INSIGHT - Cleveland Consultants
Foundation Software
DebtNext Financial Software

FinTech Strategic Consulting

Winning in FinTech Requires Market Clarity & Precision.

Vague insights and assumptions won’t cut it. From regulatory hurdles to shifting customer expectations, navigating the FinTech landscape requires sharp, data-driven decision-making.

Our expertise, proprietary market intelligence, and deep audience insights help FinTech companies optimize marketing, sales, and product strategies for maximum impact.

  • Audience Insight - Anticipate user needs and expectations to drive product adoption.
  • Competitor Analysis - Stay ahead by identifying gaps, strengths, and strategic opportunities in the market.
  • Brand Auditing - Understand where you stand and how it impacts your go-to-market strategy.
  • Positioning - Craft compelling narratives that build trust and credibility in a highly regulated industry.

Market Intelligence for FinTech Brands

Understand your market better than anyone else.

Gain deep audience insights, audit competitors, refine your strategy, and collaborate seamlessly—all within one powerful platform.

Get Interactive

Personalized, Interactive Experiences Are The New Way To Convert

Downloads are dead, so we're taking inbound marketing and conversion to a whole new level.

Engage & Infuence Fintech Buyers

The Future of FinTech Marketing Is Interactive, Personalized & Trust-Centric

The financial industry is built on trust, and today’s consumers expect transparency, education, and engaging experiences—not outdated PDFs or generic content.

To stand out in a crowded market, FinTech companies must create immersive, data-driven marketing that resonates with both businesses and consumers.

  • Interactive Content - Replace static whitepapers with engaging tools, financial calculators, and interactive experiences that educate and convert.
  • Inbound Marketing – Leverage data-driven insights to create targeted campaigns that drive customer acquisition and retention.
  • Website Design – Ensure every touchpoint aligns with customer trust-building and regulatory compliance.
  • Animation & Media – Use video, animation, and real-world case studies to explain complex financial products in a compelling way.

Empowering FinTech Sales

FinTech Sales Requires Trust, Clarity & Compliance-Ready Strategies.

Selling financial technology isn’t like selling traditional software. Long approval processes, regulatory scrutiny, and trust concerns make it critical to have a precise, data-backed strategy that keeps prospects engaged and moves deals forward.

  • Sales Process Optimization - Define key interactions, address compliance concerns, and streamline sales cycles.
  • Sales Enablement Assets - Build a library of educational materials that resonate with finance professionals and institutional buyers.
  • Sales Technology & Automation - Leverage AI, CRM tools, and predictive analytics to accelerate deal flow and improve win rates.

Interactive Sales Tools

Impress, educate and convince with engaging sales experiences.

We build unqiue sales engagement tools to support closing deals.

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 )