Compete with big banks
Without the big budget.
NCUA-compliant paid media across Google, Meta, LinkedIn & more.
Senior marketers who understand Credit Union compliance inside and out.
Trusted by Credit Unions and Financial Services Firms Nationwide
Why Credit Unions Choose FinScale
The Unfair Advantage Your Credit Union Needs
"auto loan rates near me"1,900 searches/moChase / BofA bid
$24.80
National targeting, broad match
Your CU bid
$5.40
Local geo, exact match, top 3
Local
Outsmart Big Bank Budgets
Big banks outspend Credit Unions 100-to-1 on paid media, but they're inefficient, and we take advantage. We monitor their spend patterns, find gaps in coverage, and target high-intent local terms they overbid on nationally.
- Competitive intelligence on big bank ad spend patterns
- Geo-targeting that makes $10k compete with $100k in your market
- Member-focused messaging big banks can't authentically replicate
NCUA & Compliance Expertise
Every campaign, ad copy, and landing page is built with NCUA regulations, PII handling, and financial advertising compliance top of mind.
- APR/APY disclosure formatting that passes platform review first time
- PII protocols for lead gen forms, pixels, and CRM integrations
- Ad copy that's compliant and compelling, not just one or the other
📊 Daily Performance Report, Tuesday, March 17
Loan Applications by Type
🔍 Competitor Intel
Chase scaled auto loan budgets by ~$15k/day in your region. CPCs up 8% in [auto loan] terms.
Wells Fargostarted spending on “HELOC” terms without geo-restrictions. Opportunity to capture underpriced clicks in your market.
AI-Powered, Human-First
Senior strategists backed by AI that never sleeps. Our proprietary tools analyze your accounts around the clock so our team can focus on strategy, not spreadsheets.
- 10,000+ data points analyzed daily per account
- Automated Slack alerts and dynamic Looker Studio dashboards
- AI-built targeting lists refreshed weekly
- Constant creative A/B testing with automated winner selection
Senior Marketers Only
No junior employees touching your accounts. Every strategist has 7+ years of paid media experience in financial services. Direct access, no layers of account managers.
Fixed Monthly Pricing
We charge a fixed monthly fee by channel, not a percentage of ad spend. Scale from $10k to $100k and our fee stays the same. We're incentivized to drive results, not inflate spend.
Board-Ready Reporting
Full-funnel KPI dashboards built for board presentations. No vanity metrics, just pipeline, CAC, ROAS, and the numbers your leadership team actually needs to see. Full account access and detailed edit logs included.
Testimonials
What Credit Unions Say About Us
Our clients stay because the results speak for themselves. Here's what they have to say.
“FinScale transformed our paid media from the ground up. Their understanding of NCUA compliance and their data-driven approach cut our cost/app significantly while improving lead quality.”
“Highly recommend FinScale for their deep expertise and client-focused approach. They consistently delivered outstanding results through great data and creative campaigns.”
“The FinScale team is digital marketing ace in the sleeve. Our fund is always analyzing FinTech SaaS products for investment and we always lean on their team to gauging marketing opportunity.”
“Working with FinScale has been a breath of fresh air. Their team understood our product and audience from day one, and the results showed immediately. The reporting alone is worth the investment.”Simple, Fixed Monthly Pricing
Engagements start at $6,500/month and scale based on channel count and scope, never on your ad spend.
TYPICAL AGENCY
Your monthly spend:
They would charge you
$2,000 base + $7,500 (15%)
- 10-20% of your ad spend
- Incentivized to inflate spend
- 6-12 month lock-ins
- Junior staff on your account
- Infrequent optimizations
- Slow email-only support
- Board-ready dashboards & Slack alerts
- Managed by Director-level marketers
- Bi-weekly team calls
- Daily optimizations with 10k+ data points
- <2 hour email response times
- Constant A/B creative testing
- Cancel anytime, no lock-ins
Book a Call
Get Started
Book Your Free Audit Call
We'll review your ad accounts live on the call and provide immediate, tactical recommendations.
FAQ
Frequently Asked Questions
Yes. Every campaign, ad copy, and landing page we produce is built with NCUA regulations, PII handling, truth-in-lending (TILA), Reg Z, and fair lending requirements in mind. We don’t learn compliance on your dime.
We manage Google Ads (Search, Display, YouTube, Performance Max), Meta (Facebook & Instagram), LinkedIn, and other channels based on your needs. Each channel is priced independently.
We charge a fixed monthly fee per channel starting at $6,500/month. Our fee never increases based on your ad spend, so we’re incentivized to drive results, not inflate budgets.
No. We work on a month-to-month basis. We offer annual contracts with a 20% discount for Credit Unions that want to commit, but there’s no minimum term required.
Expect meaningful performance shifts within 30-60 days after onboarding, depending on your existing account maturity and available data.
We start with a free audit call where we review your current ad accounts and provide immediate tactical advice. From there, onboarding typically takes 2-3 weeks to get campaigns live.
Yes. We set up Google Tag Manager, build custom Looker Studio dashboards connected to your CRM, and handle all conversion tracking and attribution.
Three things: a senior marketing leader as our primary contact who understands your products, an in-house creative resource for ad assets, and a marketing ops person to manage data flows and landing pages.
Yes. We commit to responding within 2 hours during business hours via email and Slack. You also get bi-weekly strategy calls and automated daily Slack performance updates.