Fintech marketing agency work that passes compliance review the first time
Financial products sell on trust and are advertised under some of the strictest rules online. Your marketer needs to grow sign ups while every claim, disclosure and targeting choice holds up to your compliance team.
Match quiz
Step 1 of 5 Step 2 of 5 Step 3 of 5 Step 4 of 5 Step 5 of 5
The quiz below starts with Fintech and financial services selected as the industry. Four questions left.
No account, no calls. Ad accounts stay in your name.
The match
Fit
Suggested plan
Fee band per month
Typical start
Budget split across channels
| Channel | Share |
|---|---|
First 30 days of scope
Weeks 3 to 12, KPIs and the second and third best profiles unlock when you send your brief.
Your brief is confirmed. You receive a written proposal by email within two business days.
Second and third best profiles
Live board
The eight marketer profiles, ranked by how well they fit your answers.
| # | Profile | Fit | Change |
|---|---|---|---|
Scores update with your answers. Fit is calculated in your browser from your answers. Nothing is sent until you choose to send a brief.
What fintech marketing has to account for
- 01Ad platforms require verification for many financial products and restrict some entirely
- 02Rates, fees and returns need clear disclosures wherever they appear
- 03Targeting for credit, lending and similar offers is limited by law and platform policy
- 04Sign up and verification steps are where most users drop off
What your matched marketer does
- Plans channels around what your licences and the platforms allow
- Writes ad and page copy with disclosures built in, ready for compliance review
- Tracks the full path from ad click to verified, funded account
- Builds onboarding emails that help users finish verification
- Produces trust content that explains fees, security and protections plainly
Fintech briefs usually match the Lifecycle and Email Specialist for activation or the B2B Demand Generation Lead for business products.
B2B Demand Generation Lead
- Fee band per month
- 4,800 to 9,600 USD
- Typical start
- 10 days
The first 90 days
-
Days 1 to 30
policy and licence review for each channel, funnel tracking to funded account, compliance workflow
-
Days 31 to 60
acquisition campaigns live, onboarding flow rebuilt
-
Days 61 to 90
cost per funded account by source, trust content published, next quarter plan
Which plan usually fits
A single product with one acquisition channel fits Specialist at 1,900 USD per month. Acquisition plus onboarding work, or several products, fits Channel Team at 4,800 USD per month. Regulated programs across markets often need Enterprise, with a security review included.
| Plan | Monthly | Annual prepay, per month |
|---|---|---|
| SpecialistOne channel, one matched specialist | 1,900 USD | 1,615 USD |
| Channel TeamTwo to three specialists, up to three channels, project lead | 4,800 USD | 4,080 USD |
| Growth BenchFull team across all channels, fractional marketing lead, weekly reporting | 9,600 USD | 8,160 USD |
| EnterpriseMulti brand or multi market programs | from 18,000 USD | Custom |
Frequently asked questions
Every asset goes through your approval workflow. Copy is drafted with disclosures in place, so reviews are faster and rounds are fewer.
We prepare the documents each platform asks for and submit them with you. Verification itself is granted by the platform.
No. Reporting uses aggregated funnel events. Customer records stay in your systems.
Related: saas marketing agency support for software led products and b2b marketing agency work for business finance tools.