1. Home
  2. /
  3. FinTech and Financial Marketing...

Digital Marketing Services Designed for FinTech and Financial Marketing Services

Named for the very people we support—you and your customers—SalePilot is a digital marketing agency partnering with financial services and fintech brands on strategy, creative, and growth campaigns.

The future of your company deserves the focused expertise of a marketing team that’s not only familiar with the financial industry—but knows it intimately. Where you are now matters, and where you’re going means everything. We’d love to help you get there.

We Help Financial and Fintech Companies Grow

From implementation to execution and beyond—our team of strategic, forward-thinking experts craft purpose-driven marketing strategies that enable your company to grow, sustain, and scale; so the businesses and people you support are empowered to do the same.

We are Creators, Thinkers, Crafters, and Strategists

And we’re endlessly inspired by the products, services, people, and teams we serve.

Our passion is to help fintech and financial companies realize theirs. And together, we’re transforming financial lives around the world.

FinTech and Financial Marketing Services

Remain Competitive in Your Industry With Tactical Online Solutions


FinTech and Financial Institutions Search Engine Optimization (SEO)

Increase your online visibility by implementing data-driven SEO campaigns. SalePilot ’s digital marketing agency offers custom SEO packages. Our objective is to improve your search rankings by driving more organic traffic to your website.

FinTech and Financial Institutions Web Design And Development

SalePilot ’s digital marketing agency provides complete web design and development services. Our web development team works hand-in-hand with our FinTech and Financial Service Marketing experts. This collaboration allows us to build a high-performing website for your organization.

FinTech and Financial Institutions Social Media Marketing

Build your network on various social media channels, including Facebook, Instagram, Twitter, and LinkedIn. Our FinTech and Financial Service Digital Marketing Agency services include social media marketing and advertising. We grow your followers and boost engagement by implementing organic and targeted social media paid ad campaigns.

FinTech and Financial Institutions PPC Advertising

While SEO takes some time to grow, a well-managed pay-per-click campaign can give your digital marketing campaigns an immediate boost. SalePilot ’s digital marketing agency specializes in creating and launching highly-targeted PPC ads. We have a team of certified PPC specialists that can put your FinTech and Financial Services in front of your audience in no time!

FinTech and Financial Institutions Online Reputation Management

Even in today’s digital age, word-of-mouth is still an effective marketing tool. Any negative commentary about your services can ruin your organization. Allow our FinTech and Financial Service Marketing experts to manage your brand’s presence and reputation. Our team utilizes advanced online reputation management software to quickly resolve any negative brand mentions about your services.

FinTech and Financial Institutions Local SEO

Get more accurate leads with the help of our local SEO service. Our methodology covers social outreach, content marketing, local citations, and geo-targeted keywords optimization. We also claim and optimize your Google My Business account to raise your visibility and credibility on local search results.

FinTech and Financial Institutions Video Production

Promote your FinTech and Financial Services and share your organization’s vision through powerful web video ads. We have an in-house video production crew who also collaborates with our FinTech and Financial Service Marketing experts. Our team specializes in producing high-quality video content for specific formats and platforms.

FinTech and Financial Content Writing

SalePilot’s FinTech and Financial Marketing company provides professional content writing services. Our content marketing strategy is designed to represent your brand well and move your audience to action. Work with our digital researchers, writers, and editors with years of experience in digital marketing.

FinTech and Financial Institutions Conversion Rate Optimization

Make the most out of your lead-generation channels with the help of our conversion rate optimization solutions. We have certified digital optimizers who inspect and calibrate your online marketing campaigns. With this process, our team can tailor the best solution to boost your conversions.

Promote Your Brand With FinTech and Financial Service Marketing Agency

Whether you are looking for B2C or B2B targeting, we turn high-level FinTech and Financial Marketing concepts into high-performing digital experiences that deliver real results.

It starts with our team of passionate FinTech and Financial Marketing experts and digital marketers.

Whether you’re a start-up looking for funding or a bank growing your brand, our team can use our extensive data analytics division and globe-spanning influencer network to make your technology a viral movement.

We have award-winning content strategists, PR gurus, and data professionals who use our proven blueprints to create effective and compelling campaigns for clients in both the financial and technology sectors. We focus on key marketing principles to connect your brand to potential customers and build a customized fintech marketing strategy that drives growth. We are passionate about what we do and deliver tangible results.

FinTech and Financial Services Marketing Agency
Real Estate Marketing

Website Design for FinTech and Financial Service Institution

Get Versatile Financial Services Website That Turns Clicks Into Your Customers! With a secured, elegant & well-optimized financial web design, offer services & products to loan seekers, corporates, personal bankers, or investors like no other.

Financial services website designs that are pleasant to look at, flexible and mobile-friendly, and highly functional.

Get UI/UX design that ensures safe & smooth financial operations like mobile payments, automated investment apps, money transfers for your users.

SEO Services for FinTech and Financial Institutions

Search engine optimization is an integral part of marketing and growth strategy for B2B and B2C brands operating in the finance and financial technology sector.

The financial technology industry has been growing at a rapid pace due to constant technological innovations and morphing into a very competitive ecosystem. At SalePilot, our SEO team supports a broad range of financial and financial technology players through a holistic strategy and growth management.

Insurance companies, banks, investment brokers, and other companies and institutions in the sector can leverage our SEO services to increase their brand visibility, quality website traffic, and revenue.

Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency
Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency

Local SEO for FinTech and Financial Institutions

Large financial institutions have the advantage when it comes to SEO. But the confined geographic reach of community banks and credit unions can work to their advantage. Even if you only have limited time and budget to invest in an SEO strategy, it’s low-hanging fruit that’s ripe for the plucking.

More and more consumers are using services like Bing Places and Google+ Local to search for FinTech and Financial Service providers, and our SEO professionals here at SalePilot will make sure your website is highly visible in the local search results.

Pay Per Click Marketing for FinTech and Financial Institutions

With our extensive experience in the Financial Services space, we know what works and what drives leads for our clients.

The SalePilot team is dedicated to improving pay-per-click results for financial businesses. By targeting prospects with cost-effective PPC campaigns, we generate quality leads for your Sales team without the need for a huge budget.

SalePilot helps top financial brands and rising stars of FinTech succeed with targeted digital advertising strategies. We create fast impact and lasting success for businesses at all stages of growth, from FinTech startups to Financial Services companies looking to scale up. 

Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency
Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency

Social Media Marketing For FinTech and Financial Institutions

It’s hard out there for fintech and finserv companies. They have to compete for eyeballs and wallets against banking giants, disruptive startups, and wildcards like cryptocurrency payment apps. A quick look at the banking and finance category in your mobile app store will show you how crowded the field is right now.

There’s a good reason for this astronomic growth — the rewards are huge and the market has all kinds of directions to grow in.

Let us help you establish and maintain accounts on major platforms like Facebook and Instagram so you can focus on the things that matter – like taking better care of your clients.


We focus on bringing value and solve business main challenges

When launching a digital marketing campaign, you don’t want just another cookiecutter marketing agency—you want a dedicated partner. This is the kind of client experience we strive to deliver at SalePilot Digital Marketing Agency.

Business Factors - Salepilot Internet Marketing Agency

Business Factors


Project Overview In tracking the client’s optimization success, SalePilot has set key performance indicators (KPIs) for the campaign. We analyze the client’s keyword rankings, total traffic and top completed goals. Our...

Guided Choice | Social Media Marketing Case Study

Guided Choice | Social Media Marketing Case Study


Project Overview The advisory firm wanted to build a community for its clients, target those who’d be most interested in using their products and services, and tell the story of...

What We Do

Whether you are looking for B2C or B2B targeting, we turn high-level FinTech and Financial marketing concepts into high-performing digital experiences that deliver real results. It starts with our team of passionate FinTech and Financial Marketing experts and digital marketers.

Paid Media

PPC is your chance to target your best corporate prospects and demonstrate that your financial technology can help them achieve their own business goals. We’ll continually optimize your PPC campaign to help you drive quality leads.

Email Marketing

Email marketing is your best opportunity to capture or recapture financial services clients at all stages of their customer journey. Our tested automation and unique campaign strategies can help you convert more frequently, significantly boosting your ROI.


Capitalize on your organic growth online with our trusted FinTech SEO services. No gimmicks, no black-hat techniques – just proven, financial service-centric marketing campaigns designed to ensure your top financial prospects find your website when they need it most.

Web Design & Development

There’s developing a website – then there’s the strategic design of a beautiful FinTech site that features intuitive UI and UX. We’ll help you ensure your clients can easily navigate your site and make the conversions you need for growth.

Project Management

From pre-planning to the conclusion – optimize every stage of your FinTech project’s performance with our project management services. We’ll help you identify potential roadblocks, manage critical tasks, and launch your finished campaigns on time and on budget.

Reporting and Analytics

A solid FinTech and Financial marketing report helps you analyze your current metrics and plan your next steps. We’ll assess your analytics, calculate your revenue, gauge ROI, grow your sales, and anticipate the pivots you need for continued success.

Inbound Marketing

Sophisticated strategies and customer-centric campaigns. Inbound marketing is a cost-effective marketing approach that puts the needs and challenges of your personas at its core. We help businesses to attract and nurture quality leads online throughout the buyer’s journey.

Content Marketing & Creation

Create compelling marketing content for your website and lead generation campaigns, to attract and nurture your buyer personas. We deliver thought-leadership and SEO-optimised content, tailored to your target audience, such as blogs, articles, videos, ebooks and case studies.

Lead Generation

Award-winning lead generation strategies to help you to attract high-quality leads for your business. Combining inbound marketing, SEO, and PPC techniques, we supercharge your lead pipeline, before nurturing leads down the funnel using strategic automation workflows.

Email Marketing Automation

Marketing automation is vital in today's digital marketing landscape. We utilise automation tools and tactics to attract and nurture buyer personas online, including email workflows, lists and sequences. Strategic workflows nurture leads with relevant content to turn MQLs into SQLs and Opportunities.


Sales Enablement

We help businesses to optimize sales processes through automation tools and time-saving techniques. Our sales enablement experts align your Marketing and Sales teams, improve lead qualification and increase visibility, so you can convert more leads and close more deals.

HubSpot Onboarding

Experience a seamless HubSpot onboarding process from a Diamond-Tiered HubSpot Agency. We've taken countless businesses through successful onboarding processes, and we offer end-to-end support from technical set-up and integrations to HubSpot training and compliance.

Helping Grow Fintech Businesses

FinTech and Financial Marketing Statistics That Matter

Although defined as the final group of all the marketing techniques necessary to improve and deliver the services a financial technology company has to offer, FinTech and Financial marketing is far more than the sum of its parts. Instead, FinTech demands a carefully tailored campaign, crafted by an industry expert highly attuned to the needs of the financial technology and financial services industries.

If you need proof – or are wondering how you can boost your FinTech marketing campaigns to a higher level – we’ve compiled some FinTech marketing statistics that can help you craft a healthy campaign.

  • The world’s finance market is set to reach an astounding $26.5 trillion by 2022. To seize your piece of the pie, you’ll need to develop a focused, intensive FinTech and Financial marketing campaign.

  • Your services are in-demand, and your more traditional competition knows it. In fact, 88% of banks, credit unions, and leaders of other financial institutions believe they will lose at least part of their business to FinTech companies within the next five years. A FinTech and Financial marketing firm can help you target these valuable prospects.

  • The above is a belief backed by the numbers in recent years. In the first half of 2020 alone, FinTech companies acquired over $25.6 billion in global investments – even amidst the 2020 pandemic. Are you doing what you can to ensure your brand is reaching the eyes of your most lucrative potential investors?

  • The banks are doing what they can to stay competitive. As many as 77% of traditional finance executives plan to focus on crafting more innovative solutions of their own to aid in customer retention goals. Whether you’re looking to supply your services to incumbent institutions or capture leaked clients, developing a focused marketing strategy is key.

  • You’re part of an increasingly densely packed market. There are currently almost 5,800 FinTech startups in the Americas, as well as over 3,500 in Europe, Africa, and the Middle East and another almost 2,900 in the Asia-Pacific market. To stand out, you’ll need great tech and a stellar marketing campaign.

  • Digital payments top the FinTech and Financial market segments by far, with just over $6,699,000 in transactions in a recent year. Personal finance comes in a distant second, with nearly $2,700,000. If you offer either of these services, it’s critical to build a marketing campaign that will target your ideal personas to drive success.

  • 70% of US-based consumers believe that online banking is the only way to move forward into the future. Meanwhile, 75% of them have used at least one FinTech service to pay, bank, or make other tractions online. When consumers are searching for services like yours, how will you reach them? Attention to PPC, SEO, email marketing, and more will help you seize the largest share of your market.

  • Mobile web traffic accounts for over 50% of all web traffic and has since 2017. In parallel, 80% of Millennials have used a smartphone to shop or make a financial transaction online. If your mobile website isn’t where it needs to be, you could be missing out on valuable business.

  • 52% of mobile e-commerce users will click on a related ad if it appears, meaning that your PPC efforts will pay off for users already in the market for FinTech offerings. All you need is a strong strategy and a FinTech and Financial marketing company to manage it all.

  • B2B consumers targeted via email spend 138% more than others also in the market. Developing an effective email marketing campaign to reach them could help you boost your bottom line.

  • 49% of B2B clients are searching for your FinTech offerings via Google before making a commitment. Are you investing in the right SEO techniques to get your brand in front of the eyes of your most valuable prospects?

Increase Customer Acquisition

As vast sectors of the financial services market shift online, it is more crucial than ever to develop a FinTech and Financial marketing solution that engages members of the financial community. A focused digital marketing campaign can help you increase organic search traffic, achieve a boost in your PPC conversion rates, and inspire the engagement you need from your most valuable financial clients.

We can help you target the industry personas most valuable to your FinTech offerings with expertly crafted content, laser-focused statistics, and industry insights. The result is a customer base that is fully informed regarding your FinTech offerings and ready for guidance through your sales and marketing funnel.

Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency
Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency

Establish and Build Trust

The financial services and financial technology sectors contain clients, investors, and consumer users that demand the utmost in transparency, care, and trust when it comes to the FinTech they utilize. Making use of dedicated FinTech-oriented web design and UI/UX services as well as a carefully honed content marketing strategy can help you establish and build the trust so vital to your bottom line.

We’ll start by ensuring your website and other digital offerings reflect the integrity and authority your clients crave and continue by reflecting safety and security in all user-facing UI and UX elements. Then, we’ll craft a comprehensive content strategy that provides the sort of informative and useful content financial industry clients need to feel secure moving forward with your FinTech solution.

Make Effective Use of Marketing Spend

Your FinTech and Financial marketing spend should reflect the unique sectors of the industry you need to target for success. Whether your offerings are consumer-focused or enterprise-ready, you’ll need to adjust your marketing tactics accordingly.

We’ll help you optimize both your paid media and organic search, as well as your email campaigns to capture the largest share possible of your target market. Then, we’ll leverage conversion rate optimization (CRO) strategies to help you understand your best opportunities for site optimization and regularly assess your monthly performance to guide future decisions. The result is the best use of your marketing spend possible and increased revenue to meet your business goals.

Fintech And Financial Marketing Agency - Salepilot Digital Marketing Agency

Does Your Current FinTech and Financial Marketing Strategy Need Help?

If you’re a FinTech organization, you know that finance is simultaneously a very transparent and very heavily regulated sector. As a result, careful attention to multiple additional considerations is necessary when you’re marketing your business to prestigious and selective financial clients. If you’re not ticking all the boxes when it comes to your FinTech and Financial marketing strategy, you could be missing out on valuable client investments.

Signs Your Marketing Strategy Is Ineffective :

Here are several key signs your current FinTech and Financial marketing strategy isn’t working for you:

Poor Quality Web Traffic:

When it comes to FinTech website traffic, quality is definitely more important than quality. To discern quality, you’ll need to look at what your site visitors do while they’re on your page. Are they viewing multiple pages? Spending lengthy periods of time on your most informative or lucrative content? If you notice a large number of site visitors that quickly bounce off your page without making a purchase after a seconds-long visit, your marketing efforts are attracting visitors that are not primed to engage with your content or purchase your products and services.

Lack of New Leads:

One of the most potent signs of FinTech’s marketing strategy failure is an overall lack of new leads. A reduction in leads means your target markets are either unable to view your brand via organic search or paid media or aren’t finding what they see they’re appealing enough to click through. If you’re baselining on your expected leads or simply aren’t seeing the growth you want, it’s time to adjust your FinTech and Financial marketing strategy.

Poor Quality or Ineffective Leads:

On the other hand, you may be garnering plenty of leads, but none of them are in your target market or are otherwise disqualified. For example, if your target market is financial services enterprises with a budget of over $25,000/year for FinTech costs and you’re netting startups or financial institutions that can only afford to spend $5,000, there’s something missing in your marketing messaging. If a majority of your leads are of poor quality, you need to adjust your FinTech and Financial marketing positioning.

Diminishing ROI:

As mentioned above, the purpose behind any marketing strategy is to drive revenue, showing a positive return on your marketing dollar investment. If you’re not driving the sales you need, you’re likely spending far too much on campaigns that don’t convert. You’ll need to adjust your marketing strategy to more effectively engage with potential clients and direct them to your best offerings, thus improving your ROI.

Limited or Zero Data to Analyze:

Perhaps you aren’t even aware of your current ROI, clickthrough rates, conversion rates, or any of the other essential metrics and analytics any FinTech business needs to optimize. If you can’t assess the efficacy of your current marketing strategies, you’ll find it difficult to make informed decisions for the future. Work with a FinTech and Financial marketing firm that can help generate, analyze, and optimize reporting data for a more successful future.

Failure to Develop a Strategy in the First Place:

Perhaps you’ve been content to attempt to let your FinTech products and services speak for themselves and haven’t developed a marketing strategy at all. Or, maybe you’ve settled on a set-it-and-forget-it approach and are no longer aware of what truly works for the FinTech industry. Without a current, concrete plan, you won’t know your pain points, your successes, or the adjustments you can make to improve your reach and boost your revenue.

If you’re experiencing any of the above issues, it’s critical to secure the services of a dedicated FinTech and Financial marketing firm with expertise in the financial sector. Entrusting your marketing efforts to a group of professional marketers allows you to achieve the best results possible while you return to optimizing your technology.

Critical Elements of a Successful FinTech and Financial Marketing Strategy

You’ve built an effective, secure FinTech product. Now, you need to make sure you’re not only reaching your most valuable target audiences with opportunities to learn more – you need to ensure they’re taking the opportunity to buy more as well. The only way to achieve both is with a successful FinTech and Financial marketing strategy.

What Are the FinTech and Financial Marketing Pillars of Success?

FinTech companies face a diverse set of marketing challenges unique to the financial sector. Here are the most critical marketing elements necessary to help you navigate them:

SEO Strategies to Boost Organic Searchability:

Trust is a key component of FinTech and the financial market, which extends to the marketing tactics you use, as well. People are more likely to trust organic search results and much more likely to click on them than paid ads. Leveraging your position on Google’s SERP can make all the difference when it comes to boosting your site traffic.

Paid Media Strategies to Target Clients Searching for Specific Technologies:

In the diverse FinTech industry, you need to ensure you’re spending every dollar of your valuable marketing budget to target qualified leads that will pay off. For most, there’s no better way to do it than to hone your paid media strategy. An expert FinTech and Financial marketing firm can help you determine the right media, target landing pages, ad slots, and rollout schedule you need to reach your most effective leads.

Content Marketing With Educational Value:

Engaging and educating your target audience is crucial to improving your revenue flow – and quality, written, or video content on your website is the best way to achieve it. Whether your FinTech offerings target financial corporations or individual consumers, you’ll need to ensure you’re providing branded messaging and educational guidance on your website. Effective content marketing brings more traffic to your site, keeps visitors on-page longer, and directs more potential clients to your highest-converting sales pages.

Email Marketing to Further Engage Potential Client:

Whether your clients are leaving the funnel before purchase or need to be directed to start the consumer journey a second, third, and subsequent times, email marketing can help you capture (or recapture) your best leads. Targeted marketing emails can nurture leads at all stages of the purchase journey, providing valuable content as well as sales information.

Social Media Networking:

In the digital age, social media can go a long way towards humanizing even the most rigid FinTech brands. Better yet, you can craft the brand persona you want while building engagement with your target market. Automating the process or relying on a trusted marketing firm will help you achieve both with ease.

Mobile-Friendly Practices:

At the beginning of 2020, a staggering 60% of all searches were performed via mobile devices, a number that has been steadily rising for the last decade. As a result, if your most important page elements aren’t optimized for mobile, you stand to lose out on serving over half of the relevant FinTech searches for products and services just like yours. Optimizing your site and your paid media for mobile is a critical element of any marketing campaign.

Data-driven Strategies for Measurable Success:

Of course, none of the above elements truly matter if you have no way to measure your successes and your shortcomings. It’s best to begin your FinTech and Financial marketing campaigns with data-driven strategies ripe for analysis and optimization throughout. Then, you can adjust your future decisions depending on your results.

The best way to launch a successful FinTech and Financial marketing campaign is to utilize services from a dedicated FinTech and Financial marketing firm that thoroughly understands the industry and regulatory requirements. You’ll be better positioned to leverage each of these critical elements with the security that comes with knowing your marketing efforts adhere to current industry standards and that each move you make is developed with your FinTech brand in mind.

How To Choose the Right FinTech and Financial Marketing Agency for Your Needs

Utilizing the services of a digital marketing agency for your FinTech business can not only help you reach your short-term and long-term business goals but can help you extend your reach to access audiences and revenue you never thought possible. However, it is critical to choose the right firm to help you navigate the regulations and unique considerations of the financial sector. How do you ensure you make the right choice?

Tips For Choosing the Right Marketing Agency :

We’ve compiled a brief list of tips to help you choose the right marketing agency for your FinTech business:

Look for Comprehensive Insights Into the FinTech Industry

Trust is a key component of FinTech and the financial market, which extends to the marketing tactics you use, as well. People are more likely to trust organic search results and much more likely to click on them than paid ads. Leveraging your position on Google’s SERP can make all the difference when it comes to boosting your site traffic.

Seek Dedication to Maintaining Your Expertise, Authority, and Trust

Expertise, authority, and trust, or EAT, is a primary way Google’s search engine algorithm determines what ads and organic search results serve for critical “your money, your life,” or YMYL, searches within the financial sector. Perhaps it’s no mistake that financial services businesses and consumers alike trust only the most authoritative experts to provide for their financial needs. Utilize a marketing agency that understands the importance of developing a content strategy that highlights your EAT on all related financial topics. In addition, choose an agency that can help you manage your brand’s presence and reputation on social media and review sites alike, preserving trust.

Search for an Agency with Data-Driven Strategies That Meet Financial Industry Standards

You need to capture your most lucrative potential clients and investors to drive revenue, but you also need to ensure you’re meeting financial industry standards. A successful FinTech and Financial marketing strategy from a reputable marketing agency utilizes a thorough knowledge of data and analytics to ensure you’re within regulations and capturing your audience. Moving forward, comprehensive reporting provides guidance for future decisions.

Strive for Excellent ROI

Don’t spend valuable marketing dollars on leads that don’t convert. An effective FinTech and Financial marketing agency knows the strategies that capture the financial sector, ensuring your investment pays off. Your agency should not only help you craft goals and set benchmarks for success but provide constant monitoring to ensure you meet them and drive up your ROI.

Develop a Thorough Understanding of the Importance of Your Consumers’ Experience

Above all else, the financial industry understands that the customer should be at the center of each and every transaction. When it comes to FinTech, a successful marketing agency should not only assist you in providing your clients with a unified brand experience but put consumer experience first. From there, you can craft your marketing techniques to show your dedication to your clients’ livelihoods, security, and trust in all aspects of your online presence, engaging new and existing clients across the most critical digital channels.

Utilizing a dedicated FinTech and Financial marketing firm with an understanding of your industry is your best opportunity to drive revenue and achieve success. By following the above tips, you can identify a marketing agency that will work for you and provide the best ROI for your budget.

Contact Us

Please provide business email address. Generic email address won't be accepted by the form.