Last updated: Feb 2023
All Financial Services marketing companies on Credo have deep experience working with Financial Services businesses.
If you need a company with years of Financial Services marketing experience, use the form on this page to get started and see how Credo is different.
Join the thousands of companies who trust the Credo network, including:
Honed is the SEO freelance platform for Matt Wright and his small SEO team. Matt’s 9+ year career in SEO has allowed him to work with many household brands such as Cancer Research UK, VW, The Telegraph and British Airways. He started his career in editorial, working directly for a broadsheet journalist. He then moved on to SEO and Paid Search – freelancing full-time now for 3 years. He has worked in very senior positions at digital agencies, and has…
Expertise in Search Engine Optimization and Digital Marketing I have a well-rounded business background within small businesses and enterprise organizations, as well as over twenty years of experience in sales and online marketing. This experience also includes fifteen of practicing and educating others in search engine optimization. For over ten years I’ve led Web Savvy Marketing as the Founder and President. In this role, I’ve provided hands-on full-service SEO consulting and one-on-one SEO coaching, created online SEO courses, hosted an…
John Leutermann, Jr. is a digital expert who delivers results that empower small business owners to take their digital marketing to the next level. Clients love his practical strategies that they can be immediately applied to jump-start their businesses and grow online. Awarded “Best in Search” by TopSEOs and “Best in Milwaukee” by AgencyList, John is the owner of NARI-member Big Rock Marketing and has helped more than 100 SMB clients achieve measurable growth online. He serves clients across a…
Strategic and International SEO, working in SEO field since 2004, Gianluca Fiorelli is a respected SEO expert. Italian and living in Spain, Gianluca worked and works remotely for clients from every corner of the world: USA, Canada, Spain, Italy, United Kingdom, UAE, and Australia, just to cite a few countries. As a consultant, Gianluca helped companies like Glassdoor, Pixmania, Idealista.com, Iberostar, Palladium Hotel Group, MSC Cruises, Magoosh.com, Lladró, Visitcalifornia.com and Go Overseas amongst many others growing their organic visibility nationally…
Niki Mosier is an SEO consultant with over 10 years of experience. Most of Niki’s experience comes from agency side SEO work, which means she has worked with clients across various verticals and clients of all sizes, including enterprise level multi-location local SEO clients and massive news publishing websites. Niki loves the challenge of helping solve problems that are causing traffic issues for websites. Niki also really enjoys consulting with business owners and marketing teams to help them grow their…
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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."
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 Consultants 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 Consultants from our network, you can trust they're the best we can find.
"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)!