Marketing Automation for Small Financial & Fintech Firms
You run a financial services or fintech firm. Your marketing technology should do more than sit half finished. This is how to fix that.
You're a small financial services or fintech company. Leads come in from your website, a referral, or a LinkedIn post. But follow-up is manual. Emails go cold. The automation tools you bought are half set up because no one had time to finish them. Meanwhile, your buyers are researching you right now, and silence can cost you their trust.
In financial services, your buyers don't call on a whim. They read your website, check your LinkedIn, maybe ask an AI assistant. If your follow-up is manual, you're leaving those quiet researchers behind. The automation tools you bought promised to fix that. But they're sitting there, half configured, because your team is small and the setup didn't match how you actually work.
What does it take to fix this? Less than you think. If you already have a CRM and a few email sequences, the heavy lifting is in the setup, not the software. The scope depends on how many follow-up paths you need and how strict your compliance review has to be. For a small firm, it's usually weeks, not months. The main cost is clearing the time to get it right.
This week, pick one follow-up sequence you do by hand. Write down the steps. That's your blueprint. Don't buy another tool. Don't rebuild your website. Just map what you already do. If you want someone to set it up so leadership can see what's working, call me. I'm Catherine, and through SliiceXR I help financial services and fintech firms turn their marketing technology from a half-finished project into a system that actually runs.
Once it's done, leads stop falling through cracks. Your team isn't chasing emails. You log in, see the numbers, and know what's working. Your buyers get the follow-up they expect from a financial firm they can trust. And you get back to running the business.
What our customers say
"Catherine was instrumental in establishing our website. Of greater import, she greatly aided us in gaining market awareness and capitalizing on the market recognition we already had. Besides the website, Catherine hosted a weekly podcast wherein we shared our views and insights regarding significant developments in our industry and their short- and long-term implications for our business and our clients."
"Catherine has been a core part of LifeActive Bio for the past five years. From the beginning, I was impressed by her trustworthiness, creativity, discipline, and exceptional marketing expertise. She has brought strategic thinking and original ideas to our PR, marketing, campaign strategy, channel development, and client initiatives, with a unique ability to see challenges from multiple dimensions. Catherine is one of the most professional marketing visionaries I’ve encountered, and her creativity is beyond compare. Her passion for art is reflected in the originality she brings to everything she does. Catherine is an incredibly valued member of our team."
"Catherine built my website, then rebuilt it as my consulting thesis sharpened. Each time, she turned a moving target into a brand that showcases my work. She has a gift for taking an idea I only half articulate and giving it a clear, modern, confident form. What I did not expect was how much I would enjoy the process: she is generous with her talent, quick to champion my success as if it were her own, and somewhere along the way she went from collaborator to friend. Working with Catherine is one of the easiest and happiest yeses in my business."
"Catherine and the Team at SliiceXR are excellent to work with. They took the time to understand our needs, and execute our vision. Their constant support and patience in designing and adjusting a website that works for both our customers and employees has helped transform our business."
"I consider myself very fortunate to work with Catherine Oaks over the past few months. Catherine is unique in her ability to develop effective marketing strategies and a roadmap to get you there. Catherine is extremely professional and yet very personable and easy to work with. She personally goes the extra mile to work through issues that may crop up and she does not quit until a solution is found and implemented."
"I needed a website that captured me: a wicked combination of high energy, fun, and function. Catherine nailed it! LizGoodgold.com is crystal clear in its messaging and target thanks to Sliice Marketing; she bit into this project whole-heartedly and delivered. When you're ready for your website makeover, call Catherine!"
Other questions about marketing technology for Financial Services and Fintech
do we need a crm for our business
You need a CRM when leadership cannot see the pipeline without asking. Pick one the team will actually use, set it up around your sales process, and keep it simple.
marketing attribution b2b
B2B attribution is never perfect and does not need to be. Track the source of every opportunity, ask every new client how they found you, and fund what shows up in both.
Ready to talk?
SliiceXR handles marketing technology for Financial Services and Fintech.