Finance / Fintech Marketing
Compliant marketing programs for banks, lenders, wealth managers, and fintech platforms.
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.
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
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
Our process
A clear, predictable path from kickoff to outcomes.
Compliance and audit
We review current activity for risk and gaps.
Strategy
We design channels, segments, and content with compliance input.
Build
We produce creative, pages, and approval workflows.
Launch
We run campaigns with daily compliance and performance monitoring.
Report and refine
We track cost per funded account or qualified pipeline.
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
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.
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.
Related case studies
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ExploreFrequently asked questions
Quick answers to the questions we hear most.
Do you have experience with FCA or FINRA rules?
Can you get ads approved in restricted finance categories?
How do you measure ROI for finance products?
Will you work with our compliance team?
Do you support both consumer and B2B fintech?
Need compliant growth in financial services?
Speak with our team about a finance or fintech marketing program built for your regulators and buyers.