Fintech marketing agency in Toronto

Canada Create is a fintech marketing agency for Canadian payment companies, money transfer services, lenders, wealth platforms and B2B finance software. We scope search visibility, paid acquisition, landing pages and onboarding communications around your product and markets, and prepare claims and supporting information for your compliance team to review and approve before publication.

A fintech marketing brief needs to account for the money, financial information and decisions involved in your product. Advertising eligibility and regulatory obligations differ between remittance, payments, lending, investing and finance software. Your legal or compliance reviewer confirms which registrations, licences and disclosures apply; the marketing scope identifies the approved markets, audiences and customer actions the work will support.

What a fintech marketing agency does for a Canadian company

A fintech marketing agency connects acquisition, website content and customer communications with your firm’s approval process. We agree the deliverables, measures and responsibilities before work starts. A consumer product may assess enquiries, verified accounts or funded accounts in its approved internal reporting; a B2B platform may assess qualified demos and opportunities. Those measures need clear definitions, reliable access and stated attribution limits. Rankings, account approvals, funding and sales are not guaranteed.

For a Canadian company that usually means:

• Search visibility for the questions customers ask before they choose a provider: how to send money abroad, the cheapest way to pay suppliers in another currency, how a business line of credit works, which accounting tools connect to a payment platform.
• Paid acquisition on channels agreed after reviewing product and market eligibility, platform requirements, budget and the conversion information permitted for advertising use.
• Conversion work on pricing pages, rate pages, calculators and sign up content, with responsibilities for financial calculations, product changes and approvals agreed in the scope.
• Lifecycle marketing for approved customer communications, with promotional messages and service notices assessed separately for purpose, permissions and applicable CASL requirements.

Canada Create was established in 2008 and currently serves clients in Canada. Your proposal identifies the marketing work we manage and the input needed from your product, compliance, security and engineering teams. Review availability, access to approved product information and any changes to the application itself affect the scope and timing.

Product information customers need to assess

Before commissioning content, confirm who can supply and approve the information customers need to assess your service. The following details belong in the brief where they apply to the product:

• Registration details in plain view. Show the registrations and licences that apply to your actual business. FINTRAC registers covered money-services businesses; Quebec money-services licensing is administered by Revenu Québec, and covered payment service providers register with the Bank of Canada. Link to the relevant register and describe the status accurately: FINTRAC registration is not a licence or endorsement.
• Total cost, shown honestly. For a money transfer product, the brief should cover the transfer fee, exchange rate, any rate markup and the recipient amount. A “zero fee” headline needs review against the full offer and its conditions; it should not imply that the transfer has no cost when costs are included elsewhere.
• How money is protected. Explain where customer funds are held and what security practices you follow, in language a non specialist understands, and only claim certifications you actually hold.
• Real people and real support. Publish accurate leadership, business address, support hours and response channels, with your team responsible for keeping them current.
• Reviews collected the right way. Review requests and replies need an agreed owner, platform-policy checks and protection of customer account information. Google reviews must not be incentivized or selectively solicited only from satisfied customers.

Search and content for fintech brands

Fintech search content can cover product choices, costs and questions about using the service. A remittance business may need supported destinations and payout options explained; a business payments platform may need supplier-payment and accounting compatibility information. The proposal should identify which products, customer groups, languages and markets are included, rather than treating every fintech company as the same content project.

For product and rate pages, we agree the source of approved information on total cost, delivery times, limits, identity checks, supported banks and customer support. Calculators also need agreed formulas, data sources, update responsibilities and testing scope. Your product and compliance teams confirm the underlying information and conditions; application development or a live rate integration must be included expressly if required.

Financial content needs appropriate evidence and approval from the people responsible for the product. Named reviewers should be identified only when they have actually reviewed the material, and educational copy should not imply personal financial advice. Our SEO service can include technical website review and agreed content work, with development responsibilities, access and reporting set out in writing.

Paid acquisition inside financial services ad policies

Advertising requirements depend on the financial product, platform and target country. Some services require verification or certification; some face targeting restrictions or cannot be advertised. B2B finance software may have a different policy profile from consumer lending or crypto services. We review the actual offer and destination before building the campaign.

The paid-media scope should distinguish advertiser verification support from a platform’s approval decision. It should also distinguish internal onboarding, activation and transaction reporting from information permitted for advertising use. A record being available internally does not make it eligible for an ad platform. Your privacy and security reviewers approve the intended data use, and sensitive financial information is excluded from the proposed advertising data scope. B2B audience options and any remarketing require their own product, market and platform assessment.

Ad spend is paid directly to the platforms. Advertising accounts are set up in your name where the platform allows and remain yours. Our Google Ads management scope identifies campaign responsibilities, reporting and the review schedule; platform approval and acquisition costs are not guaranteed.

Onboarding, activation and retention

An enquiry, a completed registration, a verified account and a funded account are different outcomes. The proposal should say which of these can be assessed through your approved systems, what information will be available to the marketing team and where product or operational issues sit outside the engagement. Marketing changes cannot replace identity verification, lending decisions or your support team’s responsibilities.

Onboarding content can explain approved document requirements, expected verification times and where to get help. Your team supplies the product rules and confirms when identity checks are legally required. Our email marketing scope can cover agreed service or promotional communications, with consent or other applicable legal grounds, sender information and unsubscribe requirements reviewed for the message type. Integration, testing, translation and ongoing changes should be quoted expressly. For B2B sales, CS+, Canada Create’s CRM, can be assessed against your existing pipeline, access and integration needs before a configuration is proposed.

B2B fintech and finance software

Selling payment infrastructure, lending software or treasury tools can involve finance, IT, procurement and operations reviewers. Their questions differ: business value and cost, security and integration evidence, vendor requirements and implementation responsibilities. Your marketing brief should identify which decision-makers and stages of that purchase need support.

For B2B fintech, the scope may include use-case and customer-type pages, fair comparisons, integration information and resources sales can share. Compatibility claims need confirmation from your technical team, including any limits, separate licences or implementation work. Agree who reviews the material and how a qualified enquiry or opportunity is defined. See our B2B marketing and SaaS marketing services for the wider program.

Marketing prepared for compliance review

We prepare marketing copy from the product information and evidence you provide, and record questions for your designated reviewers. Before publication, your product and legal or compliance teams need to confirm the applicable points below:

• Claims are accurate and can be supported; no promised returns, approvals or savings.
• Fees, rates and limits are complete, dated and shown with their conditions.
• Registration and licence details are correct for each province where you operate.
• Quebec communications are prepared for the French-language requirements identified by your legal or compliance reviewer.
• Cross-border pages describe only services your compliance team has confirmed are lawful and supported. Sanctions checks consider the activity, parties, destination and applicable exceptions rather than treating every country listing as a blanket ban.
• Comparison and alternatives pages are accurate and do not imply any affiliation with a competitor.
• The measurement scope excludes account numbers, balances, identity documents and other sensitive financial information from ordinary analytics and advertising data. Your privacy and security reviewers approve access, permitted reporting and any separate data-handling requirements.

Our role is marketing preparation, not a legal opinion, regulatory certification or a security audit. Your compliance officer and counsel determine the requirements and approve the final claims and disclosures. Nothing goes live without your compliance sign off; the proposal should allow for their review and for revisions when product terms change.

How to choose a fintech marketing agency

Ask any agency, including ours, these questions before you hire:

• Which financial services ad policies apply to our product, and how will you handle verification?
• What will you count as a conversion: a form, a verified account or a funded account?
• How will you work with our compliance review, and how long do you plan for it?
• What will we see in a monthly report, and who explains it?

Canada Create is a BBB Accredited Business with an A+ rating. We were established in 2008 and currently serve clients in Canada. Call (416) 273-9030, Monday to Friday, 9 am to 6 pm, and Saturday, 10 am to 2 pm. After hours, our 24/7 AI agent answers the toll-free line, +1 (800) 808-9235, and we’ll follow up the next business morning. Standard team support targets a response within 24 to 48 hours on business days. Request your custom proposal. If you are planning content first, read our guide to growing a money transfer or fintech company in Canada, and for advisors and wealth firms see financial services marketing.