As fintech and financial services companies, you’re not selling shoes or fast food; you’re asking your customers to trust you with their money and investments. You probably know better than anyone what a hard task this is, right?
So, how do you get potential customers to trust your innovation in a sector that thrives on security and reliability? Some companies prefer to keep their marketing in-house for more control, but not everyone has the resources or expertise to handle the complexities of financial marketing. That’s when outsourcing to a specialized marketing agency becomes a smart move—whether you need full-service support or just want to externalize specific parts of your strategy. But not just any agency—the right one.
Here you will find a carefully curated selection of marketing agencies that are either specialized in the financial industry or have an established reputation in this sector.
Table of Contents
1. CSTMR
As a specialized fintech-focused marketing and design agency, CSTMR has a strong data-driven strategy, helping financial services companies—from startups to established brands—achieve significant growth through tailored marketing campaigns.
The agency’s services span multiple areas, including user experience (UX) design, conversion rate optimization (CRO), SEO, and paid media advertising. What sets them apart is their focus on designing marketing strategies that cater to both short-term gains and long-term scalability, ensuring businesses are equipped to meet changing market dynamics.
The agency works closely with clients to align marketing strategies with their business goals, using a highly collaborative approach. This allows them to create personalized campaigns that resonate with their target audiences. CSTMR’s in-depth industry knowledge enables them to craft marketing solutions that comply with fintech regulations while addressing customer pain points. Their expertise in the financial services sector helps them tackle complex marketing challenges, offering insights into both B2C and B2B customer acquisition strategies.
CSTMR’s unique approach involves leveraging technology and analytics to ensure all marketing efforts are measurable and adaptable. Their success is reflected in their ability to continually optimize campaigns to improve ROI for clients. Whether it’s building a fintech brand from scratch or scaling an existing company, CSTMR’s holistic approach ensures consistent business growth through creative and practical marketing solutions.
- Specialty: SEO, paid media campaigns, CRO, UX design.
- Clients: LendingTree, Credit Karma, SELFi
- Why choose them: CSTMR is a top choice for fintech companies that need comprehensive, results-driven marketing strategies. Their focus on data, technology, and scalability ensures that businesses not only grow but thrive in a competitive market. Their expertise in understanding fintech regulations and customer behavior makes them a strong partner for growth.
2. Walker Sands
Walker Sands is an award-winning B2B marketing agency that specializes in delivering high-impact digital marketing strategies for fintech and other industries. Walker Sands is known for its ability to combine creativity with data-driven marketing.
They offer a full range of services, including demand generation, public relations, branding, and web development. The agency’s deep experience in the fintech sector has helped them master the art of simplifying complex financial concepts to create engaging marketing campaigns that resonate with B2B audiences.
Walker Sands takes a multidisciplinary approach to marketing, ensuring that each campaign is tailored to the specific goals of its clients. By integrating PR, digital strategy, and branding, Walker Sands has helped many fintech companies increase their visibility, attract more leads, and drive revenue growth. Their expertise in demand generation and B2B marketing allows them to deliver targeted campaigns that appeal to both decision-makers and end-users in the financial services space.
The agency has earned numerous accolades and continues to be a leader across the board for fintech companies. By leveraging their understanding of fintech products, data, and market trends, Walker Sands provides clients with campaigns that not only build brand awareness but also lead to real business outcomes. Their experience with high-profile fintech clients demonstrates their ability to drive growth and achieve substantial ROI.
- Specialty: Demand generation, PR, branding.
- Clients: Bill.com, Worldpay, Finicity, HyperWallet
- Why choose them: Walker Sands is an ideal partner for fintech companies that need a multi-pronged approach to digital marketing. Their expertise in combining creativity with analytical rigor makes them a top choice for B2B fintech brands looking to grow their market share and drive real, measurable results.
3. Inbound FinTech
As their name suggests, Inbound FinTech specializes in inbound marketing strategies for fintech and financial services businesses. As a HubSpot Elite Solutions Partner, IFT provides services such as SEO, PPC, content marketing, and lead generation, all tailored to the fintech industry.
The agency’s focus on data and analytics has enabled it to deliver consistently high results for its clients, helping them attract and convert leads efficiently. They’re known for its methodical approach to inbound marketing, focusing on creating content that educates and engages target audiences while optimizing sales funnels for higher conversions.
One of IFT’s standout offerings is their expertise in using the HubSpot CRM platform to streamline customer acquisition and retention strategies. They are particularly skilled in managing complex PPC campaigns and implementing SEO strategies that increase search visibility for fintech companies. Their campaigns are supported by thorough market research and customer data analysis, allowing them to refine their approach based on real-time performance metrics.
IFT has successfully delivered results for a range of fintech companies, from early-stage startups to established players. By creating highly tailored, data-driven marketing strategies, they’ve helped businesses improve their lead generation efforts and build stronger customer relationships. Their use of cutting-edge technology and inbound methodology ensures that their campaigns are both scalable and sustainable.
- Specialty: Inbound marketing, PPC, SEO, and HubSpot onboarding.
- Clients: CipherTrace, Fibonatix, Apply Financial.
- Why choose them: Inbound FinTech is a perfect choice for fintech companies looking to leverage inbound marketing strategies for growth. Their deep expertise in HubSpot and their data-driven approach to lead generation makes them an excellent partner for fintech firms looking to optimize their digital marketing efforts.
4. Baldwin & Obenauf (BNO)
Baldwin & Obenauf (BNO) is a well-established creative marketing agency that specializes in branding, digital marketing, and creative storytelling. With over four decades of experience, BNO has made its name as a leader in financial services and fintech marketing, offering innovative solutions that simplify complex financial concepts.
Their expertise in branding and storytelling helps companies communicate their offerings in an engaging and accessible way, which is crucial in industries like fintech that often deal with abstract and complicated topics.
BNO’s service offerings include branding, content creation, digital strategy, and experiential marketing. The agency has worked with several high-profile fintech and financial clients, helping them create meaningful and impactful campaigns. By blending creativity with analytics, BNO ensures that their campaigns resonate with the target audience while driving measurable business results. Their work is focused on creating lasting brand impressions and fostering deep customer connections.
BNO’s success in the fintech space stems from their ability to humanize financial products and services. They focus on building brands that are relatable and trustworthy, a crucial aspect for companies operating in the financial services sector. With a strong background in design and strategy, BNO’s approach ensures that every touchpoint of the customer journey is optimized for engagement and conversion.
- Specialty: Branding, creative storytelling, and digital strategy.
- Clients: Mastercard, New York Life, KPMG.
- Why choose them: BNO is an excellent choice for fintech companies that want to create strong, emotionally resonant brands. Their focus on storytelling and design, combined with decades of industry experience, makes them a trusted partner for businesses looking to elevate their brand and communicate complex financial concepts effectively.
5. Growth Gorilla
Growth Gorilla is a fintech-focused growth marketing agency specializing in performance-driven marketing strategies for startups and scale-ups. Although founded in 2017, Growth Gorilla has quickly gained a reputation for delivering no-nonsense marketing solutions that focus on measurable growth.
The agency’s services include conversion rate optimization (CRO), paid media management, and growth strategy development. Growth Gorilla prides itself on being flexible and hands-on, working closely with clients to deliver high-impact campaigns that produce immediate results.
The agency’s growth-focused approach involves combining digital marketing tactics such as PPC, social media, and CRM management with strategic consulting. Growth Gorilla is particularly known for its willingness to experiment and take risks, which has helped fintech companies fine-tune their go-to-market strategies and achieve significant business growth. They understand the nuances of the fintech space and offer targeted solutions that resonate with both B2B and B2C audiences.
Growth Gorilla’s small size allows them to offer personalized, agile services while delivering the same level of expertise as larger agencies. They work with both early-stage startups and more established fintech companies, helping them refine their marketing efforts and achieve their growth objectives. Their data-driven approach ensures that every campaign is optimized for performance and ROI.
- Specialty: CRO, paid media management, and growth strategy.
- Clients: Change Invest, Minted, PrimaryBid.
- Why choose them: Growth Gorilla is a great choice for fintech companies looking for a results-oriented marketing partner. Their hands-on, flexible approach, combined with a deep understanding of fintech growth strategies, ensures that clients can achieve rapid scaling and improved ROI from their marketing efforts.
6. Crunchy Links
Crunchy Links is a relatively young, SEO and PPC specialized agency. The agency has quickly built a reputation for delivering effective SEO and PPC for different industries. Crunchy Links is known for its ability to enhance the search visibility of fintech companies, helping them grow their organic traffic and apply their investment efficiently in tailor-made campaigns. What makes Crunchy Links stand out is their focus on creating SEO strategies that are tailored to fintech’s unique digital marketing needs.
The agency offers a full range of SEO services, including on-page and off-page optimization, content creation, keyword research, and analytics. Crunchy Links focuses heavily on data-driven marketing, using in-depth analytics to fine-tune strategies over time. They are particularly skilled at combining SEO with content marketing to create holistic campaigns that not only improve search rankings but also deliver valuable content to potential customers.
Crunchy Links has worked with fintech startups and established companies alike, offering flexible, month-to-month contracts that allow clients to scale their marketing efforts based on performance. Despite being a smaller agency, Crunchy Links is highly agile and capable of adjusting campaigns quickly to maximize ROI. They have successfully helped their clients gain visibility in highly competitive niches, such as cryptocurrency and online payments.
- Specialty: SEO, content marketing, PPC.
- Clients: Square, Credit Karma, Finbox.io
- Why choose them: Their SEO expertise, coupled with a data-driven approach to content marketing and PPC, ensures that fintech companies can attract more qualified leads and grow their customer base. The agency’s flexibility and startup-friendly contracts make them an ideal partner for both new and established fintech brands.
7. Big Rock
Big Rock is a London-based digital marketing agency that specializes in growth strategies based on creative content. With a focus on performance marketing, Big Rock delivers tailored digital solutions designed to help companies grow rapidly in competitive markets.
The agency’s services include digital strategy, performance marketing, social ads and media planning. Their campaigns are designed to be scalable, ensuring that as fintech companies grow, their digital marketing efforts can grow with them.
Big Rock’s approach to fintech marketing is rooted in combining creativity with data. They use detailed market research and analytics to craft campaigns that target the right audiences, ensuring that every marketing dollar is spent effectively. The agency also excels in blending traditional media with modern digital strategies, creating comprehensive campaigns that include paid search, paid social, and professional video production. Big Rock’s experience in the fintech sector allows them to deliver campaigns that resonate with both B2B and B2C audiences.
With a strong focus on video marketing and creative digital storytelling, Big Rock has helped numerous fintech companies increase their brand visibility and drive engagement. Their ability to combine performance marketing with compelling creative content has made them a top choice for fintech companies looking to scale their digital marketing efforts.
- Specialty: Performance marketing, media planning, video marketing.
- Clients: Minted, WhisperClaims, Change Invest.
- Why choose them: Big Rock is a great choice for fintech companies looking to scale their digital marketing efforts through performance-driven strategies. Their ability to blend creativity with data ensures that campaigns are both engaging and effective. With a focus on video marketing and paid media, Big Rock can help fintech companies stand out in crowded markets and drive significant growth.
8. Digital Authority Partners
Digital Authority Partners is a full-service digital marketing agency that provides comprehensive marketing solutions to diverse industries. Headquartered in Chicago, DAP is known for its holistic approach to digital marketing, offering services such as SEO and digital strategy. The agency works closely with their clients to develop tailored complete marketing strategies.
DAP’s fintech marketing services are designed to drive growth by improving online visibility, increasing lead generation, and enhancing customer engagement. Their SEO strategies focus on building strong search engine rankings, while their PPC campaigns are optimized for maximum ROI.
Additionally, DAP offers web development services to ensure that fintech companies have user-friendly, conversion-optimized websites. The agency’s emphasis on analytics and performance tracking allows them to continually refine their strategies to ensure optimal results.
What sets DAP apart is their ability to integrate various digital marketing services into cohesive campaigns that drive real business results. Their expertise in the fintech space allows them to understand the complex regulatory environment and tailor their strategies to meet both compliance needs and marketing objectives. DAP has successfully helped numerous fintech companies grow their online presence and improve their digital marketing performance.
- Specialty: SEO, PPC, web development, and digital strategy.
- Clients: Assured, Kyros, Omron.
- Why choose them: Digital Authority Partners is a great choice for fintech companies that need a comprehensive digital marketing strategy. Their ability to integrate multiple marketing services into a single, cohesive campaign ensures that fintech businesses can optimize their marketing efforts across all channels. Their focus on performance and results makes them a trusted partner for companies looking to grow.
Improving conversions with financial marketing agencies
When working with a financial marketing agency, the goal is always improving overall marketing performance across multiple channels. A successful strategy will incorporate different marketing channels and activities – such as SEO, PPC, social media, and CRO – all working in harmony to boost visibility, drive traffic, and ultimately convert more visitors into customers.
Generating traffic is important, but the real measure of success is the conversion of these visitors. Poorly qualified visitors may improve website traffic, but are not likely to increase your conversions.
One of the most powerful ways to enhance conversions is by incorporating real-time personalization into your website. For financial services and fintech companies, Pathmonk offers an innovative solution that integrates AI to dynamically trigger interactive experiences, such as videos, testimonials, or lead magnets, among others, based on each visitor’s behavior. This real-time personalization ensures that every visitor sees content that speaks directly to their needs, increasing the likelihood of conversion.
By transforming your website to offer a highly personalized user experience, Pathmonk can drive up to a 50% increase in conversions, making it an invaluable asset in a financial marketing agency’s toolkit. Test out Pathmonk with this personalized interactive demo.
Increase +180%
leads
demos
sales
bookings
from your website with AI
Get more results from your existing website traffic delivering personalized experiences at every stage of your customer journey.
Do I need a financial marketing agency?
This is a question that might pop up in your company’s early stages. During their first years, most financial and fintech organizations have a tight budget and need a marketing solution that will require less time and effort from their small, very busy team.
On top of that, even well-established companies might find that hiring a financial marketing agency is better than building an internal marketing team. This may happen for different reasons, but usually have to do with the fact that this industry is so specific and niched that it requires a long learning curve for any marketing professional.
Here are some reasons why you may need to hire a financial marketing agency:
- Access to specialized expertise: Financial marketing agencies are well-versed in the intricacies of the industry. They understand compliance, customer psychology, and regulatory demands that come with marketing financial services or fintech products. Instead of spending valuable time educating an in-house marketing team or enduring a long learning curve, you get immediate access to professionals who know the industry inside out.
- Cost efficiency: A financial marketing agency provides a flexible, scalable solution that gives you access to specialized talent without the overhead costs associated with maintaining an internal team. This makes it a cost-effective alternative, especially for companies with tight budgets.
- Faster go-to-market strategies: Financial marketing agencies are experienced in creating targeted go-to-market strategies that can accelerate product launches. They know how to position your fintech or financial services product effectively in the marketplace, using data-driven insights and proven strategies.
- Scalability and flexibility: Agencies can ramp up marketing efforts as you grow or scale back during lean periods, allowing your company to adjust its marketing spend without long-term commitments. This flexibility ensures that your marketing strategy evolves with your business goals, without the complications of managing staff levels internally.
- Better return on investment (ROI): Financial marketing agencies are adept at optimizing marketing spend. They use advanced tools and analytics to track the performance of each campaign in real-time, making adjustments where necessary to ensure that every dollar counts. This level of precision is especially beneficial in fintech, where customer acquisition costs can be high and maximizing ROI is essential.
How to choose the right financial marketing agency?
Choosing the right financial marketing agency is a critical decision. Here’s a guide on how to choose the right financial marketing agency, with some special tips on how to approach it with your prospect agencies.
Industry expertise: First and foremost, look for an agency that specializes or has good experience in the financial or fintech sectors.
- Tip: Ask about their past work with other fintech or financial services clients, and look for case studies or examples of campaigns that demonstrate their understanding of financial regulations and consumer behaviors specific to your industry.
Proven track record with measurable results: It’s important to partner with an agency that not only knows the industry but also has a track record of delivering measurable results.
- Tip: Ask for case studies that show specific results such as increased customer acquisition, higher conversion rates, or successful go-to-market strategies for previous clients. Look for agencies that demonstrate their ability to achieve concrete business outcomes.
Comprehensive service offerings: Financial marketing is not a one-size-fits-all approach. The right agency should offer a broad range of services that align with your business goals. This allows the agency to create a holistic marketing strategy.
- Tip: Ensure the agency has expertise in areas you want to focus on. The agency should be able to explain how their multi-channel strategy can be tailored to your specific goals.
Understanding of target audiences: The right agency will have experience understanding and targeting your specific audience with personalized marketing strategies.
- Tip: Ask the agency how they identify target personas and how they plan to tailor marketing strategies to your customer base.
Creative and strategic thinking: While experience in financial services is essential, creativity is also crucial for standing out in a crowded marketplace. Choose an agency that can offer fresh, innovative ideas while staying grounded in data and strategy.
- Tip: Look for an agency that balances creativity with strategy. Ask about their process for brainstorming new campaign ideas and how they ensure those ideas are backed by data and market research.
Now that you know how to choose the right marketing agency, remember this: the success of your campaigns depend on the optimization of your websites for conversions. Pathmonk is the partner you need to personalize user experience, increase lead generation and generate sales. Book a product tour with one of our specialists today!
