B2B FinTech SaaS · Payhawk
Spend, treasury, and finance-ops platforms. CFO-and-controller buying committees with procurement gating on SOC 2, data residency, and contract terms.
Industries · FinTech & Financial Services
Marketing for fintech and financial services. Built around the constraints, not against them.
Marketing in financial services moves at the speed of legal review. Every claim is a regulatory exposure. Every campaign clears a compliance gate before it ships. Every region has its own variant of the same rule. We build compliance into the campaign architecture from the start — not as a gate to clear after the fact, but as the brief itself.
We run pipeline programs for B2B fintech SaaS, lending, banking technology, crypto and digital assets, and trading. Payhawk, Nexo, Access Finance, Eightcap. Compliance-aware content workflows. Multi-region campaign infrastructure. Measurement that holds up under legal review.
Compliance-aware content workflows
Multi-region · multi-jurisdiction
Legal-reviewed creative · auditable
Where we've worked
The financial services categories we've operated across.
FinTech isn't one category. A B2B spend-management platform clears very different compliance gates than a lender, a crypto custodian, or a licensed bank. Each category has its own regulatory frame, its own buying committee, and its own evidentiary bar for trust.
FinTech coverage · regulatory intensity
Trading & brokerage · Eightcap
Multi-jurisdiction retail CFD and forex. FCA / ASIC / CySEC creative variants shipped from one production system; risk warnings localised per regulator.
Crypto & digital assets · Nexo
Custody, earn, and digital wealth. Measurement infrastructure rebuilt for a regulatory landscape that changes faster than ad platforms can keep up.
Lending & credit · Access Finance
Consumer credit and BNPL. APR disclosure, eligibility framing, and creditworthiness language reviewed at the creative-brief stage — not after.
Banking technology
Licensed neobanking and digital-first retail banking. Multi-quarter sales cycles with bank-grade compliance review on every public-facing asset.
What's different
What makes financial services different.
Four dynamics shape every pipeline program in this vertical — and most agencies miss all four. The first is a workflow problem. The other three are buyer problems.
Live · compliance-aware content workflow
01
Workflow · not friction
Compliance is a design constraint, not an obstacle.
Most agencies treat legal review as a final gate that creative bounces off. We treat it as the first input. Claim language, disclosure placement, and regulator variants are baked into the brief — so the campaign that exits review is the campaign that was designed. Legal stops being the bottleneck. Velocity goes up, not down.
02
Trust is the sale
In financial services, proof is a load-bearing wall.
A buyer evaluating a fintech vendor is signing up for risk transfer. Auditor names, certification logos, customer logos, regulatory licences, security postures — these aren't trust signals. They're the actual product story. Pipeline content in this vertical is built around evidence, not adjectives.
03
Regional regulatory variance
The same campaign needs different rails per region.
A risk warning that reads correctly under FCA rules in the UK won't pass ASIC in Australia. MiCA reshaped EU crypto disclosures. US lending varies state by state. We build campaign systems where the master brief generates regulator-correct variants — not where each variant gets rebuilt from scratch.
04
The buying committee
Legal and Compliance are in the buying committee.
CMO. CFO. Head of Compliance. General Counsel. Procurement. A fintech deal closes when all five align. Marketing has to feed each of them — security postures and audit reports for Compliance, contract terms and SLAs for Procurement, ROI and pipeline impact for the CFO. Different content, different channels, one deal.
Inside Contact-Level ABMServices · FinTech GTM mapping
What we run for fintech and financial services companies.
The Verto inbound and outbound streams map to fintech GTM. The full system runs on every engagement; specific layers get weighted by sub-category and sales motion.
Service · FinTech GTM motion · matrix
| FinTech motion ↓ · Service → | SEO /AEO | LinkedInPaid Social | PaidSearch | 6sense /DemandBase | LinkedInAI Targeting | Contact-Level ABM | PipelineIntelligence |
|---|---|---|---|---|---|---|---|
| Trust-signal content | |||||||
| Compliance-aware paid creative | |||||||
| Multi-region localisation | |||||||
| Committee engagement (CMO · CFO · Compliance) | |||||||
| Long-cycle nurture | |||||||
| Customer expansion |
Primary
Supporting
Not used
B2B FinTech SaaS
Spend, treasury, finance ops.
- SEO + AEO investment around finance-leadership and CFO-office search intent
- LinkedIn AI Targeting on the controller and finance-ops persona
- Contact-Level ABM into the CFO — security & SOC 2 evidence at procurement stage
Multi-region fintech
Multi-jurisdiction · multi-language.
- Master-brief campaign system that auto-generates regulator-correct variants per region
- LinkedIn Paid Social + Paid Search localised to FCA / ASIC / CySEC / MiCA disclosure rules
- Pipeline Intelligence consolidates measurement across regions into one source of truth
Banking technology
Trust-first, long-cycle, committee deals.
- Heavyweight 6sense / DemandBase intent intelligence on named financial-institution targets
- Contact-Level ABM coordinated across CMO, CIO, Head of Compliance, General Counsel
- Pipeline Intelligence wired to multi-quarter sales cycles — attribution that survives an 18-month deal
What this has looked like
The work, in fintech and financial services.
A few engagements that show how the system adapts to regulated markets.
CFO-office demand engine
across UK · DE · NL · ES
Compliance-aware paid creative
localised per finance regulator
"Their team demonstrated deep expertise in server-side tracking and digital analytics from the start. For us, Verto is like an extension to our in-house teams." (Avgustina Dobreva, Director of Performance Marketing, Payhawk · G2 verified.)
See the work
Measurement infrastructure rebuilt
for a fast-moving regulatory landscape
Unified data architecture
across web, app, and server
Rebuilt for a regulatory landscape that changes faster than ad platforms can catch up. Unified data architecture across web, app, and server.
See the work
Multi-market consumer credit
scaled across 10+ markets
APR + eligibility disclosure
localised per regulator
Compliance-aware acquisition system. Master-brief variants generated per market — not rebuilt from scratch.
See the workCustomer voice
Our clients speak for themselves.
4.9 / 5
"Their team demonstrated deep expertise in server-side tracking and digital analytics from the start. Communication was prompt and clear, and Yasen and the team were always available to answer our questions. For us, Verto is like an extension to our in-house teams."
Avgustina Dobreva
Director of Performance Marketing, Payhawk
G2 G2 verified review · October 2024
"What impressed me most about VertoDigital is their ability to combine deep data expertise with a strong sense of innovation. Together, we built a data-led marketing foundation — breaking silos, structuring complex data across units and markets, and implementing a unified user tracking system."
Karolina S.
Enterprise / Banking
G2 G2 verified review · August 2025
Start here
See whether your measurement holds up under legal review. In five days.
A free Pipeline Readiness Assessment for fintech and financial services. An ICP audience snapshot tuned to your buyers, an AI search visibility check across regulated-category queries, and a compliance-aware measurement gap analysis across GA4, server-side tagging, and CRM. Yours to keep.
Five business days. Thirty minutes of your time. Yours to keep.