Financial Services

We help financial services firms shift from reactive marketing to strategic, compliant, and trust-building growth systems.

Using our Authentic Growth® Marketing Operating System, we assess and strengthen your:

• Brand message and differentiation in a sea of sameness
• Marketing alignment with compliance and regulatory standards
• Digital footprint and lead nurturing in a trust-driven environment
• Cross-functional support for sales, advisors, branches, or partners
• Visibility into what’s working through custom dashboards and diagnostics

Our goal is to turn scattered marketing efforts into a disciplined, measurable engine—built on credibility, aligned with your business strategy, and designed to scale.

Most agencies are built to execute campaigns, not lead strategy. Consultants can advise, but rarely embed and build.

Authentic provides an experienced marketing executive—an Authentic marketing leader—who becomes a part of your leadership team to:

• Design a compliant, trust-first growth strategy
• Integrate marketing with sales, service, and customer success
• Optimize spend and performance with data, not guesses
• Coordinate internal teams and agency partners under one unified plan

We bring leadership, structure, and visibility, so your team knows what you’re doing, why, and how it supports business objectives. And we stay in the seat to drive outcomes.

Our first goal is clarity. Within the first 30–45 days, we complete our comprehensive Authentic Growth® Activation Discovery process that includes:

• Stakeholder interviews
• RAMS™ (Random Acts of Marketing Assessment)
• Spend audits
• CRM and digital performance review
• Regulatory and compliance impact assessment

From there, we create a 90-Day Action Plan with priorities tailored to your business stage, marketing gaps, and risk profile. You’ll see improved focus, stronger alignment, and measurable progress—often within the first quarter.

Trust is your brand. And in regulated, service-based environments, how you show up matters just as much as what you offer.

We help you:

• Clarify your value proposition, brand promise, and core differentiators
• Build messaging that’s both authentic and compliant
• Establish a digital presence that educates and builds confidence
• Ensure every advisor, rep, or branch is using consistent messaging and tools
• Leverage AI thoughtfully—with our Authentic Intelligence™ approach—to create scalable, personalized content without compromising quality or compliance

Our marketing systems are built to elevate your reputation, deepen relationships, and drive sustainable growth.

Authentic marketing leaders are experienced in working within regulated environments. We don’t push risky tactics—we build scalable, compliant systems for modern marketing.

Here’s how we ensure alignment:

• Partner closely with your legal and compliance stakeholders during planning and execution
• Document approved messaging and maintain brand voice libraries for consistency
• Create content workflows that incorporate required approvals without slowing everything down
• Use the Authentic Growth® Roadmap to align marketing strategy with governance needs

We believe compliance should be a partner in growth, not a roadblock—and we build processes to reflect that.

We work alongside your existing team and vendors to bring clarity, leadership, and results.

Here’s what we provide:

• Executive marketing leadership to develop and drive strategy
• Role clarity so internal staff and agency partners can work efficiently
• Support in defining and hiring for new roles or expanding the team
• Integration with agencies, freelancers, and internal stakeholders—so every player knows what they’re doing and why

We also bring access to our Ally Network if you need additional vetted talent for specific executional gaps.

This is a core strength of our model. Many financial firms operate in a hub-and-spoke or distributed model, which can create confusion, inconsistency, and missed opportunities.

We help bring alignment by:

• Leading Quarterly Workshops to set clear marketing priorities with business and revenue leaders
• Creating toolkits and playbooks for advisors or branches, with compliant messaging and resources
• Running a Weekly Marketing Cadence™ meeting to keep teams connected and accountable
• Building dashboards to track what’s working, what’s not, and where support is needed

Whether you have 10 producers or 1,000 reps, we help your team move together as one, with shared language and measurable outcomes.

We hear this often—especially from financial firms trying to modernize or unify marketing across service lines, branches, or partners.

Let’s be clear: We value agencies and strategic vendors. Many bring deep expertise in brand, digital, or content. But most are focused on execution—not orchestration.

Here’s where Authentic is different:

• We embed an Authentic marketing leader on your team—focused solely on your business strategy, goals, and regulatory environment
• We lead your holistic marketing plan, ensuring every contributor—internal or external—is aligned and accountable
• We don’t sell services, so there’s no incentive to push a particular solution. We connect you with the right talent, at the right time, for the right reasons through our Ally Network
• We provide structure through the Authentic Growth® Roadmap, Quarterly Action Plans, and ongoing cadence meetings to keep everyone moving in sync

In short: We don’t replace your agency—we give them a strategy, a leader, and a system to succeed within. That’s how you get marketing that’s compliant, consistent, and revenue-aligned.