Top Financial Services Marketing Agencies (2026)

Fintel Connect

Fintel Connect is the leading all-in-one affiliate management agency, platform, and network exclusively for banks, credit unions, and fintechs. We partner with thousands of targeted, high-quality traffic sources and powers the affiliate programs of 100+ leading financial institutions, including Grasshopper, Scotiabank, and BMO.

Solution 1: Fintel Performance

Fintel Performance is the platform, agency, and network of 6,000+ vetted affiliates that power the affiliate campaigns for credit cards, high-yield savings accounts, investing, insurance, mortgages, and lending.

Platform

Accurate performance data on a platform built to support consistent growth across products and partners.

• Supports complex tracking and reporting built for how financial brands measure performance
• Enables flexible commissions and campaign structures across multiple products
• Maintains accuracy and compliance as rates, offers, and disclosures change, through integrated tools like Fintel Check

Because we specialize in affiliate marketing for financial services, we understand the complexities of bank marketing and use our expertise to help every client see results from the affiliate channel.

Fintel Performance has tracking and reporting that allows you to track and report by product type, and pay out commissions in a more granular way (e.g. by approved accounts or funded loans). Our platform can also integrate data and reporting into the CRM or dashboard that your team uses most often, meaning you can more easily surface insights and monitor progress in real time.

Agency

We provide industry and competitive insights grounded in deep affiliate experience across financial products.

• Applies product-level expertise across rates, features, conversion benchmarks, and CPA targets to guide smarter decisions
• Provides hands-on program management, from budgeting and planning to continuous optimization
• Adjusts strategy and investment based on real-time market signals from affiliate partners

Affiliate network

Trusted publishers, comparison sites, and creators aligned to your products within a network of 6,000+ partners.

• Unlocks partnerships with the right affiliates for your business goals, including sites like NerdWallet and Bankrate that are difficult to reach without established relationships and category expertise
• Guides partner selection based on what’s working across similar products and markets
• Reduces reliance on one or two publishers through a diversified, performance-driven partner mix

With Fintel Connect, you have comprehensive affiliate marketing support that can scale to meet your goals with less work for your in-house teams.

Solution 2: Fintel Check

Financial businesses face affiliate marketing compliance issues, which includes making sure affiliate pages are providing the correct information to potential customers. Our tool, Fintel Check, is an AI-powered content monitoring and evaluation tool that automates up to 90% of compliance review, so affiliate campaigns launch faster, issues are caught earlier, and growth doesn’t stall on manual reviews.

Solution 3: Generative engine optimization (GEO) services

Fintel Connect helps financial brands get featured in AI-generated answers before competitors claim that ground, through monthly intelligence reports, a curated affiliate network, and an optimization strategy built specifically for financial brands. This includes AI visibility intelligence and affiliate placements for banks, credit unions, and fintechs.

Fintel Connect works best for financial brands ready to scale the affiliate channel, whether you’ve already seen early affiliate success, aren’t getting results from a generalist platform, or are starting an affiliate program for the first time.

Want to learn more about what Fintel Connect can help your marketing team achieve?

BankBound

If you are looking for a content creation, BankBound is a digital marketing agency specifically for community banks. They have experience serving financial companies across acquisition, engagement and awareness.

BankBound’s specialties are search engine optimization (SEO) and content, so they are a great partner for ramping up your content marketing across your blog, email marketing, social media channels and more. They offer a three-month pilot program for new customers to test digital channels, so they can also help you figure out the next level steps for building a digital marketing machine.

BankBound works well for: Community banks and credit unions, local financial institutions, and other financial products.

CSTMR

CSTMR is a full-service digital marketing and branding agency built entirely for fintechs and financial companies. They help brands launch, scale, and stand out by taking care of everything from start to finish, including brand positioning, user-friendly web design, paid media ads, and email campaigns. They also specialize in modern search and AI visibility (SEO and Discovery Optimization) so brands show up where customers are searching, making it much easier for financial businesses to build trust and drive real customer growth.

CSTMR works well for: Fintechs, banks, credit unions, lending platforms, payments providers, investment and wealthtech companies looking to launch, rebrand, or scale customer acquisition.

New Media Advisors

More than a content marketing partner, the team at New Media Advisors are digital marketing consultants and SEO specialists. They cut their teeth on marketing for financial companies, so are experts in this industry.

Their strategic advisor approach aims to make your marketing team sustainable in the long term while supporting your in-house efforts in the short term. Services include fractional marketing leadership, SEO audit, content strategy and creation, and local search optimization.

New Media Advisors works well for: All types of financial brands that want to future-proof their marketing efforts for sustainable growth.

Mint Studios

A content marketing agency designed for financial companies and fintechs is Mint Studios. They specialize in long-form content with an outcome-driven approach, where the focus is helping financial companies position themselves as thought leaders and qualified leads.

They differentiate themselves in three key ways: they specialize in financial services, they’re focused on lead generation, and they take care of the whole content marketing process, including strategy, interviewing, writing and publishing. Their services include content strategy, interview-based content, SEO and tracking and reporting.

Mint Studios works well for: Financial brands and fintechs in North America, the UK and Europe, looking to acquire customers and position themselves as experts with content marketing.

MCD Partners

If you are looking for an agency specialized in design, MCD Partners is a digital marketing and experience design agency that has worked with many financial institutions. They are a subsidiary of M&C Saatchi Worldwide.

MCD Partners specializes in creating seamless experiences for consumers on websites and other digital channels.

MCD Partners works well for: Financial brands focused on improving web design, UX/UI, web branding and strategy.

Catalyst UX

Another design agency with a financial-services focus to consider is Catalyst UX, a UX design and development agency, which is a subsidiary of Unosquare.

Catalyst UX specializes in UX, product design and development, digital transformation, UX research and analysis. Fintech is one of their three areas of expertise.

Catalyst UX works well for: Enterprise financial firms, consumer financial solutions, and financial institutions (i.e., banking, lending, private equity, etc.) looking to do a deep dive on UX improvements.

Huge

Huge is a human-first, AI-native design and technology company. They offer a variety of services including brand strategy & design, marketing & content, products & platforms, and AI activation. 

Huge well for: Traditional financial institutions.

mvpGrow

mvpGrow is an “on-demand marketing department” that blends strategic thinking with hands-on execution. Their global team specializes in B2B marketing for fintech and SaaS. With services across SEO, content marketing, lead generation, performance-driven campaigns, and conversion funnel optimization.

mvpGrow brings a data-driven, no-cookie-cutter methodology to help their clients unlock product-market fit, reduce acquisition costs, and drive marketing-qualified lead growth—all without the overhead of internal hires. Every strategy is tailored to fintech’s unique challenges and customized to each client’s specific business goals, ensuring measurable, sustainable growth.

mvpGrow works well for: B2B fintech startups and SaaS companies ready to scale.

Deluxe Marketing 

Deluxe Marketing, a division of Deluxe, is a trusted leader in data-driven marketing solutions. By combining actionable data and analytics with full-service agency support, we help businesses reach and convert the right customers. Whether it’s strategic campaign design and consulting, data and audience integration, campaign production and deployment, or performance forecasting and attribution, we drive real, measurable results. 

Who Deluxe works well for

• Primary verticals: financial services (banking, lending, and credit companies)
• Secondary verticals: home improvement, telecom, utilities, retail, insurance, etc.

Onboard Partners

The growth experts at Onboard Partners focus on building up your customer base and lifetime value. This full-service performance marketing agency can help you develop strategic partnerships, manage your portfolio and even access funding to help reduce marketing costs until you achieve ROI.

Onboard Partners works well for: Financial firms such as banks, credit card providers, fintechs and payment providers.

Fiat Growth

Another full-service performance marketing agency that knows the financial industry is Fiat Growth. They can advise on go-to-market strategies, build your paid search advertising from scratch, develop strategic partnerships, and help you choose the right tracking and reporting software to keep an eye on your ROI.

Fiat Growth works well for: Emerging banks, financial firms and fintechs, such as personal financial management apps, business spend management tools, investment platforms and more, have seen growth with Fiat.

Vested

One PR agency to consider for financial companies is Vested, a PR communication and marketing consulting agency with offices in the US, UK and Canada.

Vested specializes in PR and communication, including executive communication, branding and crisis communication. They also offer web and social media marketing services and are rapidly expanding their suite of services.

Vested works well for: Financial institutions including private equity, fintech, banks, insurance, and more.

Caliber

A PR agency with 10+ years’ experience in financial marketing is Caliber. Their services include PR campaign execution, brand message development, and strategic speaking engagements.

Caliber can provide industry-specific public relations guidance, helping you tell your story to reach your target audiences and improve your online presence.

Caliber works well for: A wide range of US financial brands with a national and international customer base.

Evaluate the agency on:

• Proven expertise. Look for direct experience in finance, ideally with references from current financial clients about performance and value delivered.
• Regulatory fluency. They should understand banking and fintech compliance requirements and how to adapt quickly as regulations or consumer behavior shift.
• Measurable ROI. Look for finance-specific metrics and reporting, such as account sign-ups or approved loans, not just generic conversion data.
• Channel-specific strength. Match the agency’s specialty to the channel you actually need, whether that’s one tactic done deeply or full-service support.
• Cultural fit. The strongest partners reflect your brief back clearly and treat your program as a partnership, not just an account.

Make sure you have these in place before you start:

• Product-market fit. Agencies scale existing traction; they’re not built to test unproven products. Without fit, a freelancer may serve you better first.
• A conversion-ready funnel. Your website and app should make it easy to sign up, so agency-driven traffic doesn’t drop off before converting.
• Infrastructure that can scale. Confirm your systems can handle increased volume without downtime.
• Clear channel and ROI goals, informed by what’s already working for competitors in your space.
• A budget that accounts for ramp-up time, since performance channels like affiliate and programmatic marketing take time to show returns.

The right financial services marketing agency depends on the channel you’re trying to grow, not on brand recognition alone. Fintel Connect leads affiliate marketing for banks, credit unions, and fintechs, while the agencies above bring specialized expertise in content, design, PR, programmatic, and performance marketing. Match the agency to the gap in your team, confirm you have the fundamentals in place, and you’ll be positioned to extend your team’s reach rather than just add another vendor.