iExcel
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TAKING NEW BRIEFS · Q2 / 26
What We've Done/Industries/FINTECH

Fintech Marketing That Drives Customer Acquisition.

iExcel partners with fintech and financial services companies to build demand gen systems that drive customer signups, deposit growth, and trust at scale.

THE TERRAIN

What makes Fintech hard.

We understand financial services compliance, trust-building strategies, and customer acquisition tactics that drive deposit growth and AUM expansion. Compliance, creative, and conversion run as one connected workflow — not three handoff queues.

  • / 01Trust gates conversion — financial decisions don't happen on a single click; without social proof and compliance signals, even great offers stall at the form.
  • / 02Compliance review slows everything — every paid creative, every email, every landing page; teams that don't bake review into the cadence ship half as much.
  • / 03CAC vs. deposit value — most teams optimize against signup, but the only number that matters is funded-account LTV; the metric mismatch hides what's working.
  • / 04Regulated channels limit targeting — finance ad policies on Meta and Google narrow what you can say and to whom; clever creative beats clever targeting here.
OUR APPROACH

How we win in Fintech.

We start with customer journey audits and compliance reviews, then run experiments across paid acquisition, content, and email to improve signup rates, deposit growth, and customer LTV.

◆
01

Fintech growth strategy + execution — senior operators with compliance fluency; no junior delegation, no agency-template playbooks built for unregulated SaaS.

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02

Consumer + business targeting — segmented campaigns by income, life stage, and business size; trust signals tuned to the audience.

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03

Measurable signups + deposit growth — dashboards stitching spend to funded-account LTV, not vanity signups.

SERVICES · TUNED FOR FINTECH

The subset of the stack that moves Fintech pipeline.

We run the full stack, but we don't apply it uniformly. For Fintech, these are the disciplines that compound fastest — ordered by impact.

▲
/ 01

Technical SEO

Schema for products, rates, calculators, disclosures. Foundation for high-intent finance queries that survive YMYL scrutiny.

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/ 02

Content + GEO

Topic clusters built for buyer research and answer-engine citation; compliance-reviewed analysis content that ranks and converts.

✕
/ 03

Paid Acquisition

Google, Meta, LinkedIn — finance-policy-compliant creative cycled weekly; bid against funded-account quality, not raw signups.

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/ 04

Landing Page + CRO

Account opening, deposit, and quote flows; trust signals, disclosures, and progress patterns experimented with on every step.

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/ 05

Lifecycle + Email

Triggered nurture for prospects, applicants, and funded accounts; compliance-aware copy that holds up to legal review.

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/ 06

Analytics + Attribution

Server-side events, CRM stitch, multi-touch attribution; reporting that connects spend to deposit value, not signups.

ADJACENT VERTICALS

Other categories we operate in.

/ 01
Insurance
Trust-led acquisition for regulated insurance products.
View vertical→
/ 02
B2B SaaS
Demand gen for software platforms with multi-stakeholder buying.
View vertical→
/ 03
Real Estate Tech
Customer acquisition for proptech and lending platforms.
View vertical→
/ 04
Venture Capital
Brand and deal flow for VC firms and investment funds.
View vertical→
FINTECH · STRATEGY CALL

Ready to Scale Your Fintech Platform?

30 minutes with a senior operator who has shipped growth for Fintechbrands like yours. We'll pressure-test your funnel and tell you — candidly — where the fastest compounding lives.

Book the 15-min sanity check.