Financial services marketing agency

Where credibility meets creativity in financial services marketing

We help financial service brands grow with data-driven strategies, lead generation, and digital marketing solutions that compound brand equity.

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Canada's Top Growing Companies 2022 - The Influence Agency 2023 Globe and Mail Report on Business. Canada's Top Growing Companies2023 AdCann Award WinnerNotable Award WinnerInfluence This Award Winner - The Influence Agency Toronto Star Reader's Choice WinnerInfluence This Award Winner - The Influence Agency The Career Directory 2023 - The Influence Agency The Career Directory's Canada's Best Employers for Recent Graduates WinnerThe Career Directory 2025 Canada's Best Employers for Recent GraduatesNew World Report 2022 Awards - The Influence Agency Cssw Star LogoAwwwards Honors - The Influence AgencySummit Creative Award 2022 Winner - The Influence Agency Summit Creative Award 2023 Winner

“I don’t want my fintech business to attract high-value clients online…” said no one ever

In the competitive world of financial services, visibility and credibility are everything. Whether you’re a fintech disruptor, a traditional bank, or an investment firm, The Influence Agency provides financial marketing services that turn clicks into conversions and prospects into loyal clients.

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Financial services 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 must modernize to stay competitive. We develop digital-first marketing solutions that enhance the customer experience and drive long-term loyalty.

Financial services & consulting firms

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

Alternative & digital lending platforms

Digital lenders must build and maintain trust with its target market as financing solutions evolve. We create data-driven marketing campaigns that increase applications and nurture leads effectively.

Trading & investment platforms

We help your platform reach and convert high-value clients, whether you're promoting a stock trading app, cryptocurrency exchange, or investment advisory service.

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.

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, Instagram, and beyond.

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Search engine optimization

Ranking on Google is critical for financial brands. Our SEO marketing for financial services improves your search visibility, drives organic traffic to your site, and helps you reach potential clients when they need you most.

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Website design & development

Your website is more than a digital brochure—it’s your most powerful sales tool. We design and develop high-converting, professional websites that establish credibility and streamline customer journeys.

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Paid media

As a leading finance advertising agency, we run targeted ad and paid media campaigns that drive high-value leads, increase brand awareness, and maximize your ad spend.

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Videography & photography

We create high-quality, professional visuals with custom-branded photography or video content that enhance the integrity of your financial brand and increase engagement on your social networks.

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Content marketing

Thought leadership and trust-building are key in finance, and our content strategies help achieve this. Content marketing for financial services includes blogs, case studies, and educational content that position your brand as an industry authority.

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Email marketing

Personalized, data-driven email marketing nurtures leads and keeps your clients engaged. Our email marketing for financial services strategies help you stay top-of-mind with valuable content and offers.

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Financial services business branding

Our fintech marketing services ensure your brand is professional, consistent, and built for long-term success with creative design for logos, brand messaging, and everything in between.

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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

Testimonials

What our clients love about us

It was amazing to work with Stephanie and Kitty on our holiday Influencer programs. Responsive, professional and hard working - perfect partners! - would recommend over and over!

Andrew Verescak

Senior V.P. of Business Development

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

Working with The Influence Agency to help launch our TikTok and Pinterest ad campaign strategies over the last 9 months was one of the best decisions we've made this year. We searched across Canada for an agency to align with our vision and marketing needs and found that their offerings and ratings were second to none. It's been a dream to work with both the team who were not only terrific and quick communicators (even with the time difference!), but also very professional and knowledgeable - clear experts in their field. We've been happy with our results and would recommend TIA!

Natasha Eng

Director, Social Media and Marketing

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

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

Senior Director Digital

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. We worked directly with Stephanie and Tom, both who 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

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

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

The Influence Agency put on one of my favorite events ever for the launch of youtheory in Canada! The vibe was unmatched, with staff and creators enjoying themselves equally on the rooftop. It was also very diverse - both men and women were in attendance, which is rare since these events are usually female-dominated. They also didn’t forget us mature creators! It was refreshing to be part of a launch that values my age group. Thank you so much for the invite, TIA! More brands should take a page out of your book.

LaToya Ingleton

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!

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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.

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.

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.