Industries — Financial services — Fintech

Fintech marketing that turns trust into pipeline.

Shmeer is a fintech marketing agency for startups and growth-stage financial technology companies, led by a founder with an investment banking background. We combine fintech SEO, AI search visibility, positioning and compliant paid media to win buyers who are careful about who they trust with money and data.

01 — The problem

Crowded category. Skeptical buyers.

Why fintech marketing is different

Fintech buyers, whether consumers, finance teams or banks, are cautious. They want proof of security, compliance and stability before they switch, and they research heavily, often asking AI assistants which providers to consider.

The category is crowded and expensive to advertise in, financial ads face platform restrictions, and claims about returns, rates or security need legal review.

The fintechs that win are the answer buyers keep finding: clearly positioned, visible in search and AI answers, and credible at every step.

02 — What's included

Growth built for financial technology.

01 — Fintech SEO

Rank where buyers research.

Content around buyer problems, use cases, comparisons and integrations, with technical SEO for product and docs sites.

02 — AI search visibility

The category answer.

GEO so ChatGPT, Perplexity and Gemini name you in category questions, tracked in InfluenceLayer. See GEO.

03 — Positioning & brand

Credible from the first glance.

Category, messaging and brand that signal trust and stability. See brand strategy.

04 — Compliant paid media

Spend within the rules.

Google, LinkedIn and Meta campaigns within financial ad policies, with legal review built in. See paid media.

05 — Lifecycle

From signup to activation.

Onboarding, activation and nurture for consumer and B2B fintech. See lifecycle marketing.

06 — Pipeline reporting

Measured in revenue, not clicks.

Attribution and dashboards for pipeline, CAC and payback. See marketing analytics.

03 — How it works

How a fintech engagement runs.

Weeks 1–2

Diagnose

Positioning, funnel, channels, AI visibility baseline and compliance workflow.

Weeks 2–4

Plan

Messaging, channel priorities, content map and pipeline targets.

Month 2 onward

Build & launch

Content, SEO, GEO, campaigns and lifecycle, with legal review.

Ongoing

Report & scale

Monthly reporting on pipeline, CAC, AI share of voice and revenue.

04 — Proof

From invisible to the category answer.

B2B fintech — 8+ month engagement

From invisible to the category answer in eight months.

0 → 71%
AI share of voice on category queries
4 of 5
Major AI engines now cite the brand
+34%
Inbound demos sourced from AI referral
05 — FAQ

Fintech marketing, answered.

What does a fintech marketing agency do?

It helps financial technology companies build awareness, trust and pipeline: positioning and brand, fintech SEO and content, AI search visibility, compliant paid media, lifecycle marketing and reporting on pipeline and revenue.

Is SEO worth it for fintech companies?

Yes. Fintech paid clicks are expensive, and content that ranks for buyer problems, comparisons and integrations keeps producing demand. It is also the foundation for appearing in AI answers.

How do fintech companies handle ad restrictions?

By planning around them: following Google’s financial services policies, running Meta ads in the Financial Products and Services category in the U.S., avoiding unsupported claims and building legal review into the workflow.

Do you work with B2B and consumer fintech?

Yes, with a focus on startups and growth-stage companies. See also B2B marketing and SaaS marketing.

How do you measure fintech marketing?

By pipeline, activated users or accounts, CAC, payback and revenue, plus AI share of voice for category questions.

06 — Further reading

From the blog.

07 — Related services
08 — Let's build something

Ready to be the category answer?

Book a discovery call