Compliant, High-Performance Marketing for Finance and Fintech Brands
We are a finance marketing agency running lead generation and app growth for mortgage brokers, fintech apps, investment platforms, tax firms and financial events, built to pass ad review and to fill your pipeline with people who can actually say yes.
- MORTGAGESVERIFYGoogle financial services verification in many markets, plus Meta’s special ad category
- INVESTING APPSNO PROMISESNo guaranteed returns, risk warnings on ads and landing pages
- TAX & ACCOUNTINGSEASONALLighter rules, heavy deadline spikes, very high CPC in filing month
- CRYPTOCERTIFYGoogle certification and Meta written permission, with a local licence, before any ad runs
- INSURANCESPECIAL CATEGORYNo age, gender or postcode targeting on Meta in covered countries
- LENDINGDISCLOSEAPR, repayment terms and a representative example, and some short-term loans banned outright
Financial Marketing That Generates Real Leads, Not Just Compliant Impressions
Finance is the category where one wrong word in an ad can pause your whole account.1 Where the cheapest lead is usually the worst one.2 Where the targeting that worked two years ago has been switched off.3 And where the sale closes weeks after the click, inside a CRM the ad platform never sees.4
- Rejections cost more than the adRepeated policy strikes on Google or Meta can limit or suspend the advertiser, not just the ad. We plan creative around the rules before anything is submitted, so you are not stuck in a rejection loop in your busiest month.
- Cheap leads are cheap for a reasonA one-tap Meta form for “check what you could borrow” will flood you with people who cannot get a mortgage. A few honest qualifying questions cost you some volume and save your advisers hours.
- Credit and insurance targeting is restrictedMeta’s financial products and services category removes age, gender and postcode targeting in the US and a growing list of other countries. Your creative and your form now do the targeting.
- The real conversion is offlineApproved applications, funded accounts and signed clients happen days or weeks later. Unless those events go back to Google and Meta, the platforms optimise for form fills and you pay for junk.
Finance Marketing Agency Results
Figures from financial services clients we manage, written the way your accountant would like them: line by line, no rounding up.
We work with policy-heavy accounts across the UK, India, the UAE and Australia: mortgage and property finance, fintech apps, investment platforms, tax and accounting firms, and financial expos.
What You Want to Say, What the Platforms Allow, What We Write Instead
Most rejected finance ads fail for the same handful of reasons. This is the ledger we work from when we brief creative.
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General platform guidance as of 2026, not legal advice. Rules change and vary by country and product. Your compliance officer or legal adviser has the final say on every claim, and we build that sign-off into the creative calendar.
Where Finance Brands Get Their Best Customers
Finance buyers research for weeks. Each channel catches them at a different point, so we rarely run just one.
Google Ads
Search catches people already comparing brokers, rates and apps. Call ads and lead forms work well for mortgages and insurance.
SEARCH · CALLS · PMAXMeta Ads
Volume for mortgages, insurance and events, run inside the special ad category with qualifying lead forms.
LEADS · TICKETS · RETARGETLinkedIn Ads
For B2B fintech, wealth managers and advisory firms selling to business owners and finance teams.
B2B · ADVISORY · WEALTHApp Marketing
For fintech apps we optimise for sign-up, verification or first deposit, never raw installs.
INSTALL · KYC · DEPOSITYouTube Ads
Explainer video builds the trust a money decision needs, and keeps your brand in mind during a long research phase.
EXPLAIN · TRUST · RECALLCRM and Automation
GoHighLevel or HubSpot follow-up within minutes, plus WhatsApp and email nurture for leads not ready yet.
GHL · HUBSPOT · NURTUREFollow-up runs on WhatsApp marketing and email marketing for leads that are interested but not ready to apply yet.
The Lead Sieve: Five Screens Between the Ad and Your Advisers
Each screen is finer than the last. Some volume falls through, and that is the point. Your team only talks to people who fit.
The ad says who it is for
“For UK homeowners remortgaging in the next six months” filters before anyone taps. Restricted targeting means the copy has to do this job.
Three to five honest questions
Loan amount, property value, timeline, employment type. We use Meta’s higher-intent form with a review step and keep free-text fields to one.
Real people only
Phone verification by SMS code, email validation, duplicate checks against your CRM, and bot filtering on landing page forms.
CRM scoring and routing
GoHighLevel or HubSpot scores each lead on amount, timeline and source. Hot leads go to an adviser, the rest go into a nurture sequence.
Outcomes go back to the platforms
Booked consultations, applications and funded accounts are sent back as conversions, so Google and Meta bid for more people like your clients.
How We Grow Financial Services Brands
Compliant campaigns live within about 14 days. Here is what moves the line, marked the way an analyst marks events on a price chart.
Compliance Audit and Creative Framework
We review every live ad, landing page and form against platform policy and your regulator, then build a set of pre-cleared claims and disclaimers the team writes from.
DAYS 1 TO 4Audience and Intent Mapping
We map the journey from first search to signed client: what people type, which questions they ask, and how long they take. Then targeting and offers for each stage.
DAYS 3 TO 9Campaign Launch and CRM Setup
Campaigns go live with qualifying forms, phone verification and CRM automation that contacts every lead within minutes.
AROUND DAY 14Scale Quality, Suppress Volume
Weekly changes judged on consultation rate and application rate, not lead count. Budget only rises when cost per qualified lead holds.
WEEKLY, FROM WEEK 3
How Zuplex Generates 150+ Landlord Leads Every Week With Google Ads and GHL
Zuplex is a UK property management group offering guaranteed rent to landlords. We built a Google Ads system with call ads and lead forms, connected to GoHighLevel so every enquiry gets an automated reply within two minutes.
Why it works for any lead-based finance business: high-intent search, a form that asks the right questions, and a reply before the landlord has called the next company on the list.
Read the Zuplex storyOur Finance and Fintech Holdings
The finance brands we have run campaigns for. Where a result is published, it is listed. Where it is not, we leave the cell empty rather than guess.
Finance Marketing: Frequently Asked Questions
Can you advertise financial products on Meta and Google?
Yes, with the right setup. Some products need verification or written permission before ads can run, and every ad has to follow each platform’s financial services policy. We sort out the approvals first and write creative inside the rules, so campaigns are not stuck in rejection cycles.
What is Google’s financial services verification and do I need it?
It is a check Google runs on advertisers promoting financial products in a growing list of countries, including the UK, India and Australia. You usually need to show you are authorised by the local regulator. If your product falls under it, ads will not serve until it is approved, so we start the application in week one.
What does Meta’s special ad category change for finance ads?
Ads for credit, loans, insurance, investments and similar products must run under the financial products and services category in the US and a growing number of other countries. Age, gender and postcode targeting are removed and location targeting is wider. It still works well, but the ad copy and the lead form have to do the qualifying.
Can you run ads for crypto?
Only for licensed businesses in markets where it is allowed. Google requires crypto certification per country and Meta requires written permission, and both expect a local licence or registration. While that is in progress we can market crypto events and education, which have looser rules.
What financial verticals do you work with?
Mortgage broking, property finance, fintech and investing apps, tax and accounting, insurance, financial advisory, and financial events and expos, across the UK, UAE, India, Australia, the USA and Europe.
How do you get quality financial leads rather than just volume?
Clear copy about who the product is for, three to five qualifying questions in the form, phone verification, CRM scoring, and follow-up within minutes. Then we send booked consultations and applications back to Google and Meta so they optimise for those, not for form fills.
Do you work with regulated financial businesses?
Yes. We know the platform rules and the common regulator expectations around risk warnings and claims, and we build a sign-off step into the creative calendar. We are not lawyers, so your compliance officer or legal adviser approves every claim before it goes live.
What CRM systems do you integrate with?
Mostly GoHighLevel for high-volume lead businesses and HubSpot for advisory firms with longer sales cycles. We also connect Salesforce and Pipedrive.
For a fintech app, do you optimise for installs?
No. Installs are cheap and tell you little. We optimise for the first event that predicts value, usually completed sign-up, identity verification or first deposit, and we report cost per funded account alongside cost per install.
How soon will we see leads?
Campaigns are usually live around day 14, and lead flow starts within days of launch. Verification can add time if it is not already in place. A reliable read on cost per qualified lead usually takes six to ten weeks, because finance sales take time to close.
Is there a minimum contract?
Yes, three months, then month to month. Approvals, tracking and the first offline conversion data take that long, and it means you judge us on qualified leads, not on week one.