COMPLIANT AND CONVINCING, IN THE SAME SENTENCE
FINANCE & FINTECH
Every promotion goes through approval before it goes out. Most agencies treat that as a brake. It's a brief, and campaigns written to it from the start move faster than the ones rewritten after.
Let's Define Terms
What is finance and fintech marketing?
In the UK, an invitation or inducement to engage in investment or credit activity is a financial promotion. It sits under section 21 of FSMA, the COBS rules, and the Consumer Duty on top. Website copy, an app screen, an email and a paid social post all count.
Everything must be fair, clear and not misleading. That's usually treated as a creative constraint, and it's the opposite. Vague copy is what fails, because it makes the reader work out what you meant. Precise copy passes approval faster and converts better, since the people who aren't right for the product rule themselves out before they cost you an acquisition.
Industry Snapshot
- Typical business models
- Lenders and brokers, wealth and investment platforms, insurers, payments and banking apps, B2B financial software
- Key channels
- Search, LinkedIn, partnerships and comparison sites, email, content
- Core KPIs
- Qualified leads, cost per funded account, activation rate, retention
Key Challenges
Four things that slow finance marketing down. Only one is the regulator.
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Creative velocity dies in approval
Every variant goes through a queue, so testing stops, and the account runs the same three ads for a year.
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The install isn't the customer
Downloads look healthy. Funded, activated accounts are a different and much smaller number.
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Comparison sites own the intent
The high-intent search is answered by an aggregator before anyone reaches your site.
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Trust takes longer than the campaign
Nobody moves their money in a week. Most measurement windows assume they will.
Turning Bottlenecks Into Growth Levers
What we'd change before the next campaign.
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Compliance as a brief
Risk wording, balance and substantiation built into the concept, so approval is a check rather than a rewrite.
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Measure the funded account
Tracking that follows the whole path to a customer who actually did the thing, not the one who tapped install.
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An argument aggregators can't make
Content that answers what a comparison table can't, which is the only reliable way past one.
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A realistic trust runway
Nurture and proof planned across the months the decision actually takes.
Service Ecosystem
Our Finance & Fintech Growth Stack
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Paid search and LinkedIn
Performance media across Meta, Google, and paid social, optimized specifically for ROAS - not just impressions or clicks.
Explore Paid Marketing -
SEO and content
Organic visibility that reduces long-term dependency on paid spend, compounding traffic that doesn't disappear when a campaign budget runs out.
Explore SEO Services -
Web development
Amazon and Flipkart listing optimization and ad management for brands running a hybrid D2C-plus-marketplace model.
Explore Marketplace Marketing -
Brand and strategy
Storefront builds and rebuilds structured around the purchase flow that converts, not the one that was inherited.
Explore Web Development -
Email and lifecycle
Email, SMS and lifecycle programmes that turn a first order into a second one without buying the customer again.
Explore Retention Marketing
Results From Our Work, Across Sectors
What "it worked" looked like the last few times.
- 3.4x Online revenue growth for a D2C food brand within two quarters
- 41% Increase in repeat purchase rate after a retention rebuild, same brand
Featured Case Studies
Breaking Down a High-Impact Project
Northfield Organics
From Retail Brand to D2C Growth Engine
The Problem
Strong five-year retail presence, almost no direct-to-consumer traffic or repeat purchase behavior online. Site conversion sat under 1%.
The Strategy
Repositioned the brand around freshness, direct sourcing, and subscription convenience - the things retail shelf space couldn't offer - before rebuilding the site or launching paid campaigns.
FAQs
Straight Answers, No Sales Layer
Do you understand the financial promotions rules?
Well enough to write to them and to know where the line sits. We aren't your compliance function and we don't approve promotions. What we do is bring you work that's built to pass rather than work that has to be salvaged.
Will compliance make the marketing boring?
Bad compliance does. Vague hedging is what makes copy timid, and timid copy underperforms. Precise, balanced copy usually improves lead quality, because the people who aren't right for the product self-select out early.
How do you work with our compliance team?
Early. They see the concept before production rather than the finished asset the day before launch. In practice that's the single biggest thing that changes how much work actually ships.
How quickly will we see results?
Paid gives a readable signal in four to six weeks. The number that matters, cost per funded and activated account, usually takes a full consideration cycle, which in this sector is longer than most.
What do you need from us to start?
Analytics and ad account access, your current approval process, and a straight answer on what a customer is worth once they've actually funded. Without that last number nobody can tell you what an acquisition is allowed to cost. --- ---