Enterprise Favorite
Derek Oyelaran
Finance, Legal, and Insurance Creator
Creator-led marketing for financial services
Premium Education for High-Value Clients
Advisors, tax firms, accountants, bookkeepers, and business finance providers grow with authority content.
+49%Consultations
Demo data100%Compliance review
6Segments supported
Specialties
Why financial services works
High lifetime values support premium economics.
High lifetime values support premium economics. We produce authority-building education with SEC, FINRA, and state compliance review.
Campaign objectives we build for
- Generate leadsMeasured in leads
- Educate customersMeasured in watch time
- Build awarenessMeasured in reach
- Promote eventMeasured in registrations
Industry specialists
Creators who specialize in financial services
Every creator below has financial services experience, tracked by campaign. Performance figures are illustrative demo data until live results exist.
3.6x average engagementDemo data
Ethan Moore
Insurance and Financial Education Creator
Collecting data · 9 campaignsDemo data
Top Legal Creator
Amara Okafor
Legal and Professional Services Creator
Collecting data · 8 campaignsDemo data
Content that works here
What we create for financial services brands
A content system, not a one-off post. Each example maps to a pillar in your strategy and a format proven in this category.
EducationExplainer
Planning explainers
Retirement, tax, and estate basics.
EducationList
Tax season content
Deadlines, deductions, and mistakes.
AuthorityEducational
Business owner series
Cash flow, payroll, and growth.
PromotionShort-form ad
Webinar promotion
Fill educational events.
Campaign templates
Start from a campaign that already works
Each template includes the strategy, a sample hook, recommended platforms, and duration. Your strategist adapts it to your offers and locations.
Education 45s
Planning Explainer
Explain a planning topic.
“Roth vs. traditional. The 60-second version.”
Explainer
Education 35s
Tax Tip
Tax tips.
“Three deductions small business owners miss every year.”
List format
Authority 45s
Business Owner Series
Business finance series.
“Why profitable businesses still run out of cash.”
Educational video
Promotion 20s
Event Promotion
Promote a webinar.
“Free retirement workshop, Thursday at 6.”
Short-form ad
Services for financial services
Everything a financial services marketing team would do. In one system.
- Compliance-reviewed authority content
- Advisor personal brand
- Event campaigns
- Lead attribution
Analytics example
Performance intelligence
Financial Services · Last 30 days
Consultations
72+49%
Event registrations
410+130%
Watch time
33K min+104%
Cost per lead
$118-19%
Leads by week
trending upW1W6W12
Top creators
- 13.5x
Sofia Marin
Real Estate and Luxury Creator
- 23.1x
Marcus Hale
Home Services and Trades Creator
- 33.3x
Tessa Lin
Dental and Healthcare Creator
- 43.5x
Derek Oyelaran
Finance, Legal, and Insurance Creator
Insight
Derek outperforms category average by 3.6x
Recommend increasing Derek content share to 60% next month.
Apply to next campaignInsight
Education content drives the lowest cost per leads
Shift two weekly slots from promotion to this pillar.
Apply to next campaignInsight
Localized versions outperform generic by 27%
Every location-specific script beat the national version on calls and saves.
Apply to next campaignCompliance built in
Financial Services is regulated. Our scripts know it.
Financial Services carries high advertising risk. The compliance engine checks every script against the rules below and flags issues before anything reaches your approvers.
high risk category- SEC Marketing Rule and FINRA 2210 review.
- No performance guarantees or cherry-picked results.
- Required disclosures appended per content type.
- Virtual creators are always presented as creators and spokespeople, never as customers, patients, or clinicians.
Questions
Financial Services FAQs
How quickly can we launch a financial services campaign?
Most brands complete onboarding in a day, approve a strategy within 48 hours, and have the first content in review inside a week.
Do we approve everything before it goes live?
Yes. Scripts and videos move through an approval workflow with comments, revisions, and full version history. Nothing publishes without approval.
Can we use our own offers, phone numbers, and locations?
Every campaign is localized by location, so each version carries the right city, offer, phone number, URL, and call to action.
Ready when you are
Ready to grow your financial services business?
Choose a creator, approve a strategy, and have your first content in review within a week.