Marketing Operations Consulting and Execution for FinTech and Financial Services
Our marketing operations experts connect tools, campaigns, and revenue data so you can see what drives the pipeline and stay compliant every step of the way.
Trusted by
Leaders in Finance
Our Marketing Operations Solutions
Improved Attribution + Funnel Clarity
We help marketing teams establish end-to-end visibility across campaigns to better understand performance, influence, and funnel movement.
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- Directional multi-touch attribution models
- Funnel definitions aligned with regulated sales cycles and multi-stakeholder deals
- CRM and marketing automation integration for lifecycle visibility
Data Driven Marketing Analytics
We build marketing dashboards and reporting frameworks that support performance analysis, leadership visibility, and stakeholder accountability.
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- Clear dashboards showing pipeline influence, conversion rates, ROI, and core KPIs
- Conversion analysis by channel, segment, or product
- Reporting aligned with internal governance and regulatory requirements
Lead Scoring + Routing
We design lead scoring and routing frameworks that reflect buying behavior, relevance, and regulation considerations.
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- Persona-based scoring for investors, network advisors, and institutional buyers
- Routing logic that ensures qualified leads reach the appropriate team fast
- Lead management workflows supporting advisor engagement and compliance checks
Marketing Automation Platforms Optimization + Admin
We design and manage the implementation and administration of marketing automation platforms to support scalable growth.
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- HubSpot, Marketo, Pardot, and Eloqua setup and optimization
- Automated nurture flows designed for complex customer journeys
- Compliance-focused management of opt-ins, data retention, and messaging standards
How you get the right expert in under 72 hours
You don’t need a six-month ramp to see results. Tell us what’s not working and we do the heavy lifting.
Discovery &
Audit Call
Tell us your goals, your challenges, and your roadblocks.
AI-Powered
Expert Screening
We use Al + human review to find and select the best expert for your needs.
Match Introduction
& Confirmation
You’re introduced to the expert within 72 hours for a 1:1 meeting to confirm the fit.
You choose how many hours you need and can adjust at any time.
Expert Joins
Your Team
They’re ready to go on day one. No lengthy onboarding or training required.
Not a fit? We’ll match you with another expert within 72 hours, free of charge.
Meet our 500+ FinTech and Financial Services RevOps Experts
Areas of Expertise: Marketing Operations, Sales Operations, Business Operations, Sales Enablement
Tools Experience: HubSpot Sales Hub, LinkedIn Sales Navigator, ZoomInfo, Outreach, Looker, Tableau, ActiveCampaign
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 Sales Cloud
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 Sales Cloud, Tableau
Who we work with in FinTech and Financial Services
We support teams across different motions and growth stages, including:
- Teams managing campaigns across different products and segments.
- Organizations supporting campaigns targeting investors, advisors, and institutional buyers across financial products.
- Teams managing consent, disclosures, and permission-based marketing for regulated financial audiences.
What makes InTandem the right partner
Industry-Specific Knowledge
We understand how financial and FinTech regulations, long buying cycles, and multiple decision-makers impact marketing execution. We know where marketing operations break down and how to fix them.
Execution You Can Trust
We implement scalable systems designed to stay clean, repeatable, and reliable as teams and priorities evolve.
Full Funnel Alignment
We ensure marketing operations integrate cleanly with sales, customer success, product, and finance, so data, processes, and reporting stay consistent across the business.
Looking for help with something else?
Tell us your Marketing Ops problem, and we’ll connect you with an expert who’s solved it before and knows the fastest path forward.
RevOps Solutions Built for FinTech and Financial Services
We don’t just solve for Marketing Ops, we help you run a revenue engine that works together.
Sales Operations
We bring structure and speed to sales. From clean CRM data to compliant incentive plans and accurate forecasts, our experts make your pipeline predictable and your sales process transparent.
Customer Success Operations
Our experts operationalize customer success with automated renewals, predictive health insights, and reporting built for accuracy, giving you loyal clients and predictable recurring revenue.
Flexible engagements tailored to your needs
Meet Your Marketing Ops Expert in 72 Hours
Marketing Ops consulting and expertise on demand
Access thousands of pre-vetted experts who can begin supporting your business needs within 72 hours.
Ready for any challenge
Engagements range from 5 to 40 hours per week, allowing us to provide coverage for your needs from specific project execution to parental leave coverage.