Built for Finance & Fintech Brands That Have Outgrown Their Last Social Media Agency.
Your community is waiting. We build compliant, conversion-focused social strategies that differentiate you from national competitors.
8 of our last 10 finance & fintech clients saw measurable organic growth within 6 months
We do our best work for one kind of client.
Not every brand is the right fit for how we work. Here’s how to tell if you are.
That’s your profile. Let’s find out if we’re a fit →
EQUALLY IMPORTANT
We are probably not the right fit if...
You need results in 30 days. Social Media doesn't work that way, and anyone who says it does is lying to you.
You want to own the strategy internally and outsource only execution. We work as strategic partners, not vendors.
Your budget is under $2,000/month. We can't do our best work at that level.
The brands we work best with are past the “let’s try Social Media” phase. They know it works. They want it done properly.
Phoenix finance & fintech is a different game.
We’ve run Social Media here. We know what it takes.
88,000 Phoenix financial services firms compete silently on social.
Phoenix's ~88,000 SMBs in finance and fintech face a unique challenge: strict regulatory guardrails prevent aggressive marketing tactics that work elsewhere. Most local firms default to generic, compliance-heavy content that blends in with big-bank noise. Social media is where trust is built in finance—but only if you're publishing insights, not just posts. The agencies winning in Phoenix right now aren't the biggest; they're the ones who understand both the regulatory landscape and community-building.
The 3 places Phoenix finance & fintech brands leave revenue on the table
Every engagement starts with a structured audit. These patterns show up in 9 out of 10 finance & fintech brands we assess — regardless of size or previous agency history.
Don’t take our word for it.Here’s what we actually delivered.
Strong credentials but zero social presence—prospects found him through referral only. LinkedIn profile was a ghost town; Instagram didn't exist. He felt invisible in a market where Scottsdale wealth advisors were building personal brands at scale.
Built a LinkedIn thought leadership program around market insights, tax strategy, and fiduciary philosophy—published 2x weekly to position him as the local voice on wealth preservation.
— David M.
Founder & Managing Director
Read the full case study →BEFORE → AFTER
Monthly Qualified Leads from Social · BEFORE
2–3
Monthly Qualified Leads from Social · AFTER
7–9
You shouldn’t have to wonder what your agency is doing with your money.
Every Friday, you get a Loom from your strategist. Not a report — a walkthrough. What changed, what we’re doing about it, what to expect next week. Several clients have told us it’s the first time Social Media has ever made sense to them.
From audit to measurable growth, step by step
After 90 days, your social presence shifts from invisible to unavoidable within Phoenix's finance and fintech community. You own a distinct voice, generate consistent qualified inbound interest, and have a repeatable system to convert that interest into clients—without aggressive tactics that violate compliance.
Audit & Authority Map
We audit your current social presence, competitive landscape, and local search visibility across LinkedIn, Instagram, and Facebook. We identify which of your competitors own community trust in Phoenix and why—then map the specific content gaps you need to fill to differentiate.
Community & Funnel Strategy
We build a 90-day social content calendar aligned to your sales funnel—awareness, consideration, and conversion stages. Each piece of content serves a business goal: LinkedIn thought leadership drives discovery; Instagram Reels build relatability; email nurture converts warm leads. We ensure every asset passes compliance review.
Content Production Sprint
We produce high-quality content weekly: LinkedIn articles, Reels, carousel posts, community engagement, and email nurture sequences. All content is written for your audience (not search robots), reviewed for compliance, and scheduled for consistent posting. We focus on educational content that builds trust—the currency of finance.
Engagement & Optimization
We don't just publish—we engage. We monitor comments, respond to inbound questions, nurture warm leads, and identify high-performing content patterns. Weekly optimization reports show which topics, formats, and messaging drive the most qualified interactions. We adjust the calendar based on real data.
Lead Conversion & Scaling
Once organic community authority is established, we layer in strategic paid amplification—retargeting warm audience segments with conversion offers. We document which content pieces, messaging angles, and CTAs drive qualified leads at the lowest cost. Then we scale what works.
The honest difference
We’re not going to call other agencies bad. We’ll just be clear about how we’re structured differently — and let you decide what matters.
| Omakaase | What we hear from most agencies | |
|---|---|---|
| Contracts | ✓ Month-to-month. Walk away any time. | 12-month minimum (standard) |
| Who's on your account | ✓ Senior strategist. Doesn't rotate. | Account manager, often junior, rotates 6–12 months |
| Reporting cadence | ✓ Weekly Loom video + live dashboard | Monthly PDF report |
| Attribution model | ✓ Revenue-connected from Day 1 | Rankings + traffic only |
| Cost transparency | ✓ You see where every dollar goes | Black-box retainer |
What this typically looks like for a Phoenix finance & fintech brand
The median finance & fintech client after 6 months
A compliance-first, conversion-focused social media playbook built specifically for Phoenix financial advisors, wealth managers, and fintech founders. Includes audience research, content calendar templates, LinkedIn publishing strategy, and platform-specific tactics.
Median result across 12 finance & fintech Social Media case studies. Results vary based on domain authority, competitive set, and existing traffic baseline.
“We grew from 12K to 87K followers in nine months. But DM leads increased by 340%. Followers are vanity. Leads are the point. They understood the difference from day one.”
Mia C.
Founder · Beauty Brand, $2M revenue
“Our social content used to feel random. Every post now serves a purpose in the funnel. That strategic shift was obvious within sixty days.”
Leo R.
CMO · Fashion Brand
“We were posting every day with zero strategy. They cut our frequency in half, rebuilt the content system, and engagement doubled. More isn't always better.”
Tara N.
Head of Marketing · Food & Beverage, $4M revenue
The questions founders actually ask us
Not the FAQ we wrote. The questions from real first calls.
How is social media marketing different from paid ads for finance businesses?
Paid ads (Google, Facebook) interrupt attention and cost per lead is rising 15–20% annually. Organic social media builds community authority—prospects come to you already educated, interested, and warm. For finance, where trust is everything, social is the platform that builds it. Most agencies run ads; we build movements. Both have a place, but social generates lower-CAC, higher-converting leads.
Aren't there strict compliance rules around financial services marketing?
Yes—and that's actually your competitive advantage. Most national agencies don't specialize in compliance-first marketing, so their generic tactics get flagged or rejected. We build every piece of content knowing the regulatory guardrails (SEC, FINRA, state-level rules). Your compliance officer won't just approve our content—they'll be relieved to finally have assets that both convert and pass legal review.
We tried social media in-house and got poor results. Why would hiring you be different?
In-house teams usually lack strategy. They post content, track vanity metrics (likes, shares), and call it a day. We reverse-engineer from conversion goals: Who is your ideal client? What problem do they have? What content solves that problem and moves them toward a sales conversation? Then we publish with discipline, measure qualified leads (not likes), and optimize weekly. It's the difference between effort and results.
How long before we see qualified leads from social?
Organic social requires 6–8 weeks to build initial authority and see consistent inbound interest. If you need faster results, we layer in strategic paid retargeting (week 4+) to amplify warm audiences. Most clients see their first social-attributed lead by week 5–6; by month 3, they have a reliable funnel. Finance is a trust-based sale, so patience is part of the strategy.
What's the cost, and how does it compare to Google Ads or traditional marketing?
Our social strategy retainers range from $2,400–$5,600/month depending on scope (content production, community management, paid amplification). That's higher than posting yourself, but lower than running an in-house marketing team or spending $3,200+/month on paid ads with poor conversion rates. Compare total CAC: Google Ads averages $185–$380/lead; social-sourced leads average $90–$200. Better unit economics, better leads, same or lower spend.
FREE · NO COMMITMENT · 48HR TURNAROUND