For Marketing Leaders at Fintech Brands
Turn the Creators Your Customers Trust With Money Into Funded Accounts
We find the money creators your customers trust, check every script for finance rules, and track each sign-up back to the creator who brought it.
Campaigns for 55+ brands
Most fintech creator deals get booked like ads and judged on views
Paid ads in finance come with tight rules, so brands turn to creators and then book them like billboards. The views come in, the funded accounts don’t, and creators get written off as a channel nobody can measure.
Rocket Money booked 501 YouTubers across 963 sponsored videos to win its category.
The money apps that win with creators don’t buy one big video. They find the creators who bring sign-ups and keep booking them.
Source: our own data on YouTube sponsorships
Why most fintech creator programs stall
“Legal sent the script back again and again, and the creator gave up”
Why it happensNobody wrote it with finance rules in mind from the start, so every round of review found something new.
“We got sign-ups, but almost nobody funded the account”
Why it happensThe audience was curious about money, not ready to move it. Sign-ups only count when the right people come in.
“The read sounded like an ad and people skipped it”
Why it happensA script off a card shows nothing. Money apps sell when people watch a creator use one in their own life.
“One video went up, then nothing”
Why it happensPeople need to see a money app a few times before they trust it with their pay. One booking shows it once.
“We can’t tell which creator brought which customer”
Why it happensPeople rarely sign up the day they watch. They come back later through search, and the promo code never gets used.
“Every campaign starts from scratch”
Why it happensNobody keeps a list of who brought funded accounts, so the creators who worked never get booked again.
Why we started
We realized this old system was not the way that the most successful companies were doing things. We learned this first hand.
We ran an influencer agency first, then a talent agency. Neither one worked for the brands we served, so we built something new.
First Didn’t work
We were an influencer agency
When we ran as an influencer agency, we would reach out to a thousand creators, hear back from about 50, and end up with three influencers who were actually good.
Then Didn’t work
We were a talent agency
When we ran as a talent agency, we managed our own roster, but every time a client handed us a really niche avatar, we were stuck choosing from the same 50 people.
Now What works
So we built our new method
The foundation of this boils down to building connections at scale with influencers and keeping them, and then scaling them without an operational nightmare.
How we run influencer marketing for fintech
Three steps, and every one of them ends in a number you can count.
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1
Find the creators your customers already trust
Personal finance YouTubers, budgeting and side-hustle creators, and money podcast hosts. We pick them by who watches, not how many follow.
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2
Write every script with finance rules first
Clear disclosures, no promised returns, and wording your legal team can sign off on in one round. Then the creator shows the app in their own words.
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3
Track every account, then book the winners again
Every creator gets their own link, so you see sign-ups and funded accounts by name. The creators who bring customers get booked again.
Examples
A money app and a neobank we took apart from our data, and a crypto wallet campaign we ran.
Is this you?
Who it’s not for
Who it’s for
Product
Not a finance product
A money app, card, account or finance tool people sign up for
Size
Under $10M a year
Doing $10M+ a year
Creators
Never sponsored a creator and no plans to
Already sponsor creators or podcasts, or ready to
What you count
Views and reach
Sign-ups and funded accounts you can count
If that isn’t you yet and you still like where this is going, message us and we’ll refer you to another agency or tool.
Who we are

We originally started in the media space helping YouTubers improve their content. We know firsthand exactly what it takes to make good content.
YouTubers we helped include Football Fundamental, Ground Glory and Kevin Aquatics, and we helped them implement systems that allow them to earn more.

We started Influencer Advisory around a pretty simple observation that influencer marketing is a fragmented industry.

After being in the influencer agency space, we noticed that it’s fragmented, unreliable and inconsistent, which is why it doesn’t actually become a staple marketing channel for most brands.

That’s what led us down the rabbit hole of looking through 6,200 plus interviews with CMOs, running campaigns for 55 plus brands, and learning what actually works in the influencer space.
Get a free audit of your creator program
See which creators your customers already trust, and what they would bring in.