Fintech · Payments · Wealth · Lending · Infrastructure

The fintech marketing agency that grows regulated financial products, without tripping compliance.

Our team builds full-stack growth engines for fintech companies where every marketing asset passes legal review, every claim is substantiated, and every acquisition channel is measured against LTV, not signup vanity. Payments, wealth, lending, infrastructure, or embedded, we build inside the regulatory frame.

+192%Qualified signups, trailing 12mo
44%Avg CAC / LTV improvement
100%Compliance pass rate
5 DayCopy library turnaround
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Quick Answer
What is a fintech marketing agency?

A fintech marketing agency runs demand generation for financial products where regulatory compliance, trust signals, and claim substantiation shape every acquisition asset. Unlike unregulated SaaS marketing, fintech marketing must survive legal + compliance review, adhere to FINRA/CFPB/OCC/GLBA constraints where applicable, and prove ROI against LTV rather than raw signups. MV3 builds full fintech growth engines from $5,997/mo through custom enterprise scope.

The 5 Fintech Growth Problems We Actually Solve

Regulated Growth Problems. Real Solutions. Strategy And Implementation.

Every fintech (payments, wealth, lending, infrastructure, embedded) hits most of these. We’ve built a repeatable answer to each.

01

Compliance Kills Your Marketing Velocity.

Every landing page waits 3 weeks for legal review. Every ad copy iteration takes a sprint. Your competitors ship 20 landing pages while you ship 2, and they aren’t regulated the same way.

MV3 Strategy

STRATEGY: Build a pre-approved copy + claim library reviewed once, not per-asset. Move compliance to the beginning, not the end.

MV3 Implementation

IMPLEMENTATION: Legal-approved copy modules, claim substantiation database, template systems reviewed by compliance quarterly not per-launch, versioned change log per FINRA/CFPB requirements.

02

Signups Look Great. Funded Accounts Do Not.

You’re acquiring 5,000 signups/mo. Only 8% ever fund the account. CAC per funded user is 12x CAC per signup. Board is unhappy.

MV3 Strategy

STRATEGY: Reframe acquisition metric from signup to first-funded-transaction. Optimize the KYC + onboarding gap where most drop-off happens.

MV3 Implementation

IMPLEMENTATION: Full-funnel analytics (Segment + Amplitude + Mixpanel), onboarding gap instrumentation, KYC drop-off analysis, activation email + push sequence rebuild, LTV-weighted paid attribution.

03

Trust Signals Are Weak. Buyers Don’t Convert.

Fintech is a trust purchase. Your homepage looks like a startup. Real financial buyers (RIAs, treasurers, CFOs) won’t sign up for a product that doesn’t look like it’s been audited by adults.

MV3 Strategy

STRATEGY: Rebuild the trust architecture: SOC 2 badges, regulatory registrations, real security disclosure, aggregate proof stats (no logos, per NDA).

MV3 Implementation

IMPLEMENTATION: Trust-first landing page rebuild, security page overhaul, compliance disclosure design, third-party audit citation, real-time SOC 2 status widget.

04

You Rank For Your Category. And Nobody Signs Up.

You show up in position 3 for “small business banking” nationally. Traffic is meaningful. Conversions are terrible. The searcher doesn’t match your ICP.

MV3 Strategy

STRATEGY: Refocus SEO from broad category to specific intent, product-use-case queries, integration queries, comparison queries where high-intent buyers actually search.

MV3 Implementation

IMPLEMENTATION: Intent-mapped keyword universe rebuild, product-led SEO for integrations + use cases, comparison content system, competitive alternative pages authored to convert, not to rank alone.

05

AI Answer Engines Are Recommending Competitors.

A CFO asks Perplexity or ChatGPT “best treasury management platforms for Series B startups.” Your competitor gets cited. You never see the query. You never see the buyer, who now doesn’t exist as far as your funnel is concerned.

MV3 Strategy

STRATEGY: GEO (Generative Engine Optimization). Optimize for citation across ChatGPT, Perplexity, Gemini, Google AI Overviews. Structure content for AI retrieval.

MV3 Implementation

IMPLEMENTATION: MV3 GEO Audit, schema + entity restructure, citation-first content architecture, quarterly LLMO monitoring, competitor citation gap tracking.

Full Services Matrix · Fintech Context

Every Lever, Tuned To Regulated Financial Growth.

Every engagement bundles strategy + implementation across the levers fintech revenue actually needs.

AI SEO

Product, comparison, integration, and use-case pages tuned for AI Overviews and organic buyer search intent.

See service →
Compliance Audit

Full marketing-asset compliance review against FINRA, CFPB, OCC, GLBA constraints.

See service →
ABM Agency

500 named-account monthly sequences against target RIAs, corporates, banks, or CFO buyers.

See service →
Content Marketing

Compliance-reviewed content authored by writers with fintech/financial fluency.

See service →
LinkedIn Ads

CFO / Treasurer / Finance / Ops buyer targeting with pre-approved compliant creative.

See service →
Google Ads

Product-intent + comparison + use-case queries. Compliance-reviewed ad copy library.

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AI Operations

HubSpot workflows, KYC gap instrumentation, LTV-weighted attribution, activation sequence automation.

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Digital PR

Coverage in Finextra, PYMNTS, American Banker, TechCrunch fintech desk, Bloomberg.

See service →
AI Dashboards

Real-time signup → funded → LTV dashboards unifying product + marketing + finance data.

See service →
The MV3 Fintech Retainer Guarantees

Three Promises We Put In Writing.

30-Day Cancel Notice.

No annual lock-in. No auto-renewal traps. Cancel any month with 30 days written notice. We deliver the final month in full and hand off every asset, workflow, and dashboard.

Deliverable Guarantee.

Every retainer month has a fixed deliverable count in the SOW (content pieces, ABM sequences, ads managed, dashboards updated). Miss the count. Next month is free until we’re current.

No Hidden Fees.

Retainer covers strategy, execution, tools, and reporting. Ad spend and third-party licenses (LinkedIn, Google, Apollo, HubSpot) pass through at cost with monthly line-item statements. Zero markup.

Composite Fintech Outcomes · Anonymized Per NDA

Fintech Operators Who Ship On Our System.

Grew our SQL pipeline 3.2x in 90 days. What changed wasn’t the volume. It was the compliance-approved copy library that let us ship 14 landing tests in a quarter instead of two.

Elena
VP Marketing
Series B B2B payments platform

Funded-account CAC dropped 41% once activation was instrumented and the onboarding sequence rebuilt. That’s the number the board actually cares about. Not signups.

Marcus
Head of Growth
Late-stage wealth & RIA tech

MV3’s ABM program landed 27 CFO meetings in one quarter. Legal reviewed the sequence once, quarterly, not per email. That’s what unblocked us.

Priya
CMO
Corporate treasury infrastructure

Testimonials are composite outcomes drawn from real MV3 fintech engagements, anonymized per NDA. Individual client names, exact figures, and identifying details available under mutual NDA in a discovery call.

Anonymized Client Outcome
A Series B B2B Fintech Client · Treasury Management · ~85 Employees

192% Funded-Account Growth. 44% CAC/LTV Improvement. 100% Compliance Pass Rate.

Client came to MV3 with strong raw signup volume but only 6% activation to funded account. Compliance review was blocking every marketing asset for weeks. We built a pre-approved copy + claim library, rebuilt the onboarding funnel around KYC gap instrumentation, and installed a 250-account ABM program targeting CFOs at Series B/C SaaS companies. Funded-account growth 3x’d. Every marketing asset shipped in ideation-to-launch under 5 days. Compliance signed off on 100% of assets on first review.

Legal used to be the bottleneck. Now legal reviews the system once a quarter and we ship weekly. That’s the difference.
Anonymized per NDA. Company name and identifying details available under mutual NDA in a discovery call.
Recent Fintech Engagements · Anonymized

Six Fintech Engagements. Real Outcomes.

Names redacted per NDA. Verticals, engagement scope, and outcome metrics accurate to signed retainers.

Payments · B2B

Series B Payments Platform Cut Signup-To-Funded CAC 41%

41% CAC drop
Growth AI retainer · 9 months
Read case study →
Wealth / RIA Tech

Wealth Tech Grew AI-Overview Citations From 2 To 27 In 6 Months

13.5x AI citations
GEO Audit → Scale AI
Read case study →
Treasury Infrastructure

Corporate Treasury ABM Booked 27 CFO Meetings In Q3

27 CFO meetings
ABM Agency · 500 accts/mo
Read case study →
Consumer Lending

Lending Platform Compressed Legal Review From 21 Days To 3

7x velocity
Compliance Audit + retainer
Read case study →
Embedded Finance API

Embedded Finance API Doubled Developer-Doc Organic Traffic

+108% organic
AI SEO · 12 months
Read case study →
B2B Fintech SaaS

B2B SaaS Fintech Grew Funded Accounts 3.2x On Same Ad Spend

3.2x funded
Full-funnel activation rebuild
Read case study →
Fit Check Before You Book

This Is NOT For You If…

MV3 is premium regulated-growth work. It is not the right fit for everyone. Better to disqualify now than 60 days into a retainer.

You’re looking for the cheapest fintech marketing option.

Our retainers start at $5,997/mo. We compete on compliance-integrated systems and LTV impact, not on rate. Cheaper options exist. Some may fit your stage.

You need marketing shipped this week.

Our first 30 days is diagnosis + copy library build. Real acquisition impact starts month 2. If you need launch-week output, an in-house contractor beats an agency.

Your ICP isn’t defined yet.

We work with your existing customer profile and refine from there. If you’re still deciding whether to sell to consumers, SMB, or enterprise, that’s a strategy engagement before marketing.

You want to skip compliance review to move faster.

Not going to happen. We build the compliance layer into the operating system precisely so you can move fast, but never around it. If you want asset velocity without legal, we’re the wrong shop.

You’re pre-product-market-fit and hoping marketing solves it.

Marketing amplifies signal. If the product isn’t converting warm demo requests, more traffic won’t fix it. We’ll say so on the first call.

Fintech Retainer · Growth AI Tier

Everything In One Retainer. Priced Below Retail For Every Line Item.

The Growth AI tier bundles the eight fintech growth systems Series A/B fintechs actually need. Individually contracted, the same scope costs $22,982/mo at market rate.

Most Popular · Fintech Series A / B Fit
Growth AI · Fintech Retainer

The Full-Stack Fintech Growth Engine.

Everything Included · Monthly Value Stack
Compliance-Approved Copy & Claim Library Build + Maintenance
$4,997/mo
AI SEO · Product, Comparison & Integration Pages
$3,997/mo
ABM Agency · 500 Named CFO/Treasurer Accounts/Mo
$5,997/mo
LinkedIn Ads Management · Compliant Creative Library
$2,997/mo
Content Marketing · 4 Fintech-Fluent Long-Form Pieces/Mo
$1,997/mo
Compliance Audit + Quarterly Monitoring
$1,497/mo
LTV-Weighted Attribution & Funded-Account Dashboards
$1,000/mo
Monthly Growth Review + Legal Sign-Off Session
$500/mo
Total Retail Value / Month
$22,982
Your MV3 Retainer Price
$5,997/mo
You save $16,985/mo vs. contracting these systems individually. That’s 74% off retail.
Book the fintech growth call →
30-day cancel notice · Deliverable guarantee · No hidden fees · Ad spend passed through at cost
Fintech FAQ

Fintech Marketing Agency Questions.

What kind of fintech does MV3 work with?
Payments, wealth / RIA tech, lending, treasury / corporate finance, embedded finance, fintech infrastructure, and B2B financial SaaS. Ideal fit is Series A through late-stage with a regulated go-to-market motion and defined ICP.
How do you handle compliance review?
We build the compliance layer into the marketing operating system, not the launch checklist. Copy libraries, claim databases, and asset templates are pre-approved once and reused. Compliance moves from bottleneck to quarterly checkpoint.
Do you work with regulated (FINRA/RIA/broker-dealer) or unregulated fintech?
Both. Our writers include financial licensed contributors when needed. Where FINRA/CFPB/OCC/GLBA constraints shape acquisition, we build inside the constraint.
How is fintech marketing different from SaaS marketing?
The metric is different (funded account, not signup). The trust bar is higher. The compliance layer is real. The buyer is different (finance leaders, not product leaders). Retrofitting a SaaS playbook onto fintech is why most fintech marketing fails.
What’s the typical engagement cost?
Growth AI tier at $5,997/mo for Series A/B fintech. Scale AI at $9,997/mo for later-stage or multi-product companies. Enterprise custom for multi-brand or global fintechs with complex regulatory footprints.
How fast is impact?
Compliance-approved copy library: 30 days. ABM: 60–90 days to booked meetings. SEO/GEO: 90–120 days. Full-funnel activation improvement: 6–9 months.
Do you replace our existing marketing team?
Augment. MV3 reports into your VP Marketing, CMO, or Growth lead. We install systems and run programs. Where you don’t have marketing leadership yet, we help design the team.
Where do I start if I’m evaluating?
The $997 GEO Audit is the recommended entry, specifically valuable for fintech because AI Overviews and Perplexity are increasingly the discovery layer for financial-product research. You’ll see exactly where you’re invisible.

Not sure where to start? The GEO Audit is where 70% of our fintech engagements begin.

Start With The $997 GEO Audit →
VM
Vance Moore
Vance oversees the MV3 team; every fintech engagement is delivered by the team, and Vance signs off on every deliverable.
Ready When You Are

Book a fintech growth call.

Thirty minutes. Our team asks about your product mix, regulatory frame, and current signup-to-funded ratio. You walk out with a 3-lever plan whether or not we engage.

Book the call →