FinTech & InsurTech

Marketing consulting for FinTech and InsurTech across DACH

Build trust, qualify leads and make growth measurable, in an environment with high requirements.

In short

What makes marketing for FinTech and InsurTech different?

FinTech and InsurTech companies sell trust, often have long decision paths and have to align messaging with compliance. We advise scaleups and established providers on positioning, lead generation, CRM and reporting.

We have built marketing for FinTech companies from scratch and worked with insurers on data-driven lead processes, including for LEVA, Bitcoin Suisse and Generali.

Who it is for

Who it is for

  • FinTech and InsurTech scaleups that want to sharpen their positioning and win leads predictably
  • Established finance and insurance companies with many contacts but no clear scoring
  • Teams that have to bring marketing, sales and compliance together in one process
Proof

From practice

LEVA (FinTech): marketing built from scratch, with positioning, CRM, campaigns and reporting. Generali (insurance): data-driven lead scoring and email nurturing. Bitcoin Suisse: HubSpot onboarding, automation and reporting.

See all case studies →

Case study: lead nurturing at Generali →

Approach

How we work

Step 1

Positioning & trust

A clear promise and proof points that hold up in a market that needs explaining.

Step 2

Lead process & nurturing

Scoring and email sequences that accompany long decision paths.

Step 3

CRM & data

Clean data and lifecycle stages that support decisions and reports.

Step 4

Approvals & reporting

Alignment with compliance and legal as a fixed step, plus reporting with a few key metrics.

Questions & answers

Frequently asked questions

Do you have experience with regulated industries?

Yes, in FinTech (LEVA, Bitcoin Suisse) and in insurance (Generali). Legal approvals remain with you. We build them in as a fixed step of the process.

Do you only work with Swiss providers?

No. We work with companies in Switzerland and Germany.

Which channels work in the finance industry?

It depends on audience and product. In the marketing audit we clarify which channels have impact for you and where budget is lost.

How do I get started?

With a free intro call. After that we usually recommend a marketing audit as the basis for the action plan.

Marketing that builds trust in your environment?

Free intro call, no strings attached.

Book a call →