Financial marketing agency

Lead generation built around buying intent, not impressions

In financial services, trust is currency. The Influence Agency is the partner that helps fintechs, investment platforms, and lending branches build that trust at scale, converting digital visibility into qualified leads and loyal clients.

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Why financial brands are losing ground online

The financial services industry is one of the most competitive categories on the internet, and it’s also one of the most penalized when marketing is handled by generalists. Generic agencies don’t understand the nuances of this world, so they end up learning on your budget.

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Who we do it for

Why financial brands are losing ground online

The financial services industry is one of the most competitive categories on the internet, and it’s also one of the most penalized when marketing is handled by generalists. Generic agencies don’t understand the nuances of this world, so they end up learning on your budget. 

Google’s algorithm is working against you

Financial content falls under Google’s YMYL (Your Money or Your Life) classification, which means your pages are held to a higher trust standard than almost any other category online. Algorithm updates regularly demote content that lacks E-E-A-T signals (experience, expertise, authority, trustworthiness).

  • Thin service pages and generic blog content are actively penalized in favor of higher-authority competitors

  • Low-quality backlink profiles are suppressing rankings that should belong to you

  • Most financial brands don’t know their content is being held to this standard until rankings drop

AI marketing is an afterthought

Answer Engine Optimization (AEO) is how brands show up in AI-generated answers and voicesearch results. Most financial brands have no AEO strategy at all, which means competitors arebeing cited as the authoritative source by AI tools while your brand stays invisible.

  • No relevant schema, structured data, or content formatted for AI answer extraction

  • The full scope of optimizations needed for AEO is rarely understood, let alone executed

  • High-intent prospects are finding your competitors first in AI-generated research

Your creative isn't built for the platforms running your ads

The highest-performing ads on social media aren't polished brand videos, they're creator-led content that feels native to the feed. When your paid creative looks like an ad, users scroll past it, your relevance scores drop, and your CPL climbs.

  • Financial brands using influencer content as paid creative are lowering CPL while simultaneously building brand recognition

  • YouTube and TikTok pre-roll performance is directly tied to creator authenticity; financial audiences respond to real voices explaining real problems

  • LinkedIn thought leadership content from credible personal finance or fintech creators drives higher engagement and lower cost-per-click than brand page ads

76% of people searching for something nearby visit a local business within a day.

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Financial brands we help grow

From startups to established financial institutions, we help businesses in the finance industry attract, engage, and retain clients.

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Fintech companies

Fintech brands thrive on innovation, but they need visibility to scale. Our fintech marketing strategies help startups and established platforms gain traction, build credibility, and drive the adoption of services among your target users.

Traditional financial institutions

Banks, credit unions, and insurance providers benefit from digital marketing campaigns focused on member retention, new account acquisition, and modernizing digital presence without losing community trust.

Wealth management & investment firms

We position financial experts, from wealth management firms to accounting services, as thought leaders through compelling branding, content development, and lead-generation strategies.

Lending & trading platforms

High-converting application funnels and targeted user acquisition campaigns for digital lenders, stock trading apps, crypto exchanges, and investment platforms.

Experts in 360° digital elevation

Our Marketing for Financial Services

Financial services marketing isn’t one-size-fits-all. We develop customized, multi-channel strategies that increase trust, drive measurable results, and help financial brands grow. From lead generation to digital branding, we help businesses in the financial sector cut through noise and build lasting client relationships.

Answer engine optimization

We move your brand beyond standard search into AI-generated answers using structured data and schema implementation, topic authority mapping, and ongoing monitoring of AI search visibility and citation tracking. Most financial brands are invisible here. We change that.

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Paid media & performance advertising

As a leading finance advertising agency, we make every dollar work harder through precise targeting, tight negative keyword management, and high-converting landing pages built for financial audiences.

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Content marketing & thought leadership

The brand that educates wins the client. We build compliance-aware content strategies that establish authority, drive organic traffic, and accelerate the trust-building your sales team depends on.

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Influencer marketing

We connect financial brands with trusted voices in the fintech and personal finance space tobuild credibility faster than traditional advertising can. Creator sourcing, campaign management, and compliance review are all handled in-house.

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Website design & development

Your website is more than a digital brochure; it’s your most powerful sales tool. We build high-converting websites that load fast and signal credibility within the first scroll.

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Email marketing

Financial prospects need multiple touchpoints before they act. Our email marketing for financial services keeps you top-of-mind at every stage, delivering the right message at the right moment to move leads toward a decision.

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Social media marketing

Financial brands need engagement and brand loyalty to thrive. Our social media marketing for financial services connects you with the right audience, builds trust, and drives meaningful client relationships on LinkedIn, Twitter, TikTok, and beyond.

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Financial business brand development

Before any channel performs, your brand needs to be the one prospects trust over thecompetition. Our fintech marketing services focus on brand positioning, visual identity, and messaging that communicate credibility before a single word is read.

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Our clients

Not just anyone can market financial products & services

Why choose us

Marketing for financial services requires a deep understanding of regulations, consumer trust, and digital strategy. Whether you're a fintech startup, a lending platform, or a wealth management firm, you need a marketing partner that understands compliance, branding, and lead generation. We help financial brands cut through complexity and reach their ideal clients.

How we created the perfect user experience for LG Home Comfort

Read the case study

Open laptop displaying LG Home Comfort website offering expert heating, cooling, and water services with 24/7 emergency service and over 10,000 satisfied clients.

Testimonials

What our clients love about us

Wow – what an event! We are still buzzing over here. It was truly a memorable evening. The attention to detail was particularly impressive. Every element, from the décor, the drink menu names, the photo booth, the signage, etc., was meticulously planned and executed. It’s clear there was a lot of thought and care into making the event special.

 

We appreciate all the hard work that went into making our new line's launch party successful.

Colleen Roberts

Manager, Media, Global Marketing

The Influence Agency is phenomenal. They’re incredible outside-the-box thinkers and we’re a great alternative to the traditional marketing efforts taken for the NFP I work for. TIA had a high level understanding of the industry and a completely professional approach to social promotion. Looking forward to working with their team again!

Nicki Lamont

Global Digital Lead

We have been working with TIA for 2+ years here at Staples and it's been an absolutely wonderful experience. They bring great energy and knowledge to the table and we have seen a great impact on our social channels ever since they took on our account. Cannot recommend enough!

Guneet Benipal

Manager, Social Media Content

Working with The Influence Agency has been an exciting and engaging experience. We appreciate their in-depth knowledge of the influence marketing space and their ability to align our mission with top influencers who help drive awareness of our fundraising initiatives"

Glenn van Gulik

Secretary for PR and Territorial Marketing

At Universal Music, we are frequently tasked with launching new albums and products with little to no notice which can prove challenging for traditional agencies.

The team at the Influence Agency have proven time and time again their ability to be both nimble and efficient at delivering influencer campaigns that are strategically targeted, creative and most importantly impactful with our artists audiences.

Fraser MacKenzie

Vice President, Marketing & Digital

If you're looking for experts in the digital space, you HAVE to team up with The Influence Agency. We've been leveraging their expertise for over 12 years, and couldn't be happier to have them on our side. They take pride in what they do, and have put together an incredibly versatile team that can take care of all of the digital services we require. Highly, highly recommend our friends at TIA.

Vito Mastrorillo:

President

Having blogged for 10 years and having worked with a plethora of agencies, The Influence Agency team has been one of the top agencies I've connected with. Their ability to both balance creator relations and interests, while maintaining the priorities of their brands is incredibly impressive. As a creator, the team is always supportive and responsive and truly makes developing branded content seamless! I always look forward to working with them!

@melhwang

I’ve had the pleasure of working with The Influence Agency for over five years, and they continue to impress me with their professionalism, creativity, and genuine care for the people they work with. As they’ve grown, they’ve managed to maintain the same kind and collaborative spirit that made them stand out from the start. The team goes above and beyond to advocate for their clients, while still prioritizing building authentic partnerships and strengthening relationships across the creator space. Working with them always feels effortless and inspiring, a true reflection of their dedication and passion for what they do.

Kristen MacLellan​

Founder of Yesterday Inc.

We have been working with TIA for about a year and they have transformed our business. We have worked with a few different marketing agencies and TIA is different! Most firms are great at one thing (ad buying, social media management, influencers, etc.) and we used to do these things a la cart with different agencies. TIA is 5 elite marketing companies in one: Ad buying, Social Media, Content Creation, and influencers, branding/website AND EVERYTHING ELSE. They care about our business as much as we do and at the end of the day that is probably why their work is so excellent.

Burke MacArthur

Managing Partner

Have questions?
We have answers

What is a financial marketing agency?

A financial marketing company helps banks, fintech brands, and financial service providers grow through strategic branding, advertising, and lead generation.

How do you generate high-quality leads for financial brands?

We use targeted advertising, SEO, content marketing, and social media engagement to attract and nurture high-intent prospects.

How long does it take to see results?

Paid ad campaigns can generate leads quickly, while SEO and content strategies build long-term organic growth over several months.

What financial marketing KPIs do you track?

We monitor lead conversion rates, website traffic, ad performance, customer acquisition costs, and engagement metrics to measure success.

Why does my finance business need digital marketing?

Digital marketing helps financial brands build trust, attract high-value clients, and compete in an increasingly online-first industry.

Where strategy meets ROI

Hope isn’t a marketing strategy—you need marketing that drives trust, engagement, and high-value leads to your financial service and brand.

Let’s build something profitable together. Contact us today!

Contact us 👋

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