How Renovo uses Branded Gifting to Build Culture, Loyalty, and Operational Efficiency
CUSTOMER STORY
Building relationships, one gift at a time
When you’re in the business of relationships, the little things matter. For Renovo Financial—a private lender focused on real estate investors—every interaction is an opportunity to strengthen trust and loyalty.
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That’s why Renovo partnered with Giftagram to reimagine their approach to gifting—internally and externally. From welcoming new hires and celebrating client milestones to sending automated gifts through Salesforce, Renovo now has a streamlined, thoughtful system that makes it easy for every touchpoint to feel intentional.
Branded gifting that actually feels personal
Renovo collaborated with Giftagram to build a curated catalog of premium, Renovo-branded merchandise that reflects their culture, values, and the level of professionalism expected in every interaction.
Custom Patagonia vests, branded YETI tumblers, golf gear, tech accessories, hats, hoodies, and more—every item is selected to make people feel valued while proudly representing the Renovo brand.
“A thoughtful gift lets our clients know they matter.
That's always the goal for us.”
- Renovo Financial
Effortless gifting, built into the Salesforce workflow
Giftagram’s API-driven platform integrates directly with Salesforce, empowering teams to send curated gifts right from a Contact or Lead record. With one-click sending, automated tracking, and CRM-synced reporting, Giftagram makes gifting effortless, measurable, and perfectly aligned with your workflow.
One platform, multiple use cases
Giftagram’s flexible platform allows Renovo to support a wide range of gifting needs with one unified system—bringing consistency, convenience, and creativity under one roof.
1. New Hire Welcome Kits
Every new team member receives a curated Renovo-branded welcome gift, shipped directly to their home. It’s an easy way to make new hires feel appreciated from day one and immediately connect with company culture.
2. Client Milestones & Deal Closings
Loan officers can send curated gifts tied to client achievements and meaningful moments. Thoughtful packaging, branded member cards, and premium merchandise help reinforce who Renovo is and how they serve their clients.
3. Salesforce Integration for
Automated Gifting
With a custom Salesforce integration, sending a personalized gift email is as simple as closing out a deal. The entire process—from email delivery to gift redemption to shipping and tracking—happens automatically, without breaking workflow.
4. Ad Hoc Gifting, On Demand
Whether celebrating a successful project or simply strengthening a great relationship, loan officers can send gifts quickly and without dealing with inventory, shipping, or logistics.
5. Branded Merch for Events &
Campaigns
From company-wide incentives to market-specific events, Renovo utilizes the platform to maintain consistent branding and a seamless experience across all teams.
A seamless experience for recipients
Giftagram’s digital redemption process makes every gift feel effortless. Recipients receive a personalized email, choose their preferred item, enter their shipping details, and track their package—no upfront address is needed. It’s a smooth, high-touch experience that feels custom without adding operational burden.
Real results, company-wide impact
Renovo’s branded gifting strategy has become an important part of how they engage clients and support their team. The benefits reach across the organization:
Time saved for loan officers, marketing, and operations
A fully integrated and efficient Salesforce workflow.
A personalized gifting experience at scale
Consistent brand presentation across markets
Stronger client loyalty and deeper internal culture
“It’s simple, efficient, and delivers a premium experience every time. Our teams love it and our clients feel it.”
- Renovo Financial
Gifting that grows with the brand
Renovo’s partnership with Giftagram has grown into a scalable solution that supports a rapidly expanding business.
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From automated client touchpoints to thoughtful employee experiences, the gifting program reinforces what matters most: relationships.
In a fast-paced industry, the right gift at the right moment can make all the difference—and with Giftagram, Renovo delivers that experience with ease.
