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Case Study · Fortune 500

Geo-Measurement &
$1B+ Pipeline Supported

Two years as the sole analytics & experimentation function for SVB'sStartup Banking division — building measurement infrastructure, designing 130+ experiments, and supporting decisions across a $1B+ pipeline.

CompanySilicon Valley Bank
RoleSenior Marketing Analyst — Growth & Experimentation
Period2021 – 2023
IndustryFinancial Services
01 · Geo-Experimentation

What the Control
Changed About the Decision

Leadership treated out-of-home advertising as a brand channel — something unmeasurable. I designed a comparative geo testacross Austin, Miami, and Seattle to find out whether the market-level evidence supported a broader investment.

I built an offline-to-online attribution pipeline for the campaignusing QR-enabled billboard tracking tied to CRM. All three markets grew, but the digital-only Seattle control grew fastest, so the result did not establish causal OOH lift. It did make direct responses traceable and gave leadership a more honest basis for the expansion decision.

Test MarketsAustin, Miami (OOH + Digital)
Control MarketSeattle (Digital Only)
Media MixAirports, Billboards, Taxis, Bus Stops, LinkedIn, Twitter
OutcomeMeasurement system built; causal lift not established
+97.8%
Web Traffic — Miami
+94.4%
Web Traffic — Austin
+114.3%
Web Traffic — Seattle (Control)
Methodology

The Experiment
Design

01 · Hypothesis

OOH drives measurable web traffic and CRM-attributable leads

The hypothesis wasn't just "billboards work" — it was that out-of-home media creates a measurable lift in web traffic, lead generation, and CRM pipeline when compared to a digital-only control market.

02 · Design

Matched-market geo comparison

Austin and Miami received the full media mix: airport displays, highway billboards, taxi wraps, bus stop posters, plus LinkedIn and Twitter. Seattle ran digital only. Markets were matched on startup density, VC activity, and SVB market share.

03 · Attribution

QR-enabled billboard tracking tied to CRM

Tracked placements used unique QR codes or market-specific URLs routing to dedicated landing pages. Those direct-response paths connected visits and downstream lead events to the CRM, creating a campaign-level offline-to-online attribution pipeline.

04 · Result

The control prevented an easy overclaim

Web traffic increased in every market, but Seattle's 114.3% increase exceeded Miami's 97.8% and Austin's 94.4%. That pattern did not prove incremental OOH lift. Leadership still used the complete campaign readout in follow-on planning, while the attribution system provided a stronger foundation for future tests.

Offline-to-online attribution pipeline built for the campaign
Observed market movement compared with a digital-only control
Test markets: Austin, Miami (OOH + Digital) vs Seattle (Digital Only)
Media: Airports, Billboards, Taxis, Bus Stops, LinkedIn, Twitter
Control market outgrew both OOH markets; no causal-lift claim
Presented and taught geo-experimentation methodology to 50+ marketers
The Creative, Per Market

One Campaign,
Three Cities

SVB was a household name in San Francisco, New York, and Boston — but nearly unknown to founders in the emerging hubs of Miami, Austin, and Seattle. Marketing answered with creative built on a local hook (Austin got "keep innovation weird") and city-specific landing pages fronted by local bankers. I designed the test that measured it: out-of-home ran in the test markets while Seattle stayed digital-only as the control. Tracked direct-response paths connected market-specific URLs or QR codes to web and CRM events; the separate geo comparison measured aggregate market movement.

02 · Startup Banking Growth

Supporting a $1B+ Pipeline
With Full-Funnel Analytics

$1B+
Startup Banking Pipeline Supported
691%
Web Traffic Growth
196%
Lead Quality Improvement
130+
Experiments Designed

Sole analytics function for SVB's entire Startup Banking division — owned both marketing analytics and product analytics end-to-end during the role.

Built the measurement infrastructure that tracked startup acquisition from first touch to funded account. Owned conversion funnel analytics, digital channel performance, and product usage data for a division serving thousands of VC-backed startups. Expanded into 4 new markets: Austin, Miami, Boston, Seattle.

22% YoY growth in new customer acquisition
23% increase in cross-sell conversion rates
20% reduction in cost per acquisition
25% lift in email open rates, 20% increase in CTR
85% reporting efficiency gain — replaced 6 manual reports with 1 Looker dashboard
Built NPS and CLV measurement systems from scratch
Infrastructure

What I Built
at SVB

Full-Funnel Attribution

First-touch to funded-account tracking across all digital channels. Connected marketing spend to actual banking relationships opened.

Looker Dashboard System

Replaced 6 manual reports with 1 unified Looker dashboard. 85% reporting efficiency gain. Self-serve analytics for the marketing team.

NPS & CLV Systems

Built Net Promoter Score and Customer Lifetime Value measurement from scratch. Connected satisfaction data to retention and expansion revenue.

Geo-Experimentation Framework

Offline-to-online attribution pipeline. Presented and taught geo-experimentation methodology to 50+ marketers. Replicable framework for future campaigns.

03 · Acquisition, Nurture & CLV

The Analytics Behind
the Rebrand

The Startup Banking segment — pre-Series A life science and technology founders — was under real pressure: neobanks like Mercury and Brex on one side, theJPMorgan-scale incumbents on the other. Marketing led a full rebrand and nurture program to stand out and sync with sales. The rebrand needed proof it worked.That was my half.

I built the analytics layer that made every initiative accountable — positioning, content, the nurture flows, and the banker-led outreach. If an initiative didn't move a tracked number, we changed it. The rebrand stopped being a matter of taste and became a matter of evidence.

+23%
Cross-Sell Conversion
+7%
Net Promoter Score
+5%
Customer Lifetime Value
Nurture

Industry- and stage-specific nurture, A/B-tested to the email

Founders who weren't sales-ready entered a nurture flow segmented by industry and fundraising stage. I ran it as an experiment — five emails, up to ten variants each — teaching founders how to evaluate a startup bank while warming the brand, so they arrived ready instead of cold. I owned the measurement framework, the guardrails, and the read on which flows actually converted.

Personalization

Banker-amplified, hyper-personalized existing-customer marketing

For existing accounts, the program amplified each account's assigned banker and served customized up-sell and cross-sell offers. Across the broader operating period, internal dashboards recorded +23% cross-sell conversion, +7% NPS, and +5% customer lifetime value. The available readout does not isolate those changes to this single personalization treatment.

Partner Sites

Experimentation on partner properties (Techstars, YC)

Beyond our own site, I ran experiments on the partner properties where founders first met the brand — testing where our lead capture sat, how our placement compared to competitors', and how to route the highest-intent founders straight into the sales pipeline.

Silicon Valley Bank Spark newsletter — the nurture-email creative behind the segmented, A/B-tested flow
The actual nurture email — SVB's Spark newsletter, one of the five-email, ten-variant flow I A/B-tested by industry and fundraising stage.
The Brand Campaign, Made Measurable

Proof, Not Just
Impressions

The broader startup campaign used two distinct evidence paths. Market-specific URLs and QR codes made some direct responses traceable to web and CRM events. A separate geo comparison evaluated aggregate market movement. Neither path made every exposure observable.

Former manager on the SVB work
“While I have worked with many marketing analysts over my career, Atticus Li stands out as one of the very best.”
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