When marketing and finance report different numbers
Both teams are using real data and reaching incompatible conclusions. That argument ends when there's one model everyone works from.
What's different here
Fintech has a structural reporting problem: marketing reports platform-attributed conversions, finance reports funded accounts and payback, and the two never reconcile. We've walked into companies where this argument had run through every board meeting for two years. Building one source of truth (where cost per funded account and payback period are the shared metrics) usually delivers more organizational value than any individual channel improvement.
Trusted by teams at
What digital marketing looks like for fintech companies.
These are the plays that wouldn't appear on a generic digital marketing page. They only make sense in fintech & financial services.
One reconciled unit-economics model
Cost per funded account, payback period, and contribution by cohort, built from your core banking or ledger system, not ad platforms. Marketing and finance open the same dashboard.
Full-lifecycle server-side measurement
Events flowing from your servers with PII hashed, tied to funding and first-transaction events that occur days or weeks after the click. That browser pixels structurally can't capture.
Regulated lifecycle communications
Onboarding, activation, and reactivation flows built within marketing communication rules, including consent management and required opt-out handling for financial products.
Channel incrementality testing
Geo holdouts and matched-market tests to establish what's incremental versus what would have converted anyway. That matters far more when brand search is a large share of reported conversions.
What holds fintech companies back
Marketing and finance report different numbers
Platforms double-count conversions and browser tracking misses a third of events. Both teams use real data and reach incompatible conclusions.
Compliance-heavy funnels kill conversion
KYC requirements, disclosures and long application forms are necessary. They're also brutal on completion rates unless they're designed carefully.
You're optimizing the wrong event
Application starts are easy to buy. Funded accounts are what make money. Most fintech ad accounts are optimized to the former.
Ad platform policy restrictions
Financial services face heavy ad restrictions. Account bans and disapprovals stall growth for weeks if you don't know the rules cold.
Same rigor, applied here.
The full digital marketing scope and process are identical whoever the client is. What changes for fintech & financial services is the tactics above, not the delivery model.
What's included
How it runs
- 01Diagnose — Weeks 1–2
- 02Instrument — Weeks 2–3
- 03Unblock the constraint — Weeks 3–6
- 04Scale what works — Month 2+
- 05Compound — Month 4+
Fintech & Financial Services results, in detail.
Full case studies with the numbers, the mistakes, and the recommendations clients didn't want to hear.
Scoped like the core service, no surcharge.
Every engagement is quoted from your actual brief. There's no vertical surcharge for this combination. Request a quote and we'll scope it properly.
Focus
One or two channels, executed exceptionally well.
Scoped to your brief
- 2 channels managed
- Conversion tracking setup
- Monthly strategy call
- Live revenue dashboard
- Up to $50k/mo ad spend
Engine
Companies ready to run the full funnel as one system.
Scoped to your brief
- Up to 5 channels managed
- Server-side tracking + CAPI
- Dedicated growth strategist
- In-house creative studio (12 assets/mo)
- CRO testing program
- Lifecycle email & SMS
- Weekly growth calls
- Up to $250k/mo ad spend
Scale
Multi-market brands spending $250k+ per month.
Scoped to your brief
- Unlimited channels & markets
- Incrementality & MMM testing
- Dedicated squad (5+ specialists)
- Custom data warehouse & modeling
- Creative volume: 40+ assets/mo
- Executive reporting & board decks
All engagements start with a free audit. Prices exclude media spend, which you pay directly to the platforms on accounts you own.
Fintech & Financial Services questions, answered straight.
Yes, with leading indicators tied to real outcomes: qualified application starts, KYC pass rate, funding rate by source, and time-to-fund. We commit to those in month one and backfill revenue attribution as accounts fund. The model gets more accurate over time instead of staying a guess, and finance can audit every step of it.
Other services for fintech companies
Let's talk about your growth constraint.
Both teams are using real data and reaching incompatible conclusions. That argument ends when there's one model everyone works from.
Our commitment: 90-day performance commitment: hit our agreed leading indicators or we work the next month at no charge.