/ INDUSTRY · FINANCE & INSURANCE

    Marketing Agency for Finance & Insurance.

    Finance and insurance work on social in 2026 through education content and trust building. We build fintech and insurance brands that deliver qualified leads at volume through TikTok and Instagram.

    Creator setup on a shoot for a brand in the Finance & Insurance space

    Finance and insurance work on social in 2026 through education content and trust building. We build fintech and insurance brands that deliver qualified leads at volume through TikTok and Instagram.

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    Pain points of our Finance clients

    We hear these topics in almost every first conversation with Finance brands:

    • →Strict regulation in finance advertising
    • →Products that need explaining
    • →Trust before purchase is critical
    Scene from a social media production for Finance & Insurance

    "This is why 80% of all savers lose money in year one."

    Platform mix for your industry

    TikTok (30%), Instagram (30%), LinkedIn (20%), Meta Ads (20%). This selection isn't a one-size-fits-all channel plan: for Banks, Insurers, Financial service providers, we give each platform a clear job across discovery, deeper information and action. Organic content delivers topic and format signals; paid distribution only extends variants that fit the audience and the respective goal. Educational, anti-„finfluencer-hype", evidenz-basiert.

    Education Reels & TikTok

    Explainer formats without hype, with substance. For Banks, Insurers, Financial service providers we translate this building block into concrete topics, formats and sign-off steps. Financial communication needs clear risk disclosures, verifiable claims and traceable sign-offs. We define upfront what role the content plays in the customer journey and which reaction counts as a meaningful signal. That keeps the approach industry-specific, traceable and adjustable across multiple production cycles.

    Compliance setup

    We know BaFin/FMA guidelines for advertising. For Banks, Insurers, Financial service providers we translate this building block into concrete topics, formats and sign-off steps. Evaluate qualified leads, appointment bookings, close rate and lead quality. We define upfront what role the content plays in the customer journey and which reaction counts as a meaningful signal. That keeps the approach industry-specific, traceable and adjustable across multiple production cycles.

    Lead funnels

    Meta lead ads, landing pages, CRM integration. For Banks, Insurers, Financial service providers we translate this building block into concrete topics, formats and sign-off steps. Financial communication needs clear risk disclosures, verifiable claims and traceable sign-offs. We define upfront what role the content plays in the customer journey and which reaction counts as a meaningful signal. That keeps the approach industry-specific, traceable and adjustable across multiple production cycles.

    Seasonality & timing

    January (tax, resolution), April (tax), Q4 (year-end closings). That's why we plan seasonal topics not as a single push but backward from the relevant decision point. Concept, production, sign-off and the learning phase each get enough lead time. Outside peak periods, recurring formats keep visibility stable and feed insights into the next focus.

    Content production for Finance

    Production is built around real situations from Finance. To do that, we bundle Explainer videos, Myth checks, Everyday scenarios, Expert Q&As into repeatable series, plan variants before the shoot and clarify sensitive claims and sign-offs early on. A single production day yields different openings, lengths and aspect ratios, so the same cut doesn't land unchanged on every channel.

    How we get started with you

    At the start, we prioritize reduce complexity and strengthen trust. In the first phase of work, we review existing content, landing pages, sign-off paths and measurement options. A 90-day plan then takes shape with topics, formats, a production rhythm and clear responsibilities. The first publications serve as a solid learning phase; after that, topics, variants and distribution are adjusted based on the agreed metrics. Results always depend on the offer, starting position, budget, internal sign-offs and consistent execution; that's why we don't promise blanket results.

    STRATEGY

    What Finance & Insurance marketing needs to deliver.

    Who it's for
    • Banks
    • Insurers
    • Financial service providers
    Goals
    • Reduce complexity
    • Strengthen trust
    • Win advisory calls
    Measurement
    • CAC
    • lead quality
    • conversion-to-customer rate
    What makes the difference

    Financial communication needs clear risk disclosures, verifiable claims and traceable sign-offs.

    Evaluate success meaningfully

    Evaluate qualified leads, appointment bookings, close rate and lead quality.

    CONTENT SYSTEM

    Formats that fit Finance.

    01

    Explainer videos

    Explainer videos make the offer understandable in a concrete usage situation. This format is especially suited to reduce complexity and to getting several variants for organic posts and ads out of a single shoot.

    02

    Myth checks

    Myth checks pick up the questions that actually come up before a decision. Each episode covers only one objection, delivers a traceable proof point and then leads to a fitting next step.

    03

    Everyday scenarios

    Everyday scenarios combine a clear opening with the benefit that matters to Banks, Insurers, Financial service providers. Different openings and lengths can be tested against each other without diluting the core message.

    04

    Expert Q&As

    Expert Q&As are planned as a recognizable series rather than produced as one-off ideas. That makes it possible to see over several weeks which topics strengthen trust and which variants are suited to paid distribution.

    CUSTOMER JOURNEY

    From first contact to decision.

    1. 01

      Awareness

      We show situations and problems that Banks, Insurers, Financial service providers recognize from their everyday life. The opening is concrete enough to create relevance before brand or offer are explained.

    2. 02

      Consideration

      Explainer videos and Myth checks explain benefit, process and differences. That way, the content answers the questions that arise between initial interest and serious evaluation.

    3. 03

      Action

      Depending on the offer, the next step leads to an inquiry, booking, visit or purchase. Message, landing page and measurement are connected so that reduce complexity shows up as more than just reach.

    4. 04

      Retention

      Everyday scenarios and Expert Q&As pick up experiences, new questions and recurring occasions. That creates an ongoing series that informs existing customers and makes referrals easier.

    FREQUENTLY ASKED QUESTIONS

    FAQ.

    Meta and TikTok have strict guidelines for investment claims. We build creative in a compliant way.

    For Reduce complexity, Strengthen trust, Win advisory calls, individual posts are rarely enough. What works is a coordinated system of strategy, repeatable formats, ongoing production and targeted distribution. Which building blocks are actually needed depends on the offer, target group, existing material and your team's resources.

    TikTok (30%), Instagram (30%), LinkedIn (20%), Meta Ads (20%). We treat this selection as a starting point. What matters is where Banks, Insurers, Financial service providers discover, compare and ultimately act. Each chosen channel gets its own role and matching formats instead of the same post being published identically everywhere.

    At the start, we prioritize reduce complexity and strengthen trust. In the first phase of work, we review existing content, landing pages, sign-off paths and measurement options. A 90-day plan then takes shape with topics, formats, a production rhythm and clear responsibilities. The first publications serve as a solid learning phase; after that, topics, variants and distribution are adjusted based on the agreed metrics. The exact scope stays transparent: responsibilities, delivery volumes, sign-offs and reporting cadence are agreed before production begins.

    The effort depends on the number of channels, production scope, creator involvement, paid media management and sign-off loops. After the initial call, you get a transparent proposal with clearly scoped services instead of a flat standard package.

    Evaluate qualified leads, appointment bookings, close rate and lead quality. Reach and engagement serve as early signals, but they don't replace business-relevant metrics. Before the start, we therefore define which action counts, how it's tracked and at what cadence a solid evaluation is possible.

    Financial communication needs clear risk disclosures, verifiable claims and traceable sign-offs. We also clarify usage rights, consent, sign-offs and sensitive claims before publication. That keeps production fast without sacrificing accuracy or trust for short-term attention.

    Let's talk about your Finance strategy.

    Tell us briefly what you need — we'll get back to you within 24h with a concrete proposal.

    Get in touch

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