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Finance · Fintech, advisory and lending firms · USA and Canada
Financial services marketing agency for fintech and advisory firms
PromotEdge International works as a financial services marketing agency for fintech companies, financial advisers, wealth managers, lenders and insurance firms in the USA, Canada and other markets. We plan content, LinkedIn, websites and apps that explain your services plainly, and build every piece for your compliance review. Our delivery team is in India.
Marketing your compliance team can approve, that still says something clear.
In short
Financial buyers move slowly and check everything. Clear content, a trustworthy site and a review process your compliance team trusts matter more here than clever campaigns.
For the software behind your service, see our software testing services and application modernization services pages.
For dashboards and reporting, see our Power BI consulting services page.
What we do for financial services firms
Every piece goes through your compliance review before it goes live.
Marketing
- Content marketingPlain-English guides and explainers that answer what clients ask, reviewed by your compliance team.
- LinkedIn adsCampaigns aimed at business owners, finance leaders and professionals.
- B2B SEOPages for the services and questions financial buyers search for.
Designing
- UI/UX designClear sign-up and onboarding flows for fintech products.
Grouped by kind of work. Pick one, or ask us which to start with.
Brands we have worked with
- Fine Organics
- Weichai
- Novozymes
- Dozco
- SANY
- Prezent
- Honest AI
- SCENNE
- Sara International
- Vega MPS
- Desi Machine Pvt. Ltd.
Work delivered from India. Results are shared one to one, under NDA.
- Since 2015
- Round the clock, as per your location
- 4 pillars
- We travel to our clients every 3 to 4 months
Financial businesses we suit
Fintech companies
Apps and platforms that need sign-ups, trials or business customers, within financial ad rules.
Financial advisers and wealth managers
Firms that win clients on trust, with ads governed by the SEC Marketing Rule or provincial rules.
Lenders
Business and consumer lenders, where rate and payment ads need required disclosures.
Insurance and accounting-adjacent firms
Services bought after careful comparison, often by businesses.
Talk to us
Tell us what you need
We use these details only to reply to you.
Rather talk now?
How we work
- 01
Tell us the goal
A rough note through the form on what you sell and what needs to change.
- 02
We study your market
How people find you today, where inquiries get lost, then a call in your working day.
- 03
A written plan
The work, who does it and how it is measured. Nothing starts until you approve it.
- 04
The work starts
Our team in India does the work, with calls set in your working hours.
- 05
Reports and visits
Every number we report shows its source and date range, and we travel to our clients every 3 to 4 months.
Common challenges
What gets in the way, and what we do about it
Typical situations, not results from a named client. None of this is legal advice.
Adviser advertising rules
In the USA, the SEC Marketing Rule governs investment adviser ads, including testimonials, endorsements and performance figures. Broker-dealers follow FINRA Rule 2210 on communications with the public. We write within those rules and leave final approval to your compliance team.
Lending and rate ads
Lending ads that state a trigger term, such as a monthly payment or rate, need the disclosures required by the Truth in Lending Act and Regulation Z. We build those into every ad that needs them.
Canadian rules
In Canada, CIRO and the provincial securities regulators set advertising rules for investment firms, and lenders follow provincial consumer protection laws. We check the rules for each province you serve.
Slow approvals
Compliance review can stall a calendar. We plan content ahead and keep a clear record of every claim and its source, so reviews go faster.
Saying nothing to stay safe
Vague copy is safe but does not persuade. We explain how your service works in plain words, without promises of returns.
How financial buyers decide
People and businesses choosing a financial provider compare carefully: fees, track record, how it works and whether they trust the firm. They read guides, check reviews and regulators' registers, and ask peers.
So the work starts with the questions your clients ask and the rules that apply to you. We build content, pages and campaigns for those, measure enquiries and sign-ups, and route every piece through your compliance review. We never give investment advice or make performance claims.
Cost
What financial services marketing costs
There is no public price list, because the cost follows the job.
What affects the cost
- How many services or products
- How much content each month
- The channels you choose
- Whether a website or app needs work first
How we price
Any ad spend is separate and goes directly to the platforms. You see the scope and the fee in writing before work starts.
Questions buyers ask us
It helps fintech, advisory, lending and insurance firms reach clients through content, LinkedIn, SEO, websites and apps, with every piece built for compliance review.
Yes. Fintech companies need sign-ups and business customers, so we combine product pages, onboarding design, content and paid campaigns within financial ad rules.
Yes. For advisers we focus on content, websites and LinkedIn, written within the SEC Marketing Rule or the rules in your province, with your compliance team approving.
No. Your compliance team approves every piece. We make that easier with a record of every claim and its source. This is general information, not legal advice.
Performance advertising has strict rules under the SEC Marketing Rule and FINRA. We do not write performance claims; your compliance team decides what can be shown.
Shivanand Mishra, our Digital Marketing Lead, leads financial services marketing, with our website coding team, led by Avijit Bhattacherjee on front end and back end, on apps and portals.
Tell us what is not working
A real person reads every message and replies.
Guides for this industry
- Guides
Credit union marketing ideas that follow the rules
Credit unions have something banks and fintechs do not: members who own the institution, and a field of membership that ties it to a place, an employer or a community. The best credit union marketing builds on that. It also has to follow rules most marketers have never read: NCUA's part 740 on accurate advertising and the official advertising statement, and the Truth in Savings advertising rule in 12 CFR 707.8. This guide gives practical credit union marketing ideas, all online, and the rule points each must respect, from the rule texts. It is general information about marketing, not legal advice. It sits under our main guide to digital marketing for financial services.
- Guides
FINRA advertising rules: a plain guide for marketers
If you market for a broker-dealer, almost everything you publish is a communication under FINRA Rule 2210: the website, ads, emails, social posts, webinars and the slides used in them. The rule decides who approves each piece, which pieces go to FINRA, and what they may say. This guide walks through the rule in the order it is written, in plain English, from the text on FINRA's own site as read on 12 November 2026. It is a summary for marketers, not legal advice. It sits under our main guide to digital marketing for financial services.
- Guides
Fintech marketing strategy: trust before growth
Fintechs ask people to trust a new name with their money or their company's payments. That makes trust the first job of marketing, ahead of reach. It also puts fintech marketing under rules that most start-ups meet only when an ad is rejected or a regulator writes: the FDIC's rules on deposit insurance claims, the CFPB's powers over deceptive practices, and Google's own financial services ad policy. This guide sets out a fintech marketing strategy that builds trust first and grows on it. It is general information about marketing, not legal or investment advice. It sits under our main guide to digital marketing for financial services.
- Guides
Marketing for financial advisors: what works inside the rules
Most advisors win clients through referrals, and most struggle to turn a website, a profile and some posts into steady first meetings. The rules make it harder: what an advisor may say about results, reviews and ratings is set out in the SEC Marketing Rule for SEC-registered advisers and in FINRA Rule 2210 for broker-dealers. This guide covers the marketing that works for advisors and how each piece fits those rules, from the rule texts themselves. It is general information about marketing, not investment or legal advice. It sits under our main guide to digital marketing for financial services.
- Guides
SEO for financial advisors: a practical guide
Most people choose a financial advisor after a referral, then search the name, or search for an advisor in their town when no one refers them. Either way, what they find decides whether they call. SEO for financial advisors is the work of showing up for those searches with pages that earn trust. Google holds financial content to a higher standard than most, and the SEC and FINRA rules shape what the pages may say about reviews and results. This guide covers both. It is general information about search, not investment or legal advice. It sits under our main guide to digital marketing for financial services.
All our services
Four kinds of work. One plan.
Strategy
- Brand strategyKnow what you stand for
- Marketing strategy consultingA plan before you spend
- Digital transformation consultingProcesses that run on software
- AI consultingWhere AI pays off for you
- CTO as a serviceTechnical leadership, part-time
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- India go-to-marketFor companies outside India
Technology
- AI automationHours back for your team
- AI agentsSoftware that does the task
- AI chatbotsAnswers day and night
- Outsource web developmentYour code, our team
- Hire developersEvery role, by the month or the hour
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- Staff augmentationExtra developers for your team
- Web app developmentSoftware your team uses daily
- Mobile app developmentApps for iPhone and Android
- CRM implementationOne record of every customer
- AnalyticsNumbers you can trust
- SaaS developmentYour product, built and run
- API integrationYour systems talking to each other
- MVP developmentA first version you can sell
- Software testingBugs found before your users do
- DevOpsReleases that ship without drama
- Software maintenanceUpdates, fixes and support
- Application modernizationOld systems made current
- Power BI consultingDashboards your team reads
- AI integrationAI inside the tools you use
- Custom CRM developmentA CRM built around your sales
Marketing
- SEO servicesGet found by buyers
- Local SEOCalls from nearby customers
- AI SEOShow up in AI answers
- Technical SEOA site search engines can read
- Content marketingArticles that bring in buyers
All marketingShow fewer
- Paid socialAds where your buyers scroll
- LinkedIn adsReach decision makers
- Email marketingEmails that bring buyers back
- Conversion rate optimizationMore inquiries from the same visits
- Ecommerce marketingMore orders for your store
- Influencer marketingCreators your buyers follow
- Lead generationQualified inquiries, not just clicks
- App store optimizationGet your app found and installed
- Social media optimizationSocial that supports sales
- Amazon adsProfit on Amazon, not just sales
- White label for agenciesDelivery behind your agency
Designing
- Website designSites that bring in leads
- WordPress websitesSites your team can edit
- Shopify developmentStores that sell across borders
- Ecommerce website designCustom stores beyond Shopify
- Brand identityLogo, colors and voice that match
All designingShow fewer
- UI and UX designScreens people find easy
- Landing page designOne page, one action
- Website maintenanceUpdates, fixes and backups
- Website redesignA new site without losing rankings
- Creative designCampaigns, motion and collateral
- White label web developmentBuilds under your agency's name