Fintech Marketing Agency for Software Sold to Banks and Finance Teams

Fintech marketing is the work of finding, reaching and convincing the people who buy financial technology, such as payment, lending, banking and wealth software. In B2B fintech, those buyers sit at banks, credit unions and corporate finance teams. The main channels are search, LinkedIn and AI answers. The strongest claims are ones the risk and compliance teams on both sides, yours and the buyer's, can check.

Start with the buyer and the review process, then pick channels. Paid search reaches buyers who are already comparing vendors. LinkedIn reaches the roles at your target banks and finance teams. SEO and AI search cover the questions buyers ask before they talk to sales, and content supports the people who join the deal during due diligence. Your team approves the ads and pages before they go live, and we judge the work on pipeline.

Yes. Glia, the banking AI and customer engagement platform used by banks and credit unions, is a current client. A bank's vendor due diligence covers compliance and information security as well as fit with the bank's goals, so we plan campaigns and content for the business owner, for IT and security, and for risk and compliance.

It depends on the firm. A FINRA member firm needs an appropriately qualified registered principal to approve each retail communication before it is used or filed. Investment advisers registered with the SEC, or required to be, follow the SEC Marketing Rule. Companies that offer consumer financial products or services, and their service providers, must avoid unfair, deceptive or abusive acts or practices. Your compliance team decides what applies. We agree the review steps with them before the first ad. Your reviewers approve or edit every ad line before launch, and we build new ads from lines already approved.

There's no single figure. It depends on how much due diligence the bank does, and the guidance scales that to the risk. US banking agencies expect the banks they supervise to review a vendor's compliance, financial condition and information security before taking it on, in more depth when the risk is higher. Marketing should plan for every stage: search and LinkedIn to start the conversation, then content and retargeting that support your champion through due diligence and contract negotiation.

We can't promise a citation. What we do is measure how often ChatGPT, Perplexity and Google's AI answers name and cite your brand for the questions your buyers ask. Then we fix the pages and sources behind those answers, such as the review sites and directories that get cited for your category, and measure again with the same questions. Our free AI Visibility Snapshot is a good first look at where you stand.

Ask four things. Have they worked with fintech companies, and can they name them? How do they fit your compliance review into the launch plan? Do they report on pipeline and cost per qualified lead, or only on clicks? And can they measure and improve your visibility in AI answers? An agency that answers all four clearly understands how fintech is bought.

It depends on the scope. The main factors are how many markets you sell in, how many channels each market needs, and how much tracking work has to happen first. We scope it after the strategy call. To plan your own budget first, use our free B2B marketing budget calculator.