“We get thousands of leads, and the credit team rejects most.”
Define a good customer with your credit team. Our lead generation then adds eligibility checks.
This is mineHome / Industries / BFSI
Industries · BFSI · Banks, NBFCs, insurance, fintech
Advertising for banksand BFSI brands
Nobody hands over savings to a brand they don't trust. Marketing has to earn that trust, inside the rules.
/ 01 BFSI marketing agency
People take their timeover money decisions.
Customers do not hand over money to a financial brand until it earns their trust, and every ad has to stay inside the rules while it does that. PromotEdge plans advertising for banks, and helps other BFSI (banking and financial services, plus insurance) brands win more funded accounts and issued policies: lenders, insurers and fintechs.
Our plans pair mass media with digital and on-ground work. They stay inside RBI (Reserve Bank of India) rules for loans, SEBI (the market regulator) rules for investments and IRDAI (the insurance regulator) rules for insurance. We judge the result on accounts and policies, not on cheap leads.
We work with banks, NBFCs (non-bank lenders) and housing finance companies. We also work with insurers, insurance brokers, AMCs (the companies that run mutual funds), wealth firms, stockbrokers and fintech platforms. For fintechs we work as a fintech marketing agency. The same RBI, SEBI and IRDAI limits apply to every ad.
Before they hand over money, customers want three answers. Can I trust you? Is this right for me? How easy is it to start?
Mainline media and PR (public relations, meaning news coverage) make the name feel solid. Digital content answers money questions as people search. On-ground camps put a face to the brand.
/ 02 What usually gets in the way
What gets in the wayand the way through.
“People start the application and never finish it.”
Fix the biggest leak first. Our conversion rate optimisation work checks each step up to video KYC (the online identity check). A WhatsApp nudge brings people back.
This is mine“Every ad takes three weeks to clear compliance.”
Build the review into the calendar. Our content work checks each claim, rate and disclaimer at the script stage, so sign-off is quick and launch dates hold.
This is mine“Nobody outside the big cities knows our name.”
Use regional-language radio and newspapers, then run rural and small-town camps with your field staff. Each branch also gets its own Google Maps listing.
This is mine/ 03 Proof
Who we haveworked with.
We haven't worked for a bank, an insurer or an NBFC yet. The nearest work is for professional firms whose advertising is also tightly ruled: Fox & Mandal, a law firm, and Affluence Advisory. A bank brief here would start from the RBI, IRDAI or SEBI rule that applies, and then the plan.
Brands we have worked with
“An aligned partner is always a welcoming step. Someone who can think deep through lines, understand the matrix of product management. Fortunate enough, PromotEdge has been a partner in progress for me. …”
Bobby SrinivasChief Manager Marketing & Brand Marketing at Utkarsh India“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them. …”
Anish Basu MallikMarketing Executive at Unimark Group“PRAN & PromotEdge have been working together for last 1.5 years. Throughout, the work experience is good and satisfactory. As a client, we found PromotEdge very professional and dedicated towards any project assigned to them. …”
Sharif Rezwan KabirBrand Manager at PRAN RFL Group/ 04 Order to start
Start here,in this order.
| Step | What we do | Why |
|---|---|---|
| Strategy | Pick products and regions to push. Write a provable reason to choose you. Tie the budget to funded accounts. | Vague positioning leaks money into leads that never qualify. |
| Advertising (mainline) | TV and regional newspapers build trust. Radio and outdoor cover branch towns. PR gets leadership views into the news. | People handing over savings want a brand that feels stable. |
| Digital | Search and Meta ads with compliant copy. Calculators and explainers for SEO (search engine optimisation) and AI search. Application fixes and WhatsApp follow-up. | Most customers research online before they apply, even at a branch. |
| BTL (below the line) and activation | Branch launches, financial-literacy camps and sessions in offices and housing societies. Agent and distributor meets come with branded material. | First-time customers and small towns still decide face to face. |
Leads go to your CRM (software that tracks every lead) or loan system. Approved and funded outcomes return to Google Ads and Meta, using only consented data.
/ 05 Cost
What BFSI marketing costs.
We don't publish a price list. A 30-minute strategist call comes first, then a one-page plan. Media is billed at actuals, with every rate shown first.
What affects the cost
- Products, regions and languages the plan covers
- Media mix: TV and print cost far more than search and social
- Content and creative each month, with compliance review time
- CRM and funnel tracking, and branch camps or agent meets
How we quote
- We learn your products, regions and the numbers you are aiming for
- We review your campaigns, application process and CRM tracking, then write a scope
- A written quote follows within 2 working days, each cost on its own line
What you get in the quote
- Products, regions and languages covered
- Monthly content and compliance review time
- Media plan, with rates at actuals
- CRM and funnel tracking, with funded-outcome reports
How it is billed
| Way of working | When it fits |
|---|---|
| Monthly retainer | Always-on digital, content, review and funnel reporting; minimum 3 months, 30 days' notice to stop |
| Campaign fee | A product launch, a new region or a festive burst; timeline confirmed in the quote |
| Media at actuals | TV, newspaper, radio, outdoor and digital ad spend, billed as quoted |
To compare quotes fairly, check that media, content and compliance review each get a line of their own.
Every client and project is different. The cost depends on the effort it takes, so we price after the first call.
/ 06 Services
Services forfinancial brands.
Built around the rules, the branch map and the road from lead to funded account.
AI for banks and insurers
AI sorts routine queries and drafts replies, while a person in the compliance team approves what customers see.
SEO and AI search
Calculators and explainers that rank on Google and get quoted in AI answers.
GoogleDigital marketing for fintech
One plan across search, ads, social and WhatsApp for fintech users, read on accounts opened, inside RBI rules.
Lead generation for BFSI
Steady enquiries from the right people for loans, cards or policies, passed to your team with consent recorded.
Growth plan
A plan that sets funded accounts as the target, by product and region.
Brand and identity
A name and look people trust, kept the same across branches and the app.
All services for BFSI (9)
Mass media advertising
Branch-town media, with each claim and disclaimer checked before it runs.
Explainer films
Short films that explain one product plainly, made for YouTube and phone screens.
YouTubeGoogle and Meta ads
Google search ads for loan and policy buyers, Meta for reach, judged on approvals.
Google AdsMetaCreators, checked first
Creators who hold the right registration, vetted against SEBI and ASCI rules.
YouTubeInstagramWebsite and application
A fast phone site with calculators, and a short application with fewer drop-offs.
WhatsApp, SMS and email
Renewal and application nudges, sent only to people who agreed.
WhatsAppBranch camps and agent meets
Branch launches and financial-literacy camps, plus meets that keep agents selling.
CRM and funnel tracking
One funnel from lead to funded account, with reports that send themselves.
Financial PR and reviews
News coverage for results and leaders, plus fast replies to app and Google reviews.
Google Business ProfileAppleAndroidUnsure whether branch-town media or the app journey needs fixing first? Let's sort the order together. Sort the order
/ 07 AI and automation
AI for banking:where it helps today.
Real business problems, from sales to back office, each with a plain AI fix. A person stays in charge of every step.
Some customers take complaints straight to the RBI Ombudsman before telling the bank or NBFC, so the lender loses the first chance to fix them.
The AI fix A WhatsApp or app assistant collects full complaint details, sorts them by type and tracks the due date. The grievance officer reviews, decides and signs every reply.
Source: Reserve Bank of India, Annual Report of the Ombudsman Scheme 2024-25 (published 1 December 2025)
Claims make up a large part of the insurance grievances policyholders register, so clear answers on papers needed and claim status matter.
The AI fix A claim assistant lists the papers needed, checks uploads for missing pages and answers status questions. Claims officers decide every claim; the tool never advises on cover.
Source: Outlook Money reporting the IRDAI Annual Report 2024-25 (updated 2 January 2026)
More than half of life insurers' premium comes from renewals, so a missed renewal matters and every policyholder needs a timely reminder.
The AI fix WhatsApp renewal reminders with a payment link. Customers who do not reply go to the adviser's call list. The adviser gives all advice; the tool gives none.
AI and automation systems WhatsApp automation Chatbots
These show what such tools do. Each card links its source. We do not claim a past project here.
/ 08 What's included
BFSI,segment by segment.
01
SEO
SEO for financial services: product pages and calculators that rank on Google, and explainers that get cited in AI answers.
02Advertising
TV, print, radio and outdoor for financial brands, with every claim and disclaimer checked before it runs.
03Banks
Local marketing branch by branch for deposits and loans, plus digital account opening and cross-sell to existing customers.
04Insurance
Life, health and general insurers and brokers: need-based education and premium calculators, with agent support and renewals.
05Fintech
Payments, lending and wealth apps: building trust for a young brand and turning installs into active users, with partner disclosure kept clear.
Go deeperMore on this
The BFSI market in depth
Market size and trend
India's mutual funds managed ₹87.08 lakh crore at the end of August 2026. Insurance premiums were 3.7% of GDP in 2024-25, with life at 2.7% and non-life at 1%. Insurers managed ₹74.44 lakh crore of assets on 31 March 2025.
Source: AMFI, industry note for August 2026. PIB, Insurance for All backgrounder, 23 April 2026
How buyers decide
Our view: a buyer asks family or a trusted agent, and searches Google and YouTube. Then they compare charges and start online or at a branch. SEBI's 2025 survey found 63% of households know a market product, but only 9.5% invest. Non-investors cite complexity (74%), fear of loss (73%) and trust (51%).
Source: SEBI, Investor Survey 2025, main report, January 2026
What buyers expect
In their words: "Is my money safe? Is this right for me? Can I start small?" SEBI's survey says non-investors are most moved by easy processes (73%) and education (62%). Few say it aloud, but they expect to see the charges before they sign. They also expect a real person when something goes wrong.
Source: SEBI, Investor Survey 2025, January 2026, for the two percentages
How brands here sell
Banks and NBFCs (non-bank lenders) sell through branches, field agents and apps. Insurers sell through agents, brokers, banks and their own sites. Fund houses sell through distributors. Agents and distributors work like dealers, so the dealer problem of building materials applies. A fintech app sits on a regulated partner. More in our business models guide.
Where it is heading, and AI today and next
IRDAI's stated vision is "Insurance for All by 2047". AI today: answer product questions and send due-date reminders on WhatsApp, and check eligibility before a form. AI next: buyers may ask an assistant which plan to pick, so publish plain, approved facts. AI cannot approve a claim or give regulated advice. See AI automation systems.
Source: PIB, Insurance for All backgrounder, 23 April 2026
People, bodies and stories
Associations and bodies
RBI, the Reserve Bank of India: supervises banks and non-bank lenders.
SEBI: protects investors and regulates the securities market.
IRDAI: the insurance regulator.
AMFI, the Association of Mutual Funds in India: runs the Mutual Funds Sahi Hai campaign.
IBA, the Indian Banks' Association: formed in 1946 to serve banks.
Source: Each body's own website, read 10 October 2026
People who scaled the category
Rajeev Jain joined the Bajaj Group in 2007 as chief executive officer. He has led Bajaj Finance as Managing Director since 2015. Since July 2025 he is Executive Vice-Chairman and Managing Director.
Nithin Kamath founded Zerodha in 2010 and is its Founder and CEO. Zerodha says it has over 1.8 crore clients, and it runs Varsity, an open online learning programme.
Source: Storyboard18, Bajaj Finance's MD Anup Saha resigns; Rajeev Jain succeeds, 22 July 2025. Bajaj Group, Top-level rejig in Bajaj Finance, 1 April 2025. Zerodha, About, read 10 October 2026
A brand journey worth knowing: Kotak Mahindra Bank
Uday Kotak started in 1985 with ₹30 lakh, discounting bills for companies. In 1986 Anand Mahindra became an early investor. Kotak urged him to put his family name on the firm. Outlook Business said this gave it more credibility with clients and investors.
In 2003 it became the first non-bank lender to convert into a commercial bank, the bank says. In 2017 it launched 811, a digital account opened by video KYC (an online identity check).
Source: Kotak Mahindra Bank, About us, read 10 October 2026. Business Today, Kotak was a start-up in 1985: Uday Kotak revisits bank's middle-class origins, 22 March 2024. Outlook Business, The man who saw tomorrow, 6 July 2013
What you can do, and how we would deliver
What you can do, and what is not ours
You can do much yourself. Keep one list of approved claims and disclaimers. Answer complaints fast in your own channel. Follow every lead to a funded account. Credit rules, legal papers and compliance sign-off are not ours. We take the content, ads, tracking and camps, or review your funnel in a marketing audit.
How we would deliver, and why each step
First, pick products and regions and tie the budget to funded accounts. Vague positioning leaks money into leads that never qualify. Second, TV and regional press for trust. Third, compliant search and Meta ads and calculators, because most buyers research online first. Fourth, branch camps and agent meets, because first-time customers still decide face to face. Saurav Agarwal, our Founder and CEO, takes the strategy call, the business review and the budget logic.
NBFCs
Our view: a borrower hears about a loan from a branch, a local agent or a dealer. Trust and speed decide. Campaigns work well around each branch's catchment. One rule: from 1 January 2027, an NBFC ad must be clear and factual. This is in the Reserve Bank of India's directions of 15 June 2026. The ad must show the interest rate and other charges. Promotional messages go only to customers who gave explicit consent. WhatsApp follow-up within that consent works well. Credit decisions and collections are not ours.
Source: RBI directions on NBFC business conduct, 2026 (RBI/2026-27/123), 15 June 2026, paragraphs 101K and 101L
Wealth and AMCs
Our view: investors reach mutual funds through distributors or apps, and most begin with a small monthly plan. SEBI's 2025 investor survey says 9.5% of households have invested. Of those who have not, 74% cite complexity or missing information. One rule is in the SEBI Mutual Funds Regulations, 2026. Every fund ad needs the standard warning, word for word, and testimonials and rankings are barred. Plain investor education and distributor meets work well. Fund choice and advice are not ours.
Source: SEBI (Mutual Funds) Regulations, 2026, Fifth Schedule, amended to 7 July 2026. SEBI, Investor Survey 2025, main report, January 2026
Compliant content for BFSI
First step: we would build one approved-claims library with your compliance team. It holds rates, charges, risk lines and words never to use. We would measure how many posts clear on the first review and how many days a post takes to be approved. One rule comes from a SEBI circular of 22 October 2024. It bars regulated firms and their agents from working with anyone who gives investment advice without SEBI permission. The same bar covers anyone who claims returns. Investor education is allowed if it stays clear of both. Compliance sign-off and legal advice are not ours.
Source: SEBI, circular SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2024/143, 22 October 2024
Lead generation for BFSI
First step: we would agree with your sales head what a good lead is. It is a person who agreed to be contacted, lives where you sell and wants a product you offer. We would measure cost for each funded account or issued policy, not each form. One rule: the Digital Personal Data Protection (DPDP) Rules, 2025 need a separate consent notice. It must be clear and state the exact purpose. People can withdraw consent at any time. The Rules phase in over 18 months from November 2025. Credit checks and compliance sign-off are not ours.
Source: Press Information Bureau, backgrounder on the DPDP Rules, 2025, 17 November 2025
/ 09 Worth knowing
Worthknowing.
Useful before you start. Open it when you need it.
Checklist, rules, AI for operations, global events (4)
Brand basics checklist
The basics
- Logo and brand guidelinesOne set of logo files and a one-page guide to colours and fonts.
- Domain and business emailyourname.com and name@yourname.com, not a free mail address.
- A website that works on phonesFast, secure, with Call and WhatsApp buttons.
- Google Business ProfileCorrect name, hours, photos and category.
- WhatsApp BusinessCatalogue, quick replies and an away message.
- Social media handlesThe same name on each platform you use.
- Business cardsName, role, phone, email and website.
- Letterhead and invoiceYour legal name, address and tax details, with your logo.
- Company profile or brochureOne document you can send on WhatsApp.
- SignageMatches your logo and your Google listing.
- Photos and short videosReal work, real people, real premises.
For banks, lenders, insurers and fintechs
- Regulator name and registration number in the footerGood practice: visitors can check who you are. Each regulator sets its own ad rules.
- Key Fact Statement for every digital loanRBI Digital Lending Directions, 2025: shows the yearly cost (APR). Source: rbi.org.in.
- Grievance officer on the website and appRBI Digital Lending Directions, 2025, para 11: officer details shown prominently.
- Risk disclaimer and SEBI registration number, for funds and advisersSEBI codes need a risk disclaimer. Registration number proposed, June 2026. Source: sebi.gov.in.
- Insurer's registered name in every adIRDAI policyholder regulations, 2024, reg. 27 and 28. Source: irdai.gov.in.
- KYC steps and consent formsConsent: DPDP Rules, 2025 ask for a clear, separate notice (PIB, 17 Nov 2025).
- Rates, charges and risks on one pageLock-ins, fees and what can go wrong, in short plain sentences.
- Approved-claims library, with sourcesEvery rate, claim and disclaimer your compliance team approved, with source and date.
The rules behind financial ads
Each regulator has its own rules. Your compliance team joins us at the first brief.
Lenders (RBI). RBI's Digital Lending Directions, 2025, replaced the 2022 guidelines. Every digital loan needs a Key Fact Statement showing the annual percentage rate (APR), the full yearly cost.
Investments (SEBI). Mutual funds, brokers and advisers follow SEBI's ad codes: risk disclaimers, no assured returns. Its 2024 rules also bar tie-ups with unregistered people who give advice or claim returns.
Insurance (IRDAI). IRDAI's 2024 policyholder-protection regulations set advertising rules. Ads must be fair, hide no exclusions and show the insurer's registered name. A broker's ad needs the insurer's written approval.
Every brand (ASCI and CCPA). ASCI, the advertising watchdog, wants proven claims and labelled paid content. The consumer protection authority (CCPA) issued rules against misleading ads in 2022.
Data and outreach. The Digital Personal Data Protection Act, 2023 needs clear consent before marketing use. Calls and SMS use registered headers and templates under rules from TRAI, the telecom regulator.
Your compliance team signs off every piece. General guidance, not legal advice.
One number. AMFI, the mutual fund industry body, counts 28.35 crore folios (accounts with one fund house). It also counts 10.02 crore active SIP accounts (monthly investment plans). Source: AMFI Monthly Note, August 2026.
AI for the back office
Collections teams must chase overdue EMIs without harassment. RBI has penalised a lender for failing to stop its recovery agents from harassing or intimidating customers.
The AI fix SMS and WhatsApp reminders in the customer's language, with a payment link. Staff handle calls, hardship and disputes, following RBI's Fair Practices Code. The tool never sends threats.
Source: Reserve Bank of India, press release dated 5 January 2021
Lenders must send several advance reminders, one by letter, before a customer's KYC update is due, and chasing a large customer base is heavy work.
The AI fix WhatsApp and SMS reminders with an upload link, and document AI that flags blurry images or mismatched names. Staff verify every update; compliance owns risk ratings and exceptions.
Source: Reserve Bank of India, KYC (Amendment) Directions, 12 June 2025
Hundreds of loan requests reach a large NBFC daily, and staff check papers by hand, so only a limited number are processed each day.
The AI fix Document AI reads forms and ID papers into fields, and a checker marks each file complete or incomplete against the lender's checklist. A credit officer decides every loan.
Source: Datamatics (vendor case study of an unnamed Indian NBFC), undated
Global events worth a trip
Money20/20 USA
Las Vegas, USAUsually October. Next: 18 to 21 October 2026.
Book 1:1 meetings through the event's meeting tool before you travel, and use agenda sessions on fraud and payments to find partners.
Money20/20 Europe
Amsterdam, NetherlandsUsually June. Next: 8 to 10 June 2027.
Match your plans to the five content pillars, from payments to trust, and fix partner meetings across the three days.
Money20/20 Asia
Bangkok, ThailandUsually April. Next: 27 to 29 April 2027.
Attend the regulatory summit if rules shape your products, and see the programme where traditional finance meets digital assets.
Singapore FinTech Festival
SingaporeUsually November. Next: 18 to 20 November 2026.
Use the festival's tool to book short one-to-one meetings, walk the exhibitor hall, and join Investor Hours if you are raising money.
FinovateFall
New York, USAUsually September. Next: 13 to 15 September 2027.
Watch the short live demos to learn how products are explained in minutes, then book meetings in the networking app.
Do slow compliance clearance or rejected leads sound like your week? Name the one that hurts more, and we'll plan around it. Name your bigger worry
/ 10 Events and exhibitions
Events and exhibitionsworth your time.
Where banks, insurers and fintech teams meet each year. Pick one or two, and plan the stall, the meetings and the follow-up before you book.
Global Fintech Fest
MumbaiUsually September.
Build your schedule in the event app first, choose the masterclasses that match your work, and connect with exhibitors early.
India Insurance Summit & Awards
MumbaiUsually March. Next: 5 March 2027.
Send your claims, underwriting or IT heads to the workshops and demos, and enter the technology awards if you have a project.
FIBAC (FICCI-IBA Banking Conference)
MumbaiUsually August.
Listen to the regulator's remarks on policy and rules, and note what they mean for your lending, compliance and product plans.
ETBFSI FinNext Summit
BengaluruUsually June.
Pick the sessions that fit your business, such as lending, payments, insurance or compliance tech, and join a roundtable to meet peers.
India FinTech Forum
MumbaiUsually December.
Bring one clear question on AI, embedded finance or cyber safety, and put it to the speakers and other guests.
Dates change. Check the organiser's site before you plan.
/ 11 Learn from the leaders
What we can learn from the leadersin BFSI.
Well-known Indian brands, each with one plain lesson for an owner in your line of work. Names only, as public examples.
Kotak Mahindra Bank
Start small and build trust with your first customers. Add licences and products only as you grow.
What they did Uday Kotak says Kotak began in 1985 as a bootstrapped start-up, with Rs 30 lakh in capital, and got a banking licence in 2003.
Source: Business Today, 2024
Acko
Pick one simple promise, such as no paperwork, and repeat it everywhere. Add new products one at a time.
What they did Acko's About page says it launched car insurance in 2018, then added corporate health (2020), health and travel (2023) and life (2024). A heading reads 'Zero paperwork'.
Source: Acko, About page, 2026
Zerodha
Teach people for free first. A simple lesson site with no signup can build trust before you ask for any business.
What they did Zerodha runs Varsity, a free learning site on the stock market. The page says it has no signup, no paywall and no ads.
Source: Zerodha Varsity website, undated
Groww
Write your values in plain words. Keep your product and pages simple enough for a first-time customer.
What they did Groww's About page lists 'Simple is Beautiful' and 'Honesty & Integrity' among its values, and its menu links to explainers such as 'What is IPO?'
Source: Groww, About page, 2026
PhonePe
If you serve shoppers, think of the shop too. Offer businesses a simple way to accept what your customers already use.
What they did PhonePe's About page says its app went live in 2016. The page also lists business products, including offline payments, a payment gateway and payment links.
Source: PhonePe, About page, 2026
These brands are not clients of ours and we use no logos. Each card links its source.
Want a second pair of eyes on a draft ad or disclaimer before it reaches your compliance team? Send it over and we'll read it with you. Send on WhatsApp
What can't be measured can't be achieved.
/ 12 What happens next
What happensafter you ask.
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop.
Brands and people are named only as public examples. They are not PromotEdge clients or endorsers unless stated.
Keep exploring
Related pages.
The services that go with this work, the segments we cover and nearby industries.
Services for this industry
Segments we work with
For banks, NBFCs, insurers and fintechs
Tell us where your leads stall.We'll show you where the funded accounts are.
Straight answers.
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It depends on the mix. One digital product costs far less than a national TV and print launch. Media is billed at actuals. We don't publish a price list; a written quote follows within 2 working days of the first call.
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Within each regulator's rules. RBI guides lenders and IRDAI sets insurers' ad rules. SEBI covers funds, brokers and advisers, and ASCI's code applies to all. Claims must be provable and charges clear. No ad may promise guaranteed returns. Your compliance team joins us at the first brief.
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Carefully. SEBI's 2024 rules bar regulated firms and their agents from working with unregistered people. That covers anyone who gives investment advice or claims returns. ASCI also expects advice-giving creators to be registered and say so. Our influencer marketing team vets every creator first.
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Often, yes. People taking a loan or investing savings want a brand that feels solid. Mass media and PR still deliver that. Regional-language radio and newspapers reach branch towns. Digital then turns familiarity into applications. That is how we plan mainline advertising.
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By agreeing what a good customer looks like first: eligibility, ticket size, location and product fit. Then we add qualifying questions before the form. We target only areas your branches serve, and review weekly with your credit team. Approved and funded outcomes then return to Google Ads and Meta, using only consented data.
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Search and social ads for loan, policy and fund buyers. Calculators and explainers that rank on Google and get quoted in AI answers. We fix the application steps through conversion rate optimisation. Then comes WhatsApp follow-up. All of it is judged on funded accounts and issued policies.
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No agency can honestly claim to be the best. Ask each one, us included: has it worked inside RBI, SEBI or IRDAI rules? Can it show approvals, not just leads? Will the seniors you meet do the work? Does its quote show compliance time?
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Yes. Customers must see who the lender or insurer is. The regulated partner stays responsible for what is said about its products. We build that disclosure into every ad and page. We also build trust for a young brand and turn installs into active users. Our fintech page goes deeper.