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CartUnited

CartUnited

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Custom Shopify Store Setup for Financial Services Company

CartUnited Helps Financial Services Company Launch Shopify Store & Democratize Access to Physical Gold Ownership

Industry

Finance

Services

Shopify setup, product uploading, design, customization, plug-in implementation, API integrations, QA, and user testing.
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Background

A financial services company, specializing in alternative assets, wanted to launch a Shopify retail store to capitalize on their Skywards membership base. They hired CartUnited to set up the store, upload products, and implement custom features.

Objectives

The company aimed to offer their members a channel to buy Swiss Gold bars, earn miles from the purchase, and create a seamless shopping experience.

Solution

CartUnited's team of 2-5 employees worked closely with the client to deliver the project. The scope of work included:

  • Shopify store setup
  • Product upload with multiple variants and CMS pages
  • Design implementation with a pre-designed theme and branding
  • Custom account dashboard with features like "My Bars," "My Title of Ownership," and "My Invoices"
  • Customization of order logic and vault display
  • Notification system implementation
  • Extensions installation and configuration
  • Bug fixes and quality assurance
  • Third-party cookie integration
  • Shipping, payment gateway, and tax configuration
SCHEDULE A CALL

Results

CartUnited successfully delivered the project, meeting all the objectives and requirements. The measurable outcomes included:

  • Shopify store setup completion
  • Product upload and CMS pages
  • Design implementation
  • Custom account dashboard functionality
  • Customization of order logic and vault display
  • Notification system implementation
  • Extensions installation and configuration
  • Bug fixes
  • Third-party cookie integration
  • Shipping, payment gateway, and tax configuration
  • Quality assurance and user acceptance testing

Feedback

The client praised CartUnited's exceptional project management, citing Sanjana's attentiveness to their needs and her ability to manage timelines effectively. They also appreciated Ryan's strategic leadership and guidance throughout the project.
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Communication

The primary form of communication was virtual meetings, email, and messaging apps.

Unique Selling Point

CartUnited's unparalleled hunger and eagerness to take on the project, combined with their proactive approach, timely delivery, and attention to detail, made them a standout partner.

Conclusion

CartUnited successfully delivered a complex project, meeting the client's objectives and requirements. Their exceptional project management, attention to detail, and commitment to delivering exceptional results made them a valuable partner for the financial services company.

Client's Feedback

I was impressed with CartUnited's professionalism and expertise. They were excited to work with us and delivered a high-quality result. The team was attentive, kept the project on track, and communicated clearly. We're thrilled with the final result and highly recommend CartUnited.

Jeffrey Lacourse

Executive Director

Financial Services Co

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3524 Silverside Road Suite 35B, Wilmington, DE  19810-4929, United States

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