AI marketing for B2B fintech and payments companies
Finance and risk buyers trust cited, accurate sources, and an AI answer that gets your compliance wrong can end a deal. We make sure AI tools describe your product, coverage and security correctly, with your compliance team reviewing every piece.
- 01Product and security pages AI models can cite
- 02Weekly LinkedIn posts from your senior experts
- 03Brand and compliance rules every agent follows
Fintech marketing, in four lines
B2B fintech and payments
Companies whose buyers include CFOs, finance teams, risk teams and bank partners.
Three services
AI search visibility, expert LinkedIn content, and brand and compliance rules for every agent that writes copy.
US and Europe
We work with companies on both sides of the Atlantic, from our base in Boston.
A 30-minute call
We show you how AI tools answer your buyers' questions about your category today.
Buyers check the source, and so does compliance
AI answers can misstate your compliance
When an AI tool describes your coverage or compliance wrongly, a finance or risk buyer may drop you from the deal.
Senior experts are short on time
Senior people hold the expertise buyers trust, and they can't spend their week producing posts.
Every line needs sign-off
Copy has to pass brand and compliance review, which slows each piece down when the rules live in people's heads.
Three services for fintech teams
AI search visibility
We build product and security pages that AI models can cite, so they describe your coverage and compliance correctly.
- Product, security and integration pages written so AI tools can read and cite them
- Tracking of how AI tools describe your coverage and compliance
- A monthly report on where you're named and which pages are cited
Expert LinkedIn content
We help senior experts publish on LinkedIn every week, with compliance review built into the workflow.
- Posts built around each expert's own views
- A review step with your compliance team before anything is published
- A steady weekly publishing rhythm
Brand and compliance rules
We write your brand and compliance rules once, and every agent that writes copy follows them.
- Your voice, approved claims and required wording kept in one place
- The same rules applied to every agent and every channel
- Your reviewers keep the final sign-off
Your compliance team keeps the final say
Depending on how you're licensed, your marketing may fall under rules such as FINRA Rule 2210 for broker-dealer communications or the SEC Marketing Rule for registered investment advisers, and your bank partners may run their own review. Your compliance team and counsel decide what applies and what is allowed. We don't give legal or compliance advice.
Regulated content is reviewed by the client's compliance team before publishing.
What we do is fit into your review process. The rules your team sets are written into every agent's instructions, drafts go to your reviewer, and nothing is published until your reviewer signs off.
Questions fintech buyers ask AI tools
- 01Which payment orchestration platforms work with our existing acquirers?
- 02Best open banking API providers for account verification in Europe
- 03Which embedded lending providers publish a SOC 2 report?
- 04Compare spend management tools for a 500-person finance team
Examples of the questions we would track for a payments or embedded finance company. For each one we record which companies the answer names and which pages it cites.
Financial and professional services clients
Thought leadership on LinkedIn from 70 senior partners
A global asset manager with $25B AUM, more than 100 years old, needed to modernize client acquisition and reach a younger generation of high earners. We built an AI-first content engine around the partners' own expertise, producing consistent, social-first posts without turning partners into content creators. 70 senior partners now publish thought leadership at scale.
Client reference cases in days instead of weeks
Business development teams spent 3 to 4 weeks assembling each client reference case by hand. We centralized project data to feed automated copy generation and built brand governance and compliance rules into the workflow. The result: compliant, on-brand reference cases in 1 to 2 days.
A digital experience agency
"We've developed a genuine partnership based on trust, and the team is incredibly professional." Livia N., Senior Marketing Communications Manager at a digital experience agency inside a global IT services firm
Fintech clients include a European open-banking platform and an employee-benefits platform.
Underneath every engagement is one shared playbook for your people and your agents: your rules, past decisions and who approves what. See all our services.
Questions
Who reviews the content before it goes live?
The client's compliance team reviews regulated content before publishing. Nothing goes live until they sign off.
Do our experts have to write the posts?
No. We build posts around their own expertise, so they review rather than write.
Does the SEC Marketing Rule apply to our marketing?
It applies to SEC-registered investment advisers. FINRA Rule 2210 covers broker-dealer communications. Many B2B fintech companies fall under neither but still go through bank-partner review. Your counsel decides which rules apply, and we build the review workflow around that answer.
How does a fintech company get named in ChatGPT when bigger brands dominate the category?
By owning narrower questions. Answer one buyer question for one segment on its own page, back it with cited product and security facts, and get the same facts onto the third-party sources AI engines read.
How do you keep AI answers accurate about our compliance and coverage?
We publish product and security pages that state your coverage and compliance in plain text. Then we check what each AI engine says about you every month and fix the sources behind any wrong answer.
Where do you work?
With B2B companies in the US and Europe, with a focus on industrial, fintech and commercial real estate. We're based in Boston.
Find out how AI describes your compliance
Tell us your products and your main competitors. On the call we'll show you how AI tools answer your buyers' questions today.
Book a 30-minute call