THE ULTIMATE MARKETING CHECKLIST FOR FINTECH STARTUPS

From Strategy to Execution

Unlock the actionable guide designed to help Fintech founders, marketers, and growth leaders build trust, generate leads, and drive measurable results in a complex, regulated industry.

Stop Guessing

Start Growing

Is your Fintech startup struggling to stand out in a crowded market or navigate compliance hurdles?

Are you unsure if your marketing is building trust—or just blending in?

This checklist is your step-by-step guide to:

  • Defining standout messaging in the finance sector
  • Targeting the right buyers (from B2B to SMB)
  • Creating educational, trust-building content
  • Optimizing digital presence for conversions and compliance
  • Generating and nurturing qualified leads
  • Tracking performance and proving ROI
  • Staying compliant while growing fast
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but that’s not all

HERE’S WHAT YOU’LL LEARN

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Brand & Messaging Strategy

Define your unique value, build trust, and set yourself apart from banks and competitors.

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Audience Targeting

Build detailed buyer personas and address the real pain points of modern financial decision-makers.

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Content that Converts

Learn to create guides, calculators, webinars, and security-focused assets that build credibility and move leads.

Digital Presence & Lead Gen

Set up campaigns, automation, and landing pages designed for Fintech audiences and compliance.

Conversion & Trust

Optimize onboarding, use trust signals, and simplify conversions for faster sales cycles.

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Measurement & Growth

Track what matters, improve retention, and scale your best channels with actionable KPIs.

from red branch media founder

A MESSAGE FROM MAREN HOGAN

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With over a decade helping Fintech and HR tech brands scale, I know how tough it is to cut through the noise. This checklist distills the strategies we use every day for our clients—so you can get results faster, avoid regulatory pitfalls, and turn prospects into loyal customers.

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globally renowned & recognized

ABOUT RED BRANCH MEDIA

Red Branch Media partners with Fintech innovators to deliver marketing that’s as secure, strategic, and scalable as your technology. We combine deep industry experience with creative execution—helping you grow smarter, not just bigger.