iExcel partners with fintech and financial services companies to build demand gen systems that drive customer signups, deposit growth, and trust at scale.
We understand financial services compliance, trust-building strategies, and customer acquisition tactics that drive deposit growth and AUM expansion. Compliance, creative, and conversion run as one connected workflow — not three handoff queues.
We start with customer journey audits and compliance reviews, then run experiments across paid acquisition, content, and email to improve signup rates, deposit growth, and customer LTV.
Fintech growth strategy + execution — senior experts with compliance fluency; no junior delegation, no agency-template playbooks built for unregulated SaaS.
Consumer + business targeting — segmented campaigns by income, life stage, and business size; trust signals tuned to the audience.
Measurable signups + deposit growth — dashboards stitching spend to funded-account LTV, not vanity signups.
We run the full stack, but we don't apply it uniformly. For Fintech, these are the disciplines that compound fastest — ordered by impact.
Schema for products, rates, calculators, disclosures. Foundation for high-intent finance queries that survive YMYL scrutiny.
Topic clusters built for buyer research and answer-engine citation; compliance-reviewed analysis content that ranks and converts.
Google, Meta, LinkedIn — finance-policy-compliant creative cycled weekly; bid against funded-account quality, not raw signups.
Account opening, deposit, and quote flows; trust signals, disclosures, and progress patterns experimented with on every step.
Triggered nurture for prospects, applicants, and funded accounts; compliance-aware copy that holds up to legal review.
Server-side events, CRM stitch, multi-touch attribution; reporting that connects spend to deposit value, not signups.
A consumer fintech app helping people reduce credit card debt. How iExcel built the mobile growth infrastructure — ASO, keywords, paid, creative, attribution — for a scaled launch.
A trade association sitting on years of transportation-industry webinars and podcasts — unindexed, uncategorized, invisible. iExcel put the library to work and launched a paid-search engine on top.
Trust & Will is the category-leading B2C estate-planning platform. iExcel is the active partner running the Iterable email program, the analytics cleanup, and the partner-level testing discipline that lets the team optimize against revenue truth, not platform noise.
“Amazing to work with, an ingrained portion of our day to day business he's truly one of the partners that understands the idea of sharing in the success. Extremely knowledgable, an expert in his field.”
“A wealth of knowledge and has an excellent methodology and discipline for customer development and acquisition. On top of industry technology and trends and can deliver on tight budgets.”
“He always helped me and our other teammates with a smile, and still managed to complete (and crush) his own responsibilities.”
15 minutes with someone senior who has shipped growth for Fintech brands like yours. We'll pressure-test your funnel and tell you — candidly — where the fastest compounding lives.
