The Consultancy & Agency Built for FinTech
Finance Doesn’t Move Fast, But It Moves Big When It Trusts You.
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 Into Financial Institutions Means Earning the Right to Change Them.
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.
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.
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.
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.
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.
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BEDROCK
Naming, brand and web design.
Bedrock ( formally XPro ) selected Insivia to help them redevelop their entire brand and marketing to support a new stage in their growth trajectory.
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INSIGHT2PROFIT
Positioning, web design & marketing.
Insivia has helped INSIGHT to hone their go-to-market messaging and key lead generation channels.
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.
Andy Halko
Founder & CEO
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.