Strategy, execution and ongoing marketing management for B2B FinTech
Give financial software buyers a clear reason to choose you.
Stratigia plans, executes and manages marketing for B2B FinTech and financial software companies. We turn product expertise into positioning, content and campaigns that help the right buyers understand your value and continue the evaluation.
Focus the work on the gaps affecting acquisition:
Connect the message, the evidence and the next step toward a relevant demo or sales conversation.
For ZarMoney’s cloud accounting software, Stratigia improved existing landing pages and created feature, use-case, industry and alternative pages, supported by content for people evaluating solutions. The work gave specific buying questions a relevant place on the website.
ShareVault provides virtual data room software used in M&A transactions, where buyers judge security, control and reliability before they commit. Stratigia audited and improved its existing product, solution and industry pages, without adding new content, so each page did more to answer the questions behind that evaluation.
These published case studies describe past engagements with financial and transaction software. Scope and results vary by product, audience and program.
A finance buyer needs to understand what will change in the work they do. A technical evaluator needs to assess how the product fits. Both need an explanation specific enough to discuss with the other people involved in the decision.
For example, a reconciliation product’s marketing should explain the workflow it supports, the inputs it needs and how exceptions are handled, based on its actual capabilities. That gives the buyer more to evaluate than a broad automation promise.
Buyer question: What changes in our financial workflow?
Useful marketing material: Use-case pages, workflow explanations and relevant customer stories.
Input needed from your team: The actual process, supported capabilities and evidence of value.
Buyer question: How will this fit our systems and operations?
Useful marketing material: Integration, implementation and product-evaluation content.
Input needed from your team: Verified technical details, requirements and limitations.
Buyer question: What evidence supports the product claims?
Useful marketing material: Specific product statements with supporting evidence and necessary context.
Input needed from your team: Approved information about performance, fees, security and any regulatory status mentioned.
We use product documentation, customer questions and sales feedback to define the message and the proof each page needs. Your positioning then gives a particular buyer a specific reason to consider your approach alongside the alternatives.
Selling to formal buying committees? See our enterprise software marketing approach
Start with the work needed to address your priority. We agree the capabilities, deliverable volume, implementation responsibilities and review process before execution.
Clarify who buys the product, the financial task they need to improve and the alternatives they use now. Turn that research into positioning and messages your marketing and sales teams can use consistently.
An audience and positioning brief, buyer-specific messages and a prioritized channel plan.
Use financial and product expertise to explain how to assess a problem, compare approaches and evaluate fit. Build practical material around those decisions: workflow guides, comparisons, selection questions and customer stories supported by real evidence.
A content and evidence map, editorial briefs and the assets selected in scope, from evaluation pages and articles to sales and email copy.
FinTech SEO starts with the audience and intent behind a query. Prioritize searches made by organizations evaluating products in your category. Map those questions to useful pages, improve existing content and identify technical barriers before expanding the site. Internal linking and relevant outreach support the selected content plan.
A search priority plan, keyword-to-page map and the content, page or technical work defined in scope. Product information follows the agreed review process. AI-search visibility is assessed where observable evidence is available.
Build campaigns across Google Ads, LinkedIn Ads and Meta around the business audience, the problem they want to solve and a relevant offer. Keep the ad and landing page consistent, then review inquiry fit alongside campaign response. Product claims and platform requirements for financial services are checked for the chosen channel and target market before launch.
A campaign structure, selected ads and landing-page work, testing priorities and performance reviews. Media spend is kept separate from our work.
Give your company and founder a useful perspective on the category. Explain what buyers misunderstand, how approaches differ and which questions deserve closer attention, using real experience and approved evidence.
Content themes, a publishing plan and selected posts, with clear inputs and approvals.
Follow up with material relevant to the buyer’s role, open question and previous interaction. Coordinate with sales so messages reflect the evaluation already underway. Any onboarding or adoption work is planned with your product team.
An audience and message map, selected email sequences and review criteria. Data access, system configuration and implementation ownership are specified in scope.
When you sell wallet or payment technology to a business, distinguish what the platform buyer needs to evaluate from what the merchant, operating team or end user needs to understand. The commercial case and the adoption explanation should each have a clear purpose.
We map those audiences before planning pages and campaigns. Product content can explain supported payment workflows, integration requirements and the onboarding experience, based on verified information. Where end-user education is needed, we define its role and next action separately.
An audience and use-case map, page priorities and a plan linking business acquisition with any agreed adoption content.
For software sold to insurers, brokers or insurance operations teams, show how the product supports a specific workflow. Policy administration, claims handling and underwriting raise different evaluation questions; the content plan follows the capabilities your product actually provides.
We connect those use cases to the information a business buyer needs: where the software fits existing operations, what implementation involves and which data or integration questions require an answer. Product and subject experts review the details before publication.
A buyer-role and use-case map, prioritized content plan and evidence checklist for the selected pages and campaigns.
We review the product, audience, sales feedback and current marketing. Unclear differentiation may call for positioning work. Repeated buyer questions may point to missing evaluation content. You get a ranked work plan with a reason for each action and a clear view of what it needs.
We create the selected pages, content or campaigns. Your team supplies product facts, supporting evidence and the appropriate reviewers. Statements about fees, performance, security or regulatory status are checked against the information you approve before publication.
The work plan names who reviews, approves, publishes and implements each item. We assess the response and sales feedback, then decide what to improve, test or stop. You can see the next action, the evidence behind it and who owns delivery.
We agree the measures with your team, using the business model and the data your systems can support:
A visit, an inquiry and a qualified opportunity mean different things, and we report them separately. For an agreed adoption program, activation or usage can add context when reliable product data is available; it remains separate from acquisition and sales qualification.
See our approach to demand generation and qualified pipeline
Yes. Our published case studies include cloud accounting software and virtual data room software used in M&A transactions. SaaS and software are our core focus, so we concentrate on how financial software is evaluated: the workflow it changes, the systems it fits and the evidence buyers need. On a call, we’ll walk through the work most relevant to your product.
Your legal, compliance and risk reviewers keep their role; our review does not replace it. Claims about fees, performance, security or regulatory status go to the reviewers you nominate before anything is published. For paid campaigns, we check the platform’s financial-services requirements for your product and target market before launch.
Yes. We can lead agreed work or support your team with planning and execution. We define ownership across product input, reviews, approvals, publishing and implementation, so each deliverable has a clear route into use.
Yes. Start with a focused service when the priority is clear, including at an early stage. We check the dependencies first, such as positioning, product-page clarity and the evidence needed for new content. A focused message and a small set of useful pages often come before a broader channel program.
A product walkthrough, your target buyers and commercial goals, and access to Search Console, analytics and any advertising or CRM reports relevant to the agreed work. During delivery, we need a product contact, your nominated claim reviewers and someone who can approve and publish changes.
We set delivery milestones and performance checkpoints after reviewing your starting point, approval process and buying cycle. The plan identifies what can be assessed early, such as page delivery or campaign response, and which commercial outcomes need more time and sales data.
Tell us what your product does, who evaluates it and where acquisition is getting stuck. We’ll discuss the first marketing priority, the assets or campaigns it needs and how Stratigia could plan, execute and manage the work with your team.
