Marketing & Consulting
For Financial Services
We help financial brands grow, attract the right clients, and keep them engaged.
Turn your Marketing Engine into a Numbers Game!
Our Proven Marketing & Growth Solutions for Financial Services
Pay-as-you-go Marketing — no long contracts, built for B2B
Marketing Is a Numbers Game
Marketing shouldn’t be guesswork or a black box. It’s about applying proven strategies, executing with discipline, and tracking what actually moves the needle.
We support you with structured, consistent, and KPI-driven marketing vehicles and formats. It’s not about one-off wins or flashy campaigns—but about building scalable systems and frameworks that perform over time.
High-performing companies treat marketing as a core function. It connects leadership with product, data, sales, and support—and drives results across the board. We can help you make that transformation.
Our Approach
With over a decade of hands-on experience in Financial Services, we’ve seen what works—and what doesn’t. From early-stage growth to mature teams, we understand how marketing needs evolve.
We bring proven frameworks, a strong partner network, and a clear game plan tailored to your stage of growth. Our job is to help you cut through the noise and execute what actually drives results.
How We Help
Financial Services Grow
We start by digging into your numbers. Who are your current customers? What are their behaviors and traits? Where are the blind spots in your tracking setup? It’s not research for the sake of it—we uncover insights that lead to real action. With AI Marketing, clear Marketing KPIs, and sharp Customer Segmentation, we build the foundation for smarter decisions.
Next, we craft your story. Based on what we’ve learned, we shape a brand proposition that speaks to your audience’s needs and pain points. From content strategy to design execution, our approach blends Content Marketing with real-life engagement tactics like Finance Events and localized campaigns.
Once your brand is set, we move into execution. That means building up your owned channels—starting with SEO content, Email Marketing flows, and Organic Social Media strategies that build long-term relationships. These are your strongest, most cost-efficient assets and we make them work harder for you.
With a clear funnel in place, it's time to accelerate. We launch Performance Marketing campaigns, activate strategic Media Partnerships, and scale reach through Influencer Marketing. The focus? Driving qualified traffic while maintaining a seamless user journey across all digital touchpoints.
No matter where you are in your digital journey, our team supports you from insight to execution.
Book a discovery call and let’s talk about scaling your financial brand—smarter and faster.
The FYI Advantage
Improve your marketing operations with on-demand experts
FYI
- Industry specialists with deep expertise in financial services and fintech.
- Flexible engagement model — embedded in-house or fully remote, aligned with your operational preferences.
- Modular service structure designed to scale in line with business growth and market demands.
- Expedited onboarding process — campaigns and workflows activated within days, not weeks.
- Low-friction setup with no long-term contracts or fixed retainers required.
In-House Marketing Team
- Organizational friction and internal politics delay decision-making.
- Onboarding of new hires consumes time, budget, and resources.
- Teams often face competing priorities across departments
- Challenging to attract and retain top-tier marketing talent.
- Limited visibility into industry trends and external best practices.
Standard Marketing Agency
- Generic industry knowledge — lacks vertical specialization in finance and trading.
- Rigid service offerings with limited customization for your business needs.
- Expensive retainers tied to unclear deliverables and loosely defined KPIs.
Trusted Marketing Specialists for Financial Services
Our solutions are data-driven, industry-focused, and designed to scale with your business.
Global Network
A trusted ecosystem of creators, developers, and growth specialists worldwide.
10+ Years Experience
Over a decade of proven expertise
in digital marketing and strategy.
Financial Markets in our DNA
Deep-rooted knowledge of financial services
and passion for trading and investing.
Tech Obsessed
We leverage the latest marketing technology to drive measurable outcomes.
Our Network of Partners
Questions about Marketing & Growth?
Let’s schedule a Free 15-Minute Introductory Call to exchange ideas and see where we can add value. It’s a simple first step to explore opportunities together.
- Discuss your goals and current challenges
- Get an overview of our strategic approach
- Explore if FYI is the right partner for your growth
Let’s Start the Conversation
Connect with FYI
From quick consultations to project-based collaboration, we help trading & fintech teams choose, implement, and optimize their MarTech stack.
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