Last updated: Nov 2023
Your Financial Services business deserves an agency that understands your industry's specific needs and market.
Here at Credo, we specialize in finding agencies that do just that, and then matching you with them via our proprietary technology, matching algorithms, and team of matching experts. Simply put, our matchmaking service will match you with digital agencies who have proven track records in the Financial Services industry.
Since 2015, more than 6,500+ businesses have used our platform to find their dream partner.
Ready to meet your own perfect match? Then fill out the form on this page to schedule a call with one of our master matchmakers today to get started.
Join the thousands of companies who trust the Credo network, including:
Canal Digital Studio is a boutique Digital Marketing agency based in New York City. We alleviate the anxiety of digital growth by delivering more traffic, more conversions, better rankings and faster results. We work primarily with DTC, SaaS, Consumer Product and eCommerce brands. Our small team has previously worked at large and small agencies, corporate strategy consultancies and in-house marketing teams … we’ve worn all the hats and can attack your project from any angle. We are marketing insiders who are…
We are a full-service ROI-led digital marketing agency with over 13 years of experience. With a strong team of over 90 people, we provide an array of digital marketing services such as Digital Marketing Strategy, B2B Lead Gen, Search Engine Optimization, UI and Design, Web and App Development, Paid Marketing, Social Media Management, Content Strategy, and Content Development. We are a strong team of digital marketers, strategists, designers and technologists with a passion to build digital experiences spanning through the…
Flighted is a growth marketing agency specializing in paid advertising, ad creative production, and landing page design for DTC brands. We are your DTC SWAT team – brands either work with us when they are a) launching paid ads for the first time and looking for an expert to help them across all critical points of their acquisition funnel, or b) hitting a wall on a paid channel and looking to take things to the next level.
RankHammer was founded by a pair of long time digital marketing professionals who met working in one of the most challenging verticals for SEO. Steve came from a background of engineering and big brand marketing, while Nathan had experience in programming and big advertising agencies. The unique combination of the leadership team has allowed them to bring strategic solutions to businesses of all sizes as well as implement them. We specialize in challenging problems with a technical component, particularly where…
Organic Media Group is a content focused SEO and link building agency based out of San Diego, California. Our goal is to generate organic traffic growth that results in an ROI as quickly as possible. We achieve this through a combination of technical on-site SEO fixes, link building, and new content for your site. We have experience across all niches and have worked with large brands like State Farm Insurance and Reuters, as well as small local businesses. We are…
Are you looking for an ROI focused digital marketing agency to help take your company to the next level? For the past 10 years, our team has been working in the digital marketing industry helping companies small and large develop and execute SEO, content marketing and pay per click advertising strategies that have helped them grow by double digits. Our managing partner, Jordan, started his career at the age of 15 when he launched his first online business selling ebooks….
SEOteric is a search-first digital marketing agency that evolved from our roots as an SEO firm. Founded in 2009, we specialize in creating marketing strategies for businesses to engage with customers by leveraging SEO, PPC advertising, social media, email, and websites. Our team has two main divisions of Marketing Operations and Website Operations. Our Marketing Operations team manages the digital marketing strategies for our clients and the Website Operations team handles website design, development, hosting, and technical support. Each client…
fuze32 Marketing is an all-in-one marketing agency that provides custom marketing campaigns designed to meet your company goals. fuze32 is a full-service advertising agency from concept to completion. We work as a team to fully understand your goals and industry, do the research to verify our strategy, and together determine which strategic and creative ideas will work best for you. We have experience coordinating fully integrated marketing campaigns. Success requires strategy, consistency, data-tracking, and a results-oriented approach. Clients we work…
Pixelhop is a digital agency specialising in apps, web apps, prototypes and MVPs. We work with clients from idea to launch to realise their digital ambitions. Early in 2019, Gem decided it was time to take everything she’d learnt in the digital world and start carving her own path. Just like that one rainy evening in February, Pixelhop was born! The dream had always been for Zef to join once Pixelhop had found its feet a little. Towards the end…
We are a boutique Digital Marketing Agency specializing in SEO & Google Ads. We have a wealth of expertise, broad hands-on experience, and a desire to make a chance for our clients. We strive to be your digital marketing partner and can be part of an extensive marketing team, or you “go to” person who gets the work done. With our expertise, we are able to craft smart, measurable strategies, complete with a roadmap, goals, and forecast of results to…
Case digital is a boutique marketing consultation & execution firm based out of Atlanta, Georgia. Our aim is to provide strategic consulting and comprehensive digital growth strategies for businesses. We offer one-stop solutions to small-medium businesses, startups, and enterprises that are looking for innovative growth solutions through digital presence. Partnering with us is like hiring a marketing team but without the hassle of managing one. Over the past 13 years, we have successfully catered to the requirements of 35+ industries…
Yoghurt Digital is a digital marketing agency with offices in Australia and the UK, specialising in conversion optimisation (CRO), user research and user experience design (UX), search engine optimisation (SEO) and paid search / social (PPC). We’ve built our entire agency on intimately understanding our client’s consumers and their online behaviour, balancing smart data insights and digital strategy to increase sales. With everything in the online world trackable and measurable, being “data driven” is no longer a buzz word but…
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"When I was tasked with hiring someone to help with our marketing, I turned to Credo. They introduced us to two vetted pros who specialized in what we need. Credo saved us a lot of time and money by getting us the right pros the first time."
"We contacted Credo and after a 30 minute discussion where they asked deeper questions to clarify our needs and current setup (including other agencies we already work with), they introduced us to two agencies who ended up being a perfect fit for us."
"This was my first time using Credo and I will never hire another agency without them. I needed a PPC agency and I needed one FAST. Credo got me 3 discovery calls in a day with some seriously high quality companies. The hardest part was choosing between them. If you're going to hire an agency, use Credo. Seriously."
"All 3 candidates were awesome and I really appreciated the process. Using Credo blew my mind in terms of saving time, 3 super high quality candidates, and we got a lot out of hearing their various approaches."
Find your Financial Services partner
Credo helps companies find and hire the right marketing partner.
A company can be polished and professional and still not deliver great results, so we specifically ask each network applicant about their clients and results they have driven.
We ask every applicant for:
Quality of work delivered is extremely important to us and extremely important to you.
Our professional vetting involves the following:
Every network applicant must also pass our culture screening to make sure they're aligned with our standards.
This involves a 30 minute call covering:
All Financial Services Digital Marketing Companies on Credo have passed our initial three step and 28-point vetting process before joining, and are continuously vetted via client feedback. When you speak with the Financial Services Digital Marketing Companies in our network, you can trust they're the best we can find.
Needs a value to make it work on the frontend.
"GetCredo.com is one of the few trustworthy places to find a good SEO."
"After working with a number of clients who had been burned by illicit consultants, industry veteran John Doherty was inspired to create [a company] that would help companies find reputable search marketing and SEO professionals."
"I don't know of anyone who puts as much care and attention into properly vetting and matching SEO projects with vendors than Credo."
Prioritize agencies who have experience with the channel or channels you need help with. If you have multiple needs, we recommend prioritizing a full service firm who can do all channels as opposed to hiring individual agencies or contractors for each channel. This will reduce the number of providers you have to contact as well as the management overhead once they are hired.
Note - at Credo we match you with providers from our network who both fit your marketing channel needs and have experience with your type of business (SaaS, Ecommerce, etc). Where possible, we also match you with providers who have experience in your industry.
We recommend speaking with multiple agencies to verify that they have the experience you require and that you like speaking with them. Culture fit between you and your agency is the unspoken factor we find that determines if an engagement will be successful. We then recommend that you conduct longer strategy sessions (about an hour) with 2-4 agencies to dive deeper on your needs with their team.
Note - Credo schedules the initial discovery calls for you with agencies from our network.
Once you’ve gone deeper with 2-4 agencies, ask for proposals that you can review that include scope, timeline, cost, and terms. We recommend that you use our Agency Reviewer resource to make it easier. Some agencies may have a separate contract with terms and conditions, which is fine.
Once you receive proposals, you can negotiate back with agencies. The most common things to negotiate back on are scope and timeline. If ideal budget is above your ability to pay, see if you can reduce the scope to get the project within budget while understanding the tradeoffs.
Finally, make a decision about who to work with and commit for a period of time that is long enough to know if you’re able to get results but not so long that it traps you into something that isn’t working. We recommend that you agree to at minimum a 3 month contract, and ideally a 6 month contract with a three month out.
Make sure healthy expectations are set and your agency fully understands your objectives. The best results are created when you have alignment with your agency around your business goals.
Drive results for your marketing needs with the Credo network. Get started today (it's free and there is no obligation)!
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