Choosing a marketing agency for a financial services firm
What to ask a marketing agency before hiring them for a financial services firm, and why compliance fluency should be a hard requirement.
4 min read
Fintech investors read a pitch deck with regulatory risk as a first-order concern, not a footnote. A deck that presents strong growth numbers but is vague about licensing status, regulatory pathway or compliance costs will get flagged quickly by any experienced fintech investor.
What the deck needs to address
- Current regulatory status and licensing pathway, stated clearly and honestly.
- Unit economics including compliance and risk costs, not just gross revenue and growth.
- Customer acquisition cost and repayment or claims performance, depending on the product.
- A credible plan for scaling compliance operations alongside growth, not just product and marketing.
Presenting growth metrics honestly
In lending fintech specifically, growth in disbursement volume without corresponding data on default rates and collection performance is a common, easily spotted gap that experienced investors will ask about directly if it is not addressed proactively.
A fintech investor treats an unclear regulatory position as disqualifying far more often than a modest growth number.
Design that supports scrutiny
Clear, labelled charts covering both growth and risk metrics matter more than visual polish — this audience is verifying the business model's soundness, not evaluating design taste.
The takeaway
Address your regulatory status and pathway explicitly in the deck — an investor evaluating fintech treats an unclear regulatory position as a major red flag, not a minor gap.
Written by Fibvo — Bengaluru and Erode, India — working with clients in other time zones. Questions, or think we have it wrong? Tell us.
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