Marketing operations in financial services require a unique balance of compliance, control, and performance. Financial institutions and FinTech firms must meet strict regulatory expectations while driving scalable demand generation and client engagement. That means every campaign, lead, and attribution model must be built on a foundation of data integrity and operational discipline.
Unlike traditional industries, marketing in finance is shaped by external compliance requirements, long decision cycles, and high-value clients. Common challenges we solve include:
We build systems that create transparency, eliminate risk, and provide a clear return on every marketing investment.
InTandem delivers expert-led marketing operations consulting for financial services organizations. From lead management to campaign analytics, we help you build a marketing infrastructure that enables pipeline growth, improves marketing-to-sales alignment, and supports long-term customer acquisition.
We help finance and FinTech marketing teams implement end-to-end campaign tracking and attribution to tie every initiative to pipeline or revenue. From awareness to conversion, we make sure you know what’s working, and why.
Marketing metrics in financial services aren’t just about performance, they’re part of investor and board reporting. We build dashboards and reporting frameworks that align with internal stakeholders and external compliance demands.
We design intelligent lead scoring frameworks that incorporate demographic and behavioral signals, as well as compliance criteria. Our routing logic ensures high-quality leads reach the right sales teams without bottlenecks.
Our experts manage the implementation, optimization, and administration of marketing automation tools used in financial services. We focus on scalable growth without exposing your brand to regulatory risk.
Whether you’re building your GTM engine from the ground up or optimizing legacy systems, we bring the experience and financial services fluency to get it done right.
Our experts understand how marketing intersects with risk, legal, and compliance teams in financial organizations. We help you market confidently without cutting corners.
From lead scoring models to reporting dashboards, every output is built for clarity, auditability, and scale.
As a RevOps consulting firm, we ensure your marketing systems and data integrate seamlessly with sales, customer success, and finance platforms.
Areas of Expertise: Sales Operations, Marketing Operations, CS/Support Operations, Deal Desk, Project Management, Business Systems
Tools Experience: Salesforce Service Cloud, Netsuite, Microsoft Power BI, Tableau, Salesforce CPQ, LinkedIn Sales Navigator, Marketo, Salesforce SalesCloud
Areas of Expertise: Sales Operations, Marketing Operations, Sales Enablement, Deal Desk, Business Operations, Project Management, Business Systems, CS/Support Operations
Tools Experience: Microsoft Power BI, Salesforce CPQ, ZoomInfo, Hubspot Sales Hub, Salesforce SalesCloud, Tableau
Areas of Expertise: Marketing Operations, Sales Operations, Business Operations, Sales Enablement
Tools Experience: Hubspot Sales Hub, LinkedIn Sales Navigator, ZoomInfo, Outreach, Looker, Tableau, ActiveCampaign
Whether you’re expanding your GTM engine or fixing operational inefficiencies, we’re here to help you move faster, reduce risk, and prove impact. Connect with a financial services marketing operations expert today.
