Digital Presence Steeple Market already has a solid digital foundation with WordPress, Yoast SEO and Google Analytics. There is an opportunity to optimize site performance, enhance SEO, and implement analytics-driven marketing automation to boost inbound leads and conversions.

Compliance & Security As a financial services company, strengthening compliance and security is critical. Proposals include cloud security hardening, data privacy controls, and ongoing threat monitoring to reduce risk and support regulatory readiness.

Tech Modernization The current stack relies on PHP and MySQL with a small team. Solutions such as managed hosting, security audits, automated backups, and API integration can free internal resources and improve reliability while enabling faster product iteration.

Local Growth Based in Fairfax, Vermont, there is potential to expand services across the New England region through targeted digital campaigns, local partnerships, and CRM-driven lead generation to accelerate growth.

Growth Financing With mid range revenue, there are opportunities to cross-sell financial products or tech-enabled services such as merchant services, lending solutions, or advisory platforms, bundled with onboarding automation to increase average deal value.