The Consultancy & Agency Built for FinTech

Want To Sell In FinTech? Start With Trust.

Selling FinTech isn’t about disruption for disruption’s sake. Banks, credit unions, and wealth firms need partners who understand the balance between innovation and security. We help FinTech brands earn confidence, navigate compliance barriers, and build pipelines that turn trust into traction.

Selling Financial Technology Requires Building Trust

Financial buyers live under the weight of regulation, risk, and reputation. They don’t gamble on startups — they partner with proven innovators who can make transformation feel safe, smart, and compliant. We help you become that partner.

Build a Brand That Signals Stability.

Your design, tone, and story must feel credible to risk-averse buyers. We create brands that project confidence and enterprise readiness — not volatility.

Position Innovation as Risk Reduction.

Whether it’s faster lending, automated compliance, or smarter insights, we help you show how your product reduces uncertainty rather than adds to it.

Navigate Procurement & Compliance Barriers.

We craft messaging and materials that align with how institutions vet vendors, so you shorten review cycles and clear security checkpoints faster.

Translate Complexity Into Clarity.

Finance leaders won’t buy what they don’t understand. We turn your technology into a clear business narrative that ties directly to ROI, efficiency, and client growth.

Earn Institutional Trust With Proof.

From case studies and ROI models to white papers and due diligence kits, we help you provide the evidence large financial organizations demand before saying yes.

INSIGHT - Cleveland Consultants
Foundation Software
DebtNext Financial Software

How We Help FinTech Companies Win

Shortlist Accelerator

Be the FinTech Brand Procurement Can’t Ignore.

We make your solution stand out in searches, RFPs, and vendor evaluations by connecting innovation to outcomes that matter to financial institutions — compliance, ROI, and customer trust.

Get Positioning & Inbound

Pipeline Engine

Build Conversations That Convert to Contracts.

We use precision targeting, ABM, and AI-driven automation to reach decision-makers across banks, credit unions, and wealth firms.

Get Targeted Leads

Validation Builder

Turn Proof Into Permission to Scale.

We arm your team with data-driven case stories, regulatory-friendly validation assets, and third-party credibility — the evidence risk-averse buyers need to say yes.

Get Proof & Validation

Agency Services

Strategic Execution. Medical-Grade Precision.

From positioning to websites and campaigns, we combine data-driven storytelling with regulatory awareness to help FinTech innovators break through institutional resistance.

Buyer Intelligence
Positioning
Website Design
UX/UI Design
Interactive
Video & Animation
Answer Engine Optimization
Search Optimization

Ready to grow your FinTech?

Schedule With Me Now

I'm Tony, CRO @ Insivia

Navigating the FinTech Ecosystem: Strategic Vision & Targeted Execution

Understanding the multifaceted FinTech ecosystem is essential for navigating its complexities effectively.

Our strategy combines deep market insights with a precision-targeted approach to ensure your FinTech solutions meet the exact needs of various financial audiences.

Retail Banking & Consumer Finance

In the dynamic world of retail banking and consumer finance, capturing attention and fostering loyalty demands targeted, impactful communications.

Our strategies are designed to resonate deeply with individual consumers, enhancing their banking experiences through innovative financial technology.

B2B Solutions for Banks and Financial Institutions

For FinTech companies targeting other businesses, especially banks and large financial institutions, the focus is on streamlining operations and enhancing security.

We guide you through the complex landscape of corporate finance, helping your solutions align with the specific needs of these organizations.

Investment Management & Trading Platforms

Our approach for investment management and trading platforms focuses on providing tools that offer precision and efficiency.

We help you communicate the value of these platforms to professional traders and portfolio managers, emphasizing how your technology can transform their investment strategies.

Emerging Markets and Mobile-First Solutions

As emerging markets continue to grow, mobile-first solutions in FinTech become increasingly critical.

We specialize in positioning your mobile financial services to tap into new geographies, appealing to a tech-savvy audience eager for accessible financial tools.

Ready to grow your FinTech?

Schedule With Me Now

I'm Tony, CRO @ Insivia

Andy Halko
Andy Halko
Founder & CEO

I started Insivia in 2002 and for over 22 years I have had the chance to work directly with hundreds of companies and founders to redefine or reinvent their businesses.

We fully grasp the unique hurdles faced by founders and marketers of FinTech companies when entering and expanding in the complex landscape of financial services.

We have closely partnered with FinTech innovators like you, encountering many of these challenges firsthand, and we are confident that the right strategies can make your marketing and sales efforts both effective and rewarding.

Challenge #1: Maintaining Engagement In Long Sales Cycles
Navigating the intricate regulatory requirements of the financial industry can be daunting and time-consuming, often stretching the sales cycle. We’ve developed tactics to streamline this process, ensuring that you stay engaged with potential clients.

Challenge #2: Communicating High Security and Compliance Standards
In the FinTech sector, meeting high security and compliance standards is not just a necessity but a significant market differentiator. We understand the critical nature of these requirements and can help you articulate the robustness of your solutions, making them more appealing to cautious financial institutions.

Challenge #3: Articulating Seamless Integration
The challenge of integrating innovative FinTech solutions with existing legacy systems in financial institutions is a common barrier. We offer strategies that highlight the adaptability and interoperability of your products, easing integration concerns and showcasing long-term value to decision-makers.

Challenge #4: Engaging Diverse Stakeholders
Financial decisions often involve a variety of stakeholders, from IT heads to compliance officers, each with their own set of priorities. We possess the know-how to craft messages that resonate across departments, facilitating smoother decision-making processes and higher adoption rates.

Challenge #5: Building FinTech Buyer Trust
For FinTech products, building trust with end-users is crucial, especially in regions with a traditional banking bias. Our consumer engagement strategies are designed to educate potential users on the security, convenience, and advantages of adopting your technology, thereby accelerating market penetration and user adoption.

Let’s address these challenges head-on and drive your FinTech venture to greater heights. Our expertise and tailored strategies are here to make your journey into the financial markets smoother and more successful.

Whether you’re looking to refine your approach or scale new heights, we’re with you every step of the way.

Get to know us.

Reach out and let's schedule a discovery call.

( Or book a meeting right now )