Customer Value Proposition
for Bank & Fintech B2B Marketing

Drive growth with a differentiating value proposition, product positioning
and messaging that resonates with your B2B audiences.

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20+ YEARS EXPERIENCE IN FINANCIAL SERVICES, FINTECH & PAYMENTS
PayNearMe
SVB
Wells Fargo
First Republic
Citi
Bankjoy
Fremont Bank
Bankpoint
Zeta
eGain
GDS Link

Boost engagement with a compelling
customer value proposition and content

We help you stand out with strategic positioning
tailored for your key audiences and verticals.

Gain data-driven insights to help differentiate

Fuel a powerful value proposition with deeper understanding about clients and the market with our help for client research, industry trends, competitor analysis, and buyer personas.

Stand out in a crowd with unique positioning

We help you define a differentiating customer value proposition including strategic positioning pillars and key messages that resonate with your target clients.

Deliver consistent messaging across channels

Promote new positioning with our content creation that infuses key messages into web copy, collateral and sales decks, email campaigns, social, and thought leadership.

PAYMENTS MARKETING

Differentiate your commercial payment solutions

When many banks and fintechs have the same products, how can you stand out? We combine our industry expertise, deep research, and creative thinking to craft a value proposition and messaging aligned with what your buyers need most.

Corporate cards, embedded payments, instant payments, merchant services

MINI CASE STUDY

Revitalizing a bank’s corporate card business

With fintechs gaining market share in the space, we helped a bank reinvent their card marketing using research to uncover unmet needs and primary buying factors, then developed positioning as a foundation for integrated marketing.

Impact: 20% increase in web engagement and clicks to lead forms.

READ THE STORY >

Person entering card info into a computer
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Why are we the right marketing partner?

We help you increase sales engagement
because we really understand your industry and audiences.

B2B marketing expertise

20+ years providing strategy consulting and creative services for B2B marketing. We understand your target buyers and how to engage them through the sales funnel.

Industry vertical expertise

For decades, we’re worked with clients in financial services and fintech. We know the domains, customer needs, and compliance issues that can influence marketing.

AI & GenAI expertise

We’re subject matter experts on AI, from helping clients market solutions, to advanced prompt engineering for automation, targeting and more, while ensuring compliant usage.

Frequently asked questions

To help your company consistently communicate your customer value proposition across integrated marketing efforts, you’ll want a systematic messaging framework. Create a structure that outlines the core themes and define key messages as proof points for each theme. This framework serves as a foundation for content across all touch points, from digital marketing channels and thought leadership, to sales presentations, talking points and more.

Your banking or fintech solution will likely have a core customer value proposition where the same key themes (or pillars) will be relevant to all client audiences. Then for each vertical, segment, or niche audience, you should tailor the messaging with relevant nuances and use cases. For B2B audiences, we’ve found it’s critical to take a nuanced approach to better resonate with different decision-makers.

A customer value proposition clarifies key benefits of your solution. Product positioning establishes your unique place in the market. Collaborating with a marketing partner that really understands your business can make it easier to articulate both in differentiating ways to gain market advantage.

To inform your efforts, it’s important to establish a foundation of data-driven insights by compiling market research, competitive analysis, and customer input. Those insights can help you develop product positioning and messaging that stands out from your competitors. A strong value proposition should translate features into compelling benefits that matter most to your various audiences and help you win business.

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