Fintech marketing agency

Canada Create™ is a fintech marketing agency for Canadian payment companies, money transfer services, lenders, wealth platforms and B2B finance software. We build the search visibility, paid acquisition, landing pages and onboarding journeys that turn cautious visitors into verified customers, and we write every claim so it holds up in front of your compliance team and your regulator.

Fintech marketing is different from marketing almost any other product. Your customer is handing over money or financial data, so trust decides the click, the sign up and the first transaction. Ad platforms treat financial services as a restricted category. Registration with FINTRAC, the Bank of Canada or a provincial regulator shapes what you can say and how you must say it. A good fintech marketing program respects all of that and still grows faster than the competition.

What a fintech marketing agency does for a Canadian company

A fintech marketing agency connects three things that usually live in separate teams: acquisition (search, paid media, partnerships), conversion (landing pages, sign up flow, onboarding emails) and compliance (claims, disclosures, consent). When those three are planned together, the cost of each funded account falls and the approval cycle with legal gets shorter, because the copy was written for review from the start.

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 Google, Meta, LinkedIn and app stores, set up for financial services policies and verification, with conversion tracking that counts verified and funded accounts rather than form fills.
• Conversion work on pricing pages, rate pages, calculators and sign up steps, so people who arrive with intent finish onboarding.
• Lifecycle marketing that moves a new customer from first transaction to habit, written to CASL with transactional and promotional messages kept apart.

Canada Create™ has worked with Canadian and American companies since 2008. We run the program as one team, so the person writing your rate page knows what the paid search team is bidding on and what the onboarding emails promise.

Trust signals that move fintech conversion

People rarely sign up for a financial product on the first visit. They compare, they check reviews, they look for proof that the company is real and regulated. Your site has to answer those checks before the visitor leaves to look for them elsewhere.

• Registration details in plain view. Money services businesses register with FINTRAC; those serving Quebec also need a licence from the Autorité des marchés financiers; payment service providers under the Retail Payment Activities Act register with the Bank of Canada. Show the registration numbers that apply to you in the footer and on pricing pages.
• Total cost, shown honestly. In money transfer the exchange rate markup is often a larger cost than the fee. A “zero fee” headline can mislead if the cost sits in the rate, so show the fee, the rate and the total the recipient receives.
• 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. A named leadership team, a physical address, support hours and response channels reduce the fear of sending money into a void.
• Reviews collected the right way. Ask every customer the same way, never pay or reward for positive reviews, and reply professionally without exposing account details.

Search and content for fintech brands

Fintech SEO wins on two fronts. The first is high intent product searches, such as a corridor (“send money to the Philippines from Canada”), a business need (“pay international suppliers in USD”) or a comparison (“business account versus line of credit”). The second is education: the guides that people read while they work out what they need. Both need pages that a compliance reviewer can approve and a search engine can trust.

We build the site structure around products, customer types and, for remittance, corridors and payout methods. Each page answers the questions that decide the choice: total cost, delivery time, limits, identity checks, supported banks and how to get help. Rate and fee pages are written so the numbers can be updated without a rewrite, and every rate shown carries the date and conditions.

Content for finance is held to a higher standard by search engines. Articles carry a named reviewer from your team, avoid advice framed as personal recommendations, and link to the regulator’s own pages where readers need the official rule. Our SEO service runs the technical side: crawl health, page speed, structured data and the internal links that tell search engines which page owns which question.

Paid acquisition inside financial services ad policies

Google, Meta and TikTok all treat financial services as a restricted category. Depending on the product and the country, Google may require advertiser verification before financial ads run, and some products, such as certain crypto services or short term loans, face extra conditions or are not allowed. Campaigns that ignore those rules end up disapproved at launch, which is the most expensive delay in fintech marketing.

We set up each account with the verification and policy checks done first, then build campaigns around clear intent: corridor and currency searches, brand and competitor comparison searches where the policy allows, and business problem searches for B2B products. Conversion tracking reports verified accounts, first funded transactions and repeat transactions, so bidding learns from customers who actually create value. LinkedIn works well for B2B payments, treasury and finance software when the audience is defined by job function and company size. Retargeting is limited by the same privacy rules as everything else: no targeting by financial hardship, debt or other sensitive circumstances.

Ad spend is paid directly to the platforms, and the account belongs to you. Our Google Ads management team handles the build and the weekly optimization.

Onboarding, activation and retention

Most fintech growth problems show up after the click. A visitor starts sign up, meets an identity check they did not expect, and leaves. Or they open an account and never fund it. Marketing that stops at the sign up form leaves most of the value on the table.

We map the onboarding steps, measure where people drop off, and fix the messages around each step: what documents to have ready, how long verification takes, why it is required by law, and what happens next. After the account is open, a short sequence explains the first transaction, sets expectations on timing and shows how to get help. Transactional notices (transfer status, account alerts) stay separate from promotional emails, and every promotional message carries consent, sender identification and an unsubscribe, as CASL requires. Our email marketing team builds and tests these sequences, and CS+, Canada Create’s CRM, can track B2B pipelines from first demo to signed account.

B2B fintech and finance software

Selling payment infrastructure, lending software or treasury tools to businesses is a long, committee based decision. Finance leaders, IT and procurement each have different questions. The marketing that works gives each of them what they need: business outcomes and cost for the CFO, security and integration detail for IT, and clear implementation steps for the operations team.

For B2B fintech we build solution pages by use case and by customer type, comparison pages that are accurate and fair to competitors, integration pages for the accounting and ERP tools your buyers already use, and gated or ungated resources that sales can share. Paid search targets problem and category searches; LinkedIn reaches named roles at target accounts. See our B2B marketing and SaaS marketing services for the wider program.

Compliance built into the work

Every fintech page and ad we write goes through the same checks before your compliance team sees it:

• 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 meet French language requirements, with legal advice recommended for your specific case.
• Cross border pages remind customers that Canadian sanctions rules apply, and never use sanctioned countries as example markets.
• Comparison and alternatives pages are accurate and do not imply any affiliation with a competitor.
• Analytics and ad pixels never receive account numbers, balances or other sensitive data.

This is a marketing review, not legal advice; your compliance officer and counsel make the final call. Our job is to give them copy that is ready for that review.

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?
• Who owns the ad accounts, analytics and website? (The answer should be: you do.)
• What will we see in a monthly report, and who explains it?

Canada Create™ is a BBB Accredited Business with an A+ rating and has served Canada and the United States for 18+ years. Our sales and support line is open 24/7 at +1 (800) 808-9235. Get a proposal in one business day. 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.