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Digital Marketing

Finance / Fintech Marketing

Compliant marketing programs for banks, lenders, wealth managers, and fintech platforms.

Overview

What we deliver

We run finance and fintech marketing programs across SEO, paid, and content with FCA, FINRA, and ASIC awareness, focused on qualified consumer and B2B pipeline.

Financial marketing has tight rules and skeptical audiences. We work with banks, lenders, wealth managers, accounting firms, and fintech platforms to build programs that grow customer acquisition and B2B pipeline while staying within FCA, FINRA, ASIC, and SEC guidelines. For consumer-facing firms we run paid search, content, and comparison-driven SEO that captures intent moments like remortgaging, refinancing, or switching providers. For B2B fintech and infrastructure providers we run demand generation, ABM, and analyst engagement aimed at CFOs, treasurers, and platform decision makers. We help build approval workflows, claim substantiation, and disclosure templates that pass internal compliance the first time. Reporting covers cost per funded account, qualified institutional pipeline, and lifetime value where data permits. The result is a measurable, defensible marketing program that grows the book or pipeline without putting your authorization or reputation at risk.

Fit Check

Built for teams like yours

Who it's for

  • Banks and credit unions
  • Lenders and brokers
  • Wealth and asset managers
  • Accounting and tax firms
  • Fintech and payments platforms

Pain points we solve

  • Compliance teams blocking campaigns
  • Generic creative not converting
  • High cost per funded account
  • Weak organic share for category terms
  • Slow approval cycles delaying launches
What's included

Capabilities

Everything we cover in this engagement.

  • SEO for category and comparison terms
  • Paid search and social in regulated categories
  • Compliance-ready landing pages
  • Disclosure and disclaimer templates
  • Lifecycle email and onboarding flows
  • B2B demand generation for fintech
  • ABM for institutional sales
  • Analyst and PR engagement
  • CRM and consent management
  • Reporting tied to funded accounts or contracts
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Compliance and audit

We review current activity for risk and gaps.

02

Strategy

We design channels, segments, and content with compliance input.

03

Build

We produce creative, pages, and approval workflows.

04

Launch

We run campaigns with daily compliance and performance monitoring.

05

Report and refine

We track cost per funded account or qualified pipeline.

What you get

Deliverables & outcomes

What you get

  • Approved campaign creative library
  • Compliance documentation and templates
  • Live paid and SEO campaigns
  • Onboarding and lifecycle flows
  • ABM and event playbooks where relevant
  • Monthly performance and compliance report

Outcomes you can expect

  • Lower cost per funded account or lead
  • Faster approval cycles
  • Stronger category search visibility
  • Improved consumer onboarding completion
  • Clear pipeline reporting for sales-led fintech
Timeline

6 to 8 weeks to launch, ongoing monthly retainer

Engagement

Monthly retainer, Annual compliance plus growth program, Project-based campaign

Tools we use

HubSpot, Salesforce Financial Services Cloud, Google Ads, Microsoft Ads, LinkedIn Ads, Ahrefs, Webflow, OneTrust, GA4

KPIs we track

Cost per funded account, application completion, approval rate, qualified B2B opportunities, pipeline value, organic visibility

Client stories

What clients say

"

We were paying three agencies and a lifecycle freelancer to argue over attribution. RevoraOps absorbed all of it in 30 days, killed our worst-performing Meta ad sets, and rebuilt the welcome flow from scratch. CAC dropped 31 percent in the first full month. Honestly the relief of having one weekly call instead of four was worth it alone.

Megan W.
"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Do you have experience with FCA or FINRA rules?
Yes. We work within FCA, FINRA, ASIC, and Canadian provincial rules, including financial promotions, suitability, and disclosure requirements.
Can you get ads approved in restricted finance categories?
Yes. We complete platform verifications such as Google Ads financial product certification and build creative that passes review the first time.
How do you measure ROI for finance products?
We track from click to funded account or signed contract using server-side events and CRM integration, respecting consent and privacy rules.
Will you work with our compliance team?
Yes. We treat compliance as a partner, build approval workflows together, and document everything we publish.
Do you support both consumer and B2B fintech?
Yes. We run consumer acquisition programs and B2B demand generation and ABM for fintech infrastructure and platforms.

Need compliant growth in financial services?

Speak with our team about a finance or fintech marketing program built for your regulators and buyers.