Industry · Financial Services
Trust is the product. Marketing builds it.
Fintech, wealth, and insurance. Compliant content programs, lifecycle nurture for high-consideration purchases, and regulated retention messaging that scales without dropping the compliance ball.
You might be
A signal check.
We work best with brands that match these signals. Not because we won't talk to anyone else — but because the program shape we ship works hardest here.
Fintech, wealth management, or insurance
Long sales cycle and high consideration purchase
Compliance and regulatory review on every send
Multi-product cross-sell opportunity
What we run on
The financial services stack.
The platforms most financial services brands tend to live on — and what we're certified, fluent, and shipping production work on today.
HubSpot
Most fintech
Salesforce MC
Enterprise + insurance
Iterable
Mid-market fintech
Marketo
Legacy / migrations
Segment
Snowflake / dbt
Compliant data model
Outreach
Sales coordination
Onspring
Compliance workflow
What you receive
Things that ship.
Concrete outputs tuned to the financial services program shape. Not strategy chapters.
48 hours
Trust + compliance audit.
Content authority, lead nurture cadence, compliance review process, multi-product orchestration. Sized in pipeline impact.
Week 2-8
Lead-to-funded lifecycle.
Education → consideration → application → funded → retention. Compliance-reviewed at every touchpoint.
Week 4-8
Cross-product upsell.
Triggered cross-sell sequences when a customer's relationship signals readiness — without violating regulatory restrictions on suggestion.
Always-on
Messaging library.
Pre-approved messaging matrix maintained quarterly. Compliance-reviewed and versioned. Reduces review cycle by 80%.
How we work
Phased delivery.
Each phase has a defined output. Nothing ships without one.
Day 1-2
Audit.
Compliance review process map + lifecycle program audit. Pipeline impact sized.
Week 2-4
Library + nurture.
Pre-approved messaging library + lead nurture cadence rebuilt.
Week 4-8
Lifecycle live.
Lead-to-funded sequence fully orchestrated, compliance-reviewed.
Month 3+
Cross-product.
Triggered cross-sell sequences. Quarterly compliance review built into cadence.
Proof
It works here.
Claimable
Insurance lifecycle program built within strict regulatory guardrails
FAQ
Common questions.
What's your financial services track record?
Cross-industry: Discord, Twitch, Owner.com, Rhoback. The 48-hour audit is built from your live data — within two days you'll know whether what we shipped for them maps to your stack.
What's the minimum engagement size?
Free 48-hour audit to start. From there, project work is fixed-fee against a scoped output (4–8 weeks typically) and ongoing programs run as monthly retainers. No long-term contracts.
What platforms do you work in for financial services?
Whatever your team already uses. We're certified on Klaviyo, Braze, Iterable, HubSpot, Customer.io, Postscript, Attentive, Salesforce Marketing Cloud — plus the ad, analytics, and data-warehouse stack underneath.
How is BRCG different from a traditional agency?
The same senior strategist who scopes your engagement ships the work. No handoff to a junior team, no offshore layers, no decks substituting for deliverables. Everything lands in your ESP, your ad accounts, your project board.
How fast can we see results?
48-hour audit, then build starts week 2 and the first live program is in market by week 4. No quarterly timelines — every week ships something measurable.
In their words
What the teams say.
BRCG operates like they're part of our team. Senior people doing the actual work, fast turnarounds, and they understand the complexity of our scale without needing hand-holding.
Director of CRM
Discord
Discord
Want to see what we'd do in your stack?
Book a call. Free audit in 48 hours — what's working, what's not, what we'd change first.
Book a growth call