that accounted for thousands of possible answer permutations grouped into roughly 10–12 segments. The team implemented a Wagtail-based admin/CMS that allowed a non-technical founder to edit logic, text, and copy, and delivered a clean frontend. The engagement was staffed by a small team (three people) with regular daily standups and biweekly in-person meetings.
Project Outcome
- Delivered a user-friendly platform with a clean frontend design
- Implemented a reliable backend rule engine that exercised business logic
- Provided post-launch support and a roadmap of deliverables
- Project was considered a success despite a small budget overrun
Platforms
Web
Tech Stack
Django
Client Endorsement
Overall Review Rating
4.5
5 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“The finished site boasts a streamlined backend/frontend design and exercises the business logic reliably. Kellton's (formerly Tivix's) attention to detail, emphasis on transparency, and generosity with time contributed to a fruitful relationship.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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