Negative results cleared from page one of Google in every market.
Local models for teams that cannot send deal flow to a public one.
Audiences from 287 providers and platforms, free to search. More than 81,000 are tagged Finance & Insurance.
- Blackstone
- JPMorgan Chase
- Nasdaq
- PayPal
- Visa
A bank, a payments company, or an asset manager usually runs two kinds of marketing at once. The consumer side buys funded accounts and card applications at a cost the compliance team can sign off on. The institutional side is a trust operation, where the media plan exists to make ten thousand very specific people slightly more confident before a meeting, and treasurers do not fill out forms. I have bought media for Visa, PayPal, Nasdaq, JPMorgan Chase, and Blackstone across two decades, and the programs that worked kept the two sides on separate plans with separate scoreboards.
Compliance shapes the plan from the first brief. Credit products run in the platforms' special ad categories, which remove targeting by age, gender, and ZIP code, and investment advertising carries SEC and FINRA rules. Copy clears legal review before it reaches a platform, and the targeting is built from what each category allows.
On the institutional side, search reputation matters more than reach. For Nasdaq, the job was clearing negative results from page one for Directors Desk in nine countries, in the local language of each results page. The same discipline now covers AI answers, which an analyst may read before opening a single search result, and that work runs through the SEO + GEO practice.
For teams that cannot put deal flow or client positions into a public model, the AI tools I build run as private or local models on your own infrastructure. Crypto and digital asset advertising carries its own rules in every country, tracked at CryptoRegulations.net.
An engagement usually begins by splitting the plan in two: what the consumer side pays for a funded account, and who the institutional side reaches before a meeting.
Plan acquisition and trust as two jobs
A review of the current spend shows what each side pays and who it actually reaches.
Start the conversationServices for financial brands
All eight servicesTargeted Digital Advertising
Consumer acquisition built inside the special ad category rules for credit and banking.
Service 02SEO + GEO
Search and AI-answer reputation for firms whose first impression happens before the meeting.
Service 04Digital Copywriting + Content Creation
Content written for the analyst who forwards it to the decision maker.
Service 05Lead Generation
Funded accounts and qualified applications, measured past the form.
Service 06Data Analytics + Insights
Measurement that separates the cost of an acquisition from the value of a customer.
Service 08AI Tools + Automation
Private and local models for teams that cannot send deal flow to a public one.
From The Signal
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Forty-five jurisdictions, 104 statutes, every status cited to primary sources. Why we built a marked-to-market register of global crypto law, and how to read it.
August 3, 2026Your Brand Has an AI Reputation. Nobody Owns It.
Ask ChatGPT about your company and read what comes back. That answer shapes buying decisions today, and in most organizations nobody is responsible for it.
June 26, 2026CAC Is Not CPA, and Confusing Them Costs Real Money
Two acronyms get used interchangeably in board decks and mean different things. How to calculate CAC honestly, what to include, and the ratio that tells you whether yours is any good.
June 8, 2026First-Party Data Is a Verb
Every deck says first-party data is the new oil. Most companies treat it as a noun they already own rather than a practice they have to run. The collection, consent, and activation loop that actually works.
April 2, 2026The Same Bank Needs Two Different Media Plans
Financial services marketing is two disciplines wearing one logo. How B2C acquisition and B2B trust-building diverge, from work with Visa, PayPal, Nasdaq, and JPMorgan Chase.
February 2, 2026Case Study: Nasdaq and Nine Countries of Page One
Nasdaq needed negative results off page one for Directors Desk in nine countries. How the engagement worked, and what search reputation management looks like done cleanly.
Resources
All resourcesAudience Finder, set to Finance & Insurance
The full catalog of more than 950,000 audiences, opened on the 81,000+ tagged Finance & Insurance.
RegisterCrypto Regulations Register
Crypto and digital asset rules by country, in one register.
ReferenceFinancial advertising rules
FTC and CFPB oversight, SEC and FINRA rules for investment ads, and fair lending limits on credit targeting.
ReferenceHousing, employment and credit ads
The categories where targeting by age, gender, ZIP code, and correlated interests is prohibited.
CalculatorCAC to LTV
Customer acquisition cost, lifetime value, the ratio between them, and payback.
CompareCPA vs CAC
Media cost per conversion against the full cost of a new customer.
Quick answers
How do the special ad category rules affect financial advertising?
In the US, ads for credit products on Meta and Google run in categories that remove targeting by age, gender, and ZIP code, along with interests that stand in for them. Plans for cards, loans, and lines of credit are built from the targeting those categories allow, and the creative carries the disclosures each product requires.
Can you remove negative search results about a financial firm?
Search engines rarely remove a result on request, so the work pushes negative results off page one with stronger ones: owned pages, profiles, coverage, and content that answer the same searches better. For Nasdaq, that cleared page one for Directors Desk in nine countries.
Can financial teams use AI tools without exposing client data?
Yes. The tools I build for financial teams run as private or local models on your infrastructure or on a dedicated instance, so deal flow and client positions never reach a public model.