Before we go into our list of 25 best Meta ads agencies for financial services we should think about what we're looking for in an agency.
The Playbook for Meta Ads for Financial Services
Running meta ads for a financial services company is quite complex. You're selling an intangible service normally with long sales cycle and need your sales team to turn opportunities into revenue. In their heads the sales department will want marketing leads that are as easy to turn into revenue as referrals. They'll expect your ad spend to deliver. Every word, image and landing page needs compliance and this slows down every stage of the process.
Meta makes it harder. Its rules on financial products and services restrict targeting. And through updates such as andromeda creative variety and volume has become more important. You need substantially more ads than you did before, and those ads churn and burn faster.
Selling purple toothpaste or green gummies on meta seems much easier and more fun than this. And we bet you've been there before. Which is why it's no easy task picking the right meta ads agency for your financial services company. Lessons from running ads for generic b2b companies, law firms or ecommerce products won't automatically apply. Financial services needs its own understanding of the buyer, of the sales process, of compliance and of what it wants to grow in its business.
For a bank maybe they want to grow deposits. For a lender funded loans. For a fintech company new users or qualified pipeline. For private equity deal flow. For a wealth management firm new AUM. A good meta ads agency working in financial services needs to appreciate this and build their campaign accordingly.
To help make your own search easier below are 25 agencies we know have experience of financial services, meta ads, paid social or some mix of the three. Best in our book is blackbox as they pull together strategy, messaging, creative production, compliance coordination, funnel building, media buying, testing against actual business outcome. The other agencies make sense if a company needs something more specific e.g. influencer content, bank branding, implementation of hubspot or an enterprise media team.
TL;DR: Top Financial Services Meta Ads Marketing Agencies
1. Blackbox: best all round agency for financial services. Blackbox have really nailed how to use meta ads to grow financial services companies. They bring together media buying, creative production, compliance coordination, custom landing pages, financial services specific strategy and closed loop measurement. Their focus isn't more clicks or cheaper leads. More funded loans, deposits, deal flow, qualified pipeline, AUM or customers depending on the client's revenue model.
2. Brighter click would be more appropriate for consumer financial brands where they'd want more UGC style creative and sourcing creators.
3. Aimers more suited to B2B financial software companies where they'd want more paid social, PPC, landing pages and CRO.
4. Accura cast more suited to multilingual campaigns across the UK and Europe for regulated financial brands.
5. Bank bound more suited to credit unions and community banks wanting more local marketing beyond meta ads.
What a Financial Services Meta Ads Agency Should Actually Do
It's not enough for them to run ads, report cost per lead and send up a dashboard each month. In financial services they need to understand the journey from impression to the outcome the business wants. That's offer, positioning, audience development, scripts, creative production, compliance check, media buying, lead form or landing page, qualification, tracking in CRM, follow up, sales outcome, closed business. If you're a bank ultimately this means funded account or deposit. If you're a fintech company it could be activated user or qualified pipeline. If you're an RIA it means new AUM. It doesn't mean cheap form fills in their own right.
It should understand compliance without using compliance as an excuse
Compliant marketing doesn't need to be poor marketing. A good agency will know where the limits are, write within them and develop a process of checking their own creatives before they go live. A poor agency will send weak copy, blame compliance if it doesn't work and will take two weeks to change a sentence.
It should measure what happens after the lead
Cost per lead might add value. It's not though the outcome. A campaign producing $40 leads that can't afford your service isn't better than one producing $300 qualified appointments which close. The agency needs to understand the difference between lead, qualified opportunity, held appointment, client and revenue.
It should have a real creative-testing system
On meta now creative is much more central to performance and targeting. Your agency needs a process for regularly coming up with new hooks, angles, scripts, formats and variations. And enough discipline to pick up what's working and shift budget accordingly.
It should fit your kind of financial services company
An agency could well be very good but still not right for you. Marketing a credit card is very different to marketing a $2 million wealth management relationship. A community bank isn't the same as a trading app. B2B fintech software isn't the same as consumer debt relief. It matters to have experience of your own industry but equally you need experience of your own business model.
1. Blackbox
We cracked the code on Meta Ads for financial services
Blackbox sits on one key point; that meta ads and creative work for financial services. Not just as part of one long list of verticals under financial services. This company is being built on helping banks, credit unions, fintechs, lenders, insurance companies, investment firms, private equity firms, wealth/asset management companies and other businesses in financial services grow using meta.
That's because often there are genuine objections to using meta ads. Targeting is too broad. Poor quality leads. Sales don't like the leads. Compliance holds up creative. Attribution ends at form fill. And often internal teams just run same few ads until they lose effectiveness. Rather than accept that meta doesn't work for financial services many companies will have a go, see some activity but not enough revenue and conclude meta isn't right for them.
Blackbox believes meta does work for financial services. The problem is most financial services campaigns are set up and run in the same way. Our role is to fix this through five interlinked elements.
Financial-services-specific audience strategy
Under meta's own restrictions on financial products and services good targeting becomes expensive. Instead we start with the ideal customer profile for our own company, use our own customer and sales data to build campaigns targeting the audiences our business wants. For a consumer brand this might be the right life stage or household. For b2b fintech it might be particular companies, range of employees and decision makers. That's not the same targeting challenge.
Creative velocity built for Andromeda
More importantly the old approach of building a few well crafted ads and running them month after month is no longer right. Instead blackbox will develop lots of concepts, messages, hooks and formats. Using performance we decide which ones are best worth increasing spend on. The point isn't to churn out more content. Rather we want to unpick the small proportion of creative driving most of our financial result and build more from there.
Messaging that can perform and still get approved
Like all advertising in financial services every claim matters. To avoid misleading claims we build compliance into our creative process. This lets us check messaging before it goes live without having to dilute it into something no one will notice or remember.
A full journey built around the way the client sells
A bank shouldn't be forced into an RIA funnel just because they think "hey someone sent us an ad!" A b2b fintech shouldn't need to use a consumer style lead generation flow. Using the buying process, sales cycle and action needed from the client blackbox could use bespoke landing pages, native lead forms, video, retargeting and direct response.
Optimization beyond platform metrics
Meta knows someone clicked, they know someone filled out a form. That's not good enough. Through blackbox we link performance of media against further down the funnel so the team can see which campaigns, audiences and creatives drive qualified opportunities and business outcome. Depending on the vertical this might be funded loans, deposits, activated customers, qualified pipeline, revenue, new AUM.
In wealth management blackbox has delivered most strongly. Hundreds of financial advisory firms and RIAs have used advisor-led video campaigns to engage qualified prospective clients. Using its own methodology AUM OS they apply the 80/20 rule to pick the campaigns driving most new AUM and qualified opportunities and then reallocate budget to those winners. That's not the end of it. Now this sits under a wider financial services position. Depending on the vertical we could be looking at deposits, loans, revenue, new AUM.
One of our clients described blackbox as "they know the financial services industry." It was Gleb Sergeyev director of marketing at $1bn plus RIA Drake & Associates. They have over 15 advisors and 3,400 clients.
Services:
Other areas we could help with; strategy and management of meta ads, audience development for financial services, video and ad creative, scripting, testing of high volume creative, bespoke landing experience, conversion rate optimization, compliance liaison, feedback from CRM, analytics of campaigns, outcome against business need.
Best for:
Blackbox suits established financial services companies with a proven product or service, decent ad budget, sales or growth capacity and clear outcome they want to drive from their meta ads. Not someone still working out if anyone would want what they have to sell.
Why choose Blackbox:
Blackbox exists to own Meta ads for financial services.
Next step:
Blackbox will take 15 minute intro calls for potential clients at ClientsBlackbox.com
2. Brighter Click
UGC creative and paid media for consumer financial brands
Brighter click brings together performance UGC production and paid media. The same team that makes the creative run the ads so we can pick up more quickly where the data leaves off and what should be filmed next. Underlying much of their work in financial services is a key problem in the category; trust. The consumer needs to make a decision about their own money. Often they aren't persuaded by a slick brand commercial. Instead they use creators more representative of their audience and brief them against compliance requirements of the financial brand.
This suits more consumer fintech, lending, insurance and credit unions than say an advisor led RIA funnel. More often than not their bread and butter is creator led acquisition creative.
Services:
UGC production, meta ads, paid media strategy, creator sourcing, testing and performance reporting
Best for:
Campaigns across consumer fintech, lending, insurance and credit union where we want lots of credible video creative
Why choose Brighter Click:
Same team produce the creative and run the ads
3. Aimers
Paid social and CRO for B2B fintech and financial software
Aimers is more normally a B2B SaaS and tech performance agency but does have a fintech focus and experience of payment processing tools, financial data platforms, banking software and compliance tech.
They do PPC, paid social, landing pages and conversion rate optimization. For B2B fintech this is particularly relevant as often the ad is just one piece of the puzzle. The landing page needs to communicate a technical product, filter out weak leads from serious ones and nudge qualified leads towards a demo.
Aimers isn't the first choice for say a local wealth manager looking to reach retirees. More appropriately they could be used by a fintech selling software or infrastructure to another business.
Services: Paid social, PPC, landing-page design, CRO, analytics and campaign management
Best for: B2B fintech, financial SaaS and technically complex financial products
Why choose Aimers: Strong combination of paid acquisition and conversion work for long B2B funnels
4. AccuraCast
International paid media for regulated financial brands
AccuraCast run search, display, programmatic and social for fintech, financial services and insurance companies. They specifically recognize the challenge of working within FCA, SEC and GDPR.
Key strength is their ability to work across multiple languages and internationally. If a financial brand wanted to run ads in say the UK, US, Europe and in multiple languages things quickly get complicated at campaign level and in terms of compliance. More suited to this kind of challenge than a meta boutique in their home market would be AccuraCast.
Services: Paid social, paid search, programmatic, display, analytics and international campaign management
Best for: Financial, insurance and fintech companies advertising across multiple countries or languages
Why choose AccuraCast: Experience combining performance media with cross-border regulatory and language requirements
5. BankBound
Digital marketing built for community banks and credit unions
Bankbound focus is on credit unions, regional banks and local banks. That focus means they understand loan products, where they sit in their local area, growth from deposits and the challenge of up against the national financial institutions.
In addition to meta they also do paid search, content, website and other digital channels. For a community bank this could be more appropriate as often growth comes from pulling together a range of local acquisition channels rather than just relying on instagram and facebook.
Bankbound wouldn't suit say an institutional asset manager, venture backed consumer fintech or RIA. But it's worth including here as more than most agencies they are up front about what kind of financial client they work for.
Services: Digital advertising, paid media, SEO, content, website strategy and bank-focused growth planning
Best for: Community banks, regional banks and credit unions
Why choose BankBound: Banking is the specialization, not a secondary vertical
6. Media Logic
Deep financial category experience for banks, credit unions and payment brands
Media logic have spent many years in financial services. Along the way they've worked across banking, payments, lending, wealth and other more established financial categories.
They bring together audience strategy, creative, content, media and customer experience. This makes it a useful option for an institution wanting a more far reaching campaign across paid social and other touchpoints. Often there will be multiple internal teams and compliance stakeholders involved.
Media logic more closely resembles an integrated financial services agency than a meta performance boutique. More suited therefore to a bank or well established financial institution than perhaps a smaller firm wanting one funnel of lead generation.
Services: Paid media, social, creative, strategy, content and customer experience
Best for: Banks, credit unions, payment companies and established financial institutions
Why choose Media Logic: Longstanding concentration in financial services and complex institutional marketing
7. Amsive
Audience intelligence and performance media for larger financial brands
Amsive cover media, analytics, audience development, creative and personalization. In financial services they could help brands avoid more blunt targeting on the platforms using more of their own first party data, customer modeling and measurement.
Best suited where the advertiser already has meaningful data on their customer base and wants to link up media activity with account opening, application or value. Smaller firms may not need the data infrastructure.
Services: Paid social, media strategy, audience intelligence, creative, analytics and personalization
Best for: Banks, lenders, insurance companies and larger financial brands with established data systems
Why choose Amsive: Stronger data and audience capabilities than the typical paid-social agency
8. Silverback Strategies
Integrated paid search and paid social for consumer financial services
Silverback strategies work across paid media, creative, content and analytics for financial services companies. With experience of performance themselves they could be a good fit for more advanced users wanting meta sitting alongside google rather than in isolation.
In financial services search and social tend to play different roles. Meta could build and capture interest earlier whereas google picks up people already seeking a solution. A good combined strategy would look at the link between the two.
Services: Paid social, paid search, creative, content, SEO and measurement
Best for: Credit unions, lenders, insurers and other consumer financial services businesses
Why choose Silverback Strategies: Good balance of demand creation and picking up high intent demand
9. Taktical Digital
Testing-led performance marketing for fintech growth
Taktical digital is a performance agency with experience of paid social, search, creative and conversion optimization. They'd be best suited to customer acquisition work in fintech where they could track e.g. sign-ups, applications, funded accounts or other clear downstream action.
They have more of a growth marketing approach than a typical financial institution. This could suit a fintech team wanting to test quickly but a very conservative institution should check how they see compliance process sitting against this.
Website: https://taktical.co/industries/fintech/
Services: Meta Ads, paid search, creative, landing pages and CRO
Best for: Consumer fintech and digitally native financial products
Why choose Taktical Digital: Strong experimentation culture across both media and conversion
10. NinjaPromo
Broad digital execution for fintech and crypto brands
NinjaPromo work with fintech, blockchain and crypto companies on social, content, influencer marketing, video and community management as well as paid media.
It's one of the more well-rounded agencies on this list. Could suit e.g. a global fintech brand wanting lots of executional capability in one place. Buyers should though be clear whether they'd want this more for meta acquisition, brand awareness, community growth or content.
Website: https://ninjapromo.io/industries/fintech-marketing-agency
Services: Paid social, social media, influencer marketing, video, content and digital strategy
Best for: Fintech, blockchain and crypto brands seeking a wide scope of services
Why choose NinjaPromo: Breadth of production and channel capabilities within financial technology categories
11. Inbound FinTech
Inbound demand generation for B2B fintech
Inbound fin tech specifically focus on fintech and financial services. They bring together content, paid campaigns, hubspot, crm and sales enablement.
More suited to a b2b fintech company with longer nurture and education cycle than a direct response consumer offer. Meta/paid social could feed into the funnel but more value sits in linking up acquisition with content, automation and sales process after that.
Website: https://inboundfintech.com/
Why choose Inbound FinTech: They'd understand the buyer in fintech and the infrastructure supporting demand generation.
12. Goose Digital
Paid media connected to CRM and marketing automation
Goose digital work with financial services and insurance companies on customer journeys, digital campaigns, crm and marketing automation. They add value beyond just delivering the meta impression. They build up what happens after someone responds.
Could be useful for e.g. insurers, banks and b2b financial companies with a range of products, long follow up cycles and existing crm. If e.g. they're struggling with good lead routing, poor nurture or lack of joined up reporting changing the ads wouldn't fix this. It's well suited to financial services/insurance businesses where they need complex follow up and nurture of leads. There is often a link between acquisition campaigns and systems used to manage the lead afterwards.
Website: https://goosedigital.com/industries/financial-services/
Why choose Goose Digital: Strong connection between acquisition campaigns and the systems handling the lead afterward
13. Digital Authority Partners
Full-funnel digital strategy for fintech companies
Digital Authority Partners have experience across paid media, seo, content, analytics, web and product strategy. They have experience of fintech so could be useful for anyone wanting more than just campaign management.
Good if they need improvement of their website, product messaging or conversion process alongside paid acquisition. Might be more than they need for a more established financial firm who already have a good funnel and just want management of meta.
Website: https://www.digitalauthority.me/industries/fintech/
Services: Paid media, content, SEO, analytics, website and product strategy
Best for: Fintech companies working on acquisition and the underlying digital experience at the same time
Why choose Digital Authority Partners: Ability to address both traffic generation and the product or website experience receiving that traffic
14. Avenue Z
Integrated growth, brand and communications for fintech
Avenue Z bring together performance media, creative, content, public relations and brand strategy. In fintech trust and distribution are closely linked so this combination could add value. Paid ads could build reach but with good creative, credibility and executive visibility the same media spend could go further.
More suited to a fintech company wanting to build its own category or increase its profile than a local financial advisor wanting booked appointments.
Website: https://avenuez.com/industries/fintech/
Services: Paid media, creative, brand, content, PR and influencer strategy
Best for: Growth-stage and established fintech companies that need acquisition and reputation support together
Why choose Avenue Z: Combines performance distribution with communications and brand building
15. Fiat Growth
Hands-on customer acquisition for venture-backed fintech
Fiat growth sits closely within the fintech ecosystem and support companies on growth strategy, testing channels, partnerships and paid acquisition.
Their approach could suit a fintech company wanting to explore which offers and channels could scale. Rather than just looking at meta as a media account they could help unpick questions about unit economics, performance of their funnel and go-to-market.
Best suited to venture backed and startup companies. Not an agency focused on RIAs so less likely to be right for more traditional wealth manager. Could suit fintech companies looking for repeatable customer acquisition, support with growth strategy, testing channels, partnerships and go-to-market.
Website: https://www.fiatgrowth.com/
16. Growth Gorilla
Growth Gorilla specialize in fintech and deliver across influencer marketing, UGC, paid social and creative production. Best suited to consumer products e.g. neobanks, investment platforms, trading apps and other financial brands where people need to trust and understand the category.
Where they add most value is in creative distribution. Creator content adds more believable human voice to a financial product and paid social allows the brand to control reach and test.
Website: https://growthgorilla.co.uk/
Services: Paid social, influencer marketing, UGC, creative strategy and content production
Best for: Consumer-facing fintech brands and financial apps
Why choose Growth Gorilla: Fintech specialization combined with creator-led acquisition
17. ProperExpression
Pipeline-focused marketing for B2B fintech
For a B2B fintech company this is important. A lead from paid search might be cheap but unless it's the right company, right title and could realistically turn into revenue it won't be worth much. More suited to companies wanting their paid media program linked up with stages of sales and reporting in their CRM.
Website: https://www.properexpression.com/industry/fintech-marketing-agency
Services: Paid social, paid search, SEO, content, RevOps and demand generation
Best for: B2B fintech companies selling through a sales team
Why choose ProperExpression: Strong emphasis on pipeline and sales alignment rather than lead volume alone
18. WebFX
A large full-service agency with financial services capability
With large budget and internal marketing capability they could well use webfx for paid social, ppc, seo, content, web design and tracking revenue. They could manage more than one channel through them. Advantage is breadth and scale. Ask yourself how much of their own experience sits at account level against your particular financial model. It's possible they'll have experience of financial services at agency level but the people working on your account may be from other verticals.
Website: https://www.webfx.com/industries/finance/agency/
Services: Social advertising, PPC, SEO, content, web design and revenue analytics
Best for: Financial services companies that want a large full-service digital team
Why choose WebFX: Broad execution capacity and the ability to consolidate several digital channels
19. Wpromote
Enterprise performance marketing and measurement
Wpromote work with big brands on paid social, paid search, creative, analytics, conversion and lifecycle optimization. Most suited to companies with big budgets and existing marketing capability. They could support more complex media programs and more advanced measurement but more likely to suit a national financial brand than small advisory practice. As with any big agency check who will sit on the account and how quickly they could pick up performance data from meta.
Website: https://www.wpromote.com/industries/financial-services
Services: Paid social, paid search, creative, analytics, lifecycle marketing and CRO
Best for: Enterprise banks, insurers, fintech companies and national financial brands
Why choose Wpromote: Enterprise-scale media buying paired with creative and measurement depth
20. Cramer-Krasselt
Large integrated campaigns for established financial brands
Cramer-Krasselt is a full service agency with experience of banking, credit unions, insurance, wealth management and fintech. They do social advertising, media, brand strategy and creative campaigns. This would be one to consider if the assignment spans brand, media and significant integrated campaign. Probably too broad for say someone looking for just a lead generation engine on meta but could suit an established institution with lots of stakeholders and channels.
Website: https://c-k.com/industries/top-financial-services-marketing-agency/
Services: Social advertising, media planning, creative, brand strategy and integrated campaigns
Best for: Established banks, insurers, credit unions and wealth brands
Why choose Cramer-Krasselt: Ability to handle high-visibility campaigns across paid media and brand
21. MintTwist
UK-based digital marketing for financial and fintech brands
Mint twist do media, social, seo, content and digital strategy. Given their experience of tech and financial companies could suit international and UK brands. If a company is operating under uk/european requirements then a local agency could add value. Cookie rules, customer behavior, compliance considerations and language aren't the same as in the us.
Website: https://www.minttwist.com/
Services: Paid social, paid search, SEO, content and digital strategy
Best for: UK and international fintech or financial-services companies
Why choose MintTwist: Regional experience combined with full-funnel digital capabilities
22. NoGood
Rapid growth experimentation for fintech companies
NoGood work with growth stage companies on paid social, creative, content, seo and conversion optimization. Given its focus on fintech they could suit a uk/international brand looking to test and build scalable acquisition. More suited to digitally native company happy to quickly test and experiment. If compliance process is slow at a financial institution they should think about the process up front. Only if they can keep up with review and production would a high tempo testing approach work.
Website: https://nogood.io/industries/fintech-marketing-agency/
Services: Paid social, performance creative, CRO, SEO, content and growth strategy
Best for: Growth-stage fintech companies with clear conversion events and an appetite for testing
Why choose NoGood: Strong experimentation model across creative, media and the conversion funnel
23. Socially Powerful
Creator-led social campaigns for consumer finance brands
Socially powerful looks at social strategy, influencers, creators, paid social and measurement. For a consumer finance company that might be helpful where more of our challenge is building trust, attention and cultural relevance than setting up a campaign.
Most appropriately this could sit for example against financial apps and consumer brands where they could build their product story through creators. Less relevant for say more traditional RIA wanting advisor led messaging and appointments with high net worth households.
Website: https://sociallypowerful.com/industries/finance
Services: Paid social, influencer marketing, social creative, community strategy and measurement
Best for: Consumer fintech and finance brands using creators as a core acquisition channel
Why choose Socially Powerful: Ability to connect influencer content with paid distribution and social measurement
24. Merkle
Enterprise data and customer-experience infrastructure
Merkle is a big global agency with strength in data, identity, customer experience and connected media. They have experience of financial services and could drive customer data across paid social and other channels.
Not naturally suited to a financial services company wanting more of a focused system for Meta ads. More appropriate if part of their brief is enterprise data infrastructure, across multiple markets, multiple business units and they have a significant internal marketing team.
Website: https://www.merkle.com/
Services: Enterprise paid media, data and identity, CRM, customer experience, analytics and personalization
Best for: Global financial institutions undertaking large data or customer-experience transformations
Why choose Merkle: Enterprise infrastructure and first-party-data capabilities that go far beyond a normal Meta Ads engagement
25. iProspect
Global media buying for very large financial brands
I would put them on the list as they could deliver big international media programs. They wouldn't normally sit as a focused alternative to blackbox for most financial services companies. More suited to global brands wanting an agency holding company, across many markets and wide media remit rather than a specific system to drive growth of meta ads.
Website: https://www.iprospect.com/en-us
Services: Paid social, paid search, programmatic, video, media strategy and global campaign management
Best for: Multinational financial brands running complex media programs across many countries
Why choose iProspect: Global reach and the ability to coordinate large cross-channel media assignments
What to Consider When Hiring a Meta Ads Agency for Financial Services
Ask what financial services actually means in their client list
"We work with financial services" could mean they used to run ads for a bookkeeping app.
Ask them about experience of your particular business model. If you're an RIA ask about RIAs. If you're a credit union ask about credit unions. If you're selling fintech software B2B ask them about selling financial technology via a sales team.
Ask what result they optimize toward
Ask them what they want to optimize their work against. If they say clicks, CTR or cost per lead keep pushing.
How do they know they've got a qualified lead? Do they record held appointments? Could they link the campaign to their CRM? Do they know which creative delivered clients? For an RIA could they see new AUM.
What you want isn't more beautiful reporting, you want better decisions about where next dollar should go.
Ask how many new creatives they can produce
Don't settle for "we test creative". Press for more detail of their process.
Who comes up with the angles? Who writes the script? Who does the recording/designed the ad. How many fresh variations/concepts would they produce each month. How soon could they build out a winning angle. What happens when an ad starts to fatigue?
Meta need sufficient variety of creative to hit the right buyers. Five different headlines on the same video isn't five ideas.
Ask how compliance fits into the weekly workflow
They need to know who passes creative into compliance, what supporting docs they need, how they resolve comments and typical time taken to approve.
If every time they pass creative into compliance it's a last minute interruption then your campaigns will always be stuck waiting for creative. As part of their production calendar they need to build in time for compliance from day one.
Ask who owns the sales problem
Marketing can't close the client but they shouldn't leave everything after the form down to someone else.
If they don't show up at appointments check qualification, reminders and follow up. If they do show up but don't close check the offer and sales process. If they close but the economics aren't strong look at value to client and cost to acquire.
A good agency won't claim it can take over your sales team. More importantly they'll care about outcome and be able to help you see where your funnel breaks.
Ask whether the agency is right for your current stage
More marketing won't fix a business unready for marketing.
Before you consider hiring an agency you need capacity yourself to take appointments, a process that works, good economics, someone to follow up and enough budget to generate useful data. For this reason some of the agencies on this list will work well for startups, others only make sense at more mature firms.
Choosing the Right Financial Services Meta Ads Partner
Best agency on this list for most financial services businesses would be blackbox. But even here you need a good offer, budget, sales capacity and follow up internally otherwise they won't deliver.
A community bank shouldn't approach hiring an agency as they would if they were building a consumer trading app. A payments platform targeting b2b should not use the same funnel as a wealth manager. And an RIA looking to add AUM shouldn't judge an agency on screenshots of ecommerce ROAS.
Start from your type of financial business, what outcome you want and where in the funnel it's breaking. Then ask each agency to explain how their process links meta spend to your specific business outcome.
If you're an established financial services business looking to use meta ads to drive revenue and qualified pipeline blackbox is best of the lot here. They understand the category, they look after the whole system and don't just deliver ads and leads. You can sign up for 15 minute intro call at ClientsBlackbox.com
