Financial Services Marketing & Digital Solutions

Clarity creates growth

We design experiences that turn complexity into confidence. By removing friction and deepening engagement, we help financial brands create lasting value — from first look to lifelong loyalty.

Focus areas

Connected brand ecosystems

Align strategy, content, and platforms to earn trust at every touchpoint.

Personalized journeys

Turn data and design into seamless paths from awareness to account activation.

Onboarding & retention

Reduce friction and build long-term value with smarter, simpler experiences.

Compliance at scale

Deliver modular content that meets regulatory standards while staying relevant to customers.

Explore our industries

Recent work

All work

Accelerating Value from Their Marketo Investment

Learn how MERGE improved internal structures for a high-growth SaaS FinTech company to fully leverage and get the most out of their Marketo investment.

Top U.S. Consulting Firm

Enhancing Industry Recognition and Raising the Storytelling Bar

Partnering with a top U.S. consulting firm, MERGE established an executive thought leadership platform for the firm's key subject matter experts, securing 250 earned media placements and increasing thought leadership by 40% within the first year.

Banking

Transacting for your best interest.

Our clients

Work with an agency that’s Built Different.

MERGE is Built Different to deliver storytelling through technology. Let’s talk about how a human approach to data-driven marketing can elevate your brand, captivate customers, and change lives.

Let’s connect