About finmarkIQ
Built for community banks, credit unions, and fintechs that need a smarter marketing strategy, ​finmarkIQ delivers expert guidance, deep industry knowledge, and action-oriented strategies for intelligent growth.
finmarkIQ is a CMO-led organization with over 20 years of marketing and strategy experience, working with consumer luxury and prestige brands, community banks, credit unions, and financial technology providers.
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At finmarkIQ, we aim to simplify how organizations and marketing leaders approach marketing strategy, technology, and operations complexity so that your business can scale and grow.​​
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Our Services
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Marketing Strategy
Marketing Technology
Marketing Operations
Whether building a new strategy, optimizing an existing one, or filling a gap, our approach is the same: start with the data, architect the journey, and execute with precision.
Enable your strategy with the right tools and technology. Identifying the solutions and evaluating partners can be a distraction. Let us step in and activate your vision.
Without the right people, processes, and technology, your strategy falls short. We guide you in establishing an operating environment for efficiency and effectiveness.
Fractional CMO
and Advisory Services
Flexible model for CMO executive-level expertise without the overhead of a full-time Chief Marketing Officer. ​ A fractional CMO role can augment and accelerate your growth strategy.
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Bringing two decades of marketing and strategy experience across the financial sector, finmarkIQ delivers deep industry knowledge, specialized expertise, and sought-after thought leadership.
Ways to Work with Us
Use Cases
Mentor + Advisory
Growth
Strategies
AI Marketing Frameworks
Advise and coach marketing teams, and provide support for up-skilling for succession planning and executive development.
Conduct audience, competitor and market research to uncover new growth opportunities for your financial institution.
Build an AI development plan for personnel and an AI operating framework to scale marketing operations and improve organizational efficiency.
How We Work
Our Approach
Research And Immersion
We begin with research, audience, and organizational immersion to gather insights, evaluate, and understand your business, allowing the data to inform us on where to take your marketing strategy.
Architect Your Solution
Leveraging the research conducted and our in-depth understanding of your business, we architect and design a bespoke strategy and solution tailored to your organization's growth goals. ​
Execute With Precision
We don't just tell you what to do; we create action-oriented roadmaps, create adoption plans, launch initiatives, and identify talent gaps to drive sustainable growth and success for your business.
Our Goals
Develop data-driven strategies and growth roadmaps for banks, credit unions, and fintech solution providers.
Enable marketing strategies with the right marketing technology, data, insights, and AI frameworks.
Establish operating environments for marketing teams to scale and improve efficiency and effectiveness.