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Finance & Fintech

More leads. Better clients.

FCA-compliant performance marketing for IFAs, mortgage brokers, lenders, fintech startups, and insurance businesses. We understand financial services regulation and we deliver qualified leads that convert.

72%
Avg. CPL reduction
4.5x
Avg. ROAS on finance PPC
$12
Avg. cost per financial lead
80+
Finance clients across UK
The real challenges

What makes Finance & Fintech marketing different.

01

FCA and financial promotion rules

All financial promotions must be clear, fair, and not misleading. Specific approval requirements apply to regulated activities. We have extensive experience building compliant financial marketing campaigns.

02

Competitive and expensive keywords

Mortgage, insurance, and investment keywords are among the most expensive in Google Ads. Precise keyword targeting and relentless negative keyword management are essential.

03

Long consideration cycles

Financial decisions — mortgages, pensions, investments — involve weeks or months of research. Nurture strategies across multiple touchpoints are essential to capture leads at every stage.

04

Complex audience segmentation

First-time buyers vs remortgagers vs buy-to-let investors vs HNW clients all need completely different messaging and creative. Segmentation is everything in financial marketing.

How we help

Services for Finance & Fintech.

We don’t apply a generic playbook. Every channel we recommend is chosen specifically because it works for Finance & Fintech businesses.

Proven in your sector

Results from the Finance & Fintech sector.

4.8x
Return on
ad spend
LinkedIn + Google Ads
Axiom FinTech
Finance & Tech — San Francisco
“Synap understood the FCA compliance requirements without us having to explain them. Every ad, every landing page, every claim was compliant from day one — and our cost per qualified lead dropped by nearly three quarters.”
Read full case study
FAQs

FAQs: Finance & Fintech marketing.

No sales spin. If we’re not the right fit for your budget or goals, we’ll tell you that too.

Ask us anything
Yes — we are experienced in FCA financial promotion requirements, including risk warnings, approval requirements for regulated activities, and the specific rules applicable to different financial products.
Yes — we work with directly-authorised firms and appointed representatives across mortgages, investments, insurance, and lending. We understand the distinction between regulated and unregulated activities.
We implement multi-stage qualification in our lead generation flows — filtering by loan amount, employment status, credit profile, and other relevant factors before a prospect is passed to your team.
Yes — fintech is a growing part of our finance practice. We work with regulated and unregulated fintech businesses on growth marketing, app acquisition campaigns, and SEO.
Yes — we have specific experience with IFA and wealth management marketing, including targeting HNW individuals and managing the compliance requirements around investment promotion.

Financial services digital marketing across the United States.

Financial services and fintech companies operate under strict regulatory constraints while competing for some of the most valuable search traffic in the US market. Google CPCs for financial services keywords in New York and San Francisco regularly reach $30-80 per click. Every dollar of ad spend must be managed precisely, and every piece of content must navigate YMYL compliance requirements while still converting high-value prospects.

What we do for US finance fintech businesses

  • Financial services SEO with E-E-A-T compliance — credentialed author bios, regulatory disclosures, and authoritative content that builds organic trust
  • Google Ads for financial products — personal finance, wealth management, mortgages, insurance, and fintech with compliance-aware ad copy
  • LinkedIn advertising for B2B fintech products targeting CFOs, treasurers, and finance decision-makers in New York, San Francisco, and Chicago
  • Content programmes that educate prospects throughout the long financial services consideration cycle
  • Conversion rate optimisation for financial service landing pages — building trust signals, social proof, and regulatory credibility that convert sceptical high-value prospects

US cities and neighbourhoods we serve

We serve financial services and fintech businesses across New York (Wall Street, Midtown, Hudson Yards, Stamford CT), San Francisco (Financial District, SoMa, Palo Alto), Chicago (Loop, River North, Naperville), Dallas (Uptown, Las Colinas, Plano), Boston (Back Bay, Financial District, Cambridge), and Los Angeles (Century City, Beverly Hills, El Segundo).

Every financial services marketing programme we build is designed with compliance in mind and measured against commercial outcomes — leads, AUM growth, policy conversions, and revenue. Talk to our financial services marketing team.

Finance & Fintech

Why finance and fintech businesses need specialist marketing

Finance and fintech marketing operates under strict regulatory constraints while simultaneously competing in one of the most competitive digital advertising verticals in the US. Google Ads policies, FTC guidelines, and state-level financial advertising rules all apply — and generic agencies routinely get campaigns disapproved or build non-compliant content that creates regulatory risk. Beyond compliance, the financial buyer journey is long, research-intensive, and trust-dependent. We build finance marketing strategies that navigate all of this — generating qualified leads while maintaining full regulatory compliance.

Finance & fintech marketing across New York, San Francisco & Dallas

Finance and fintech businesses are concentrated in specific economic hubs. In New York — the financial capital of the US — we work with firms across Manhattan (Midtown, Financial District, Upper East Side, Chelsea, SoHo, TriBeCa), Brooklyn (Williamsburg, Park Slope, DUMBO), Queens (Astoria, Flushing, Long Island City), the Bronx, and the broader New York Metro area including New Jersey targeting banking professionals, institutional investors, and retail consumers. Wall Street, Midtown, and the Financial District each have distinct audiences requiring different messaging. In San Francisco and the Bay Area across Downtown San Francisco, SoMa, the Mission District, Hayes Valley, Pacific Heights, the Richmond and Sunset districts, plus the wider Bay Area including Oakland, Berkeley, Palo Alto, San Jose, and Silicon Valley, fintech is embedded in the tech ecosystem — we reach startup founders, venture-backed companies, and early-adopter consumers with the financial products they need. In Dallas across Downtown Dallas, Uptown, Deep Ellum, the Design District, and the Dallas–Fort Worth metro including Plano, Frisco, McKinney, Allen, Irving, Garland, Arlington, and Fort Worth, a growing financial services hub with major corporate headquarters creates strong B2B and retail finance demand.

What we deliver for finance & fintech businesses

  • Compliant Google Ads campaigns for financial products with proper disclaimers, accurate claims, and approved creative
  • LinkedIn Ads targeting finance professionals, CFOs, and decision-makers by seniority, company size, and industry vertical
  • SEO content demonstrating genuine financial expertise and building E-E-A-T authority with Google
  • GEO & AEO optimisation to surface your brand in AI-powered financial research tools
  • Landing pages with trust signals — regulatory credentials, client logos, and security indicators — built for financial conversion
  • Full compliance review of all ad creative and landing page copy before campaigns go live

Measuring finance marketing performance

Finance and fintech campaigns are measured against cost per qualified lead, application completion rate, and customer lifetime value — not just clicks and impressions. For businesses operating across New York, San Francisco, and Dallas, we report by geographic market so you can see which cities are generating the best-quality pipeline relative to spend.

Ready to grow your finance and fintech businesses?

No pitch deck. No generic proposal. Just an honest conversation about what’s possible for your Finance & Fintech business with the right digital marketing strategy.

Book a free strategy call

Ready to grow?

Let’s talk about your Finance & Fintech marketing. No pitch deck — just an honest conversation about what’s possible.

Book a free strategy call