Consumer financing, lending, and fintech businesses face regulatory constraints, long merchant cycles, and a need for CRM infrastructure most marketing agencies aren't equipped to build.
Financial services marketing operates inside constraints most generalist agencies struggle with. Compliance requirements, channel restrictions, and the regulatory environment mean tactics that work in consumer ecommerce don't translate directly.
The merchant acquisition problem in consumer financing is particularly complex: long sales cycles, high-value accounts, and the need for a CRM and outreach infrastructure that sustains a repeatable motion across hundreds of merchants at once.
Common problems we see:
CRM-driven acquisition motion from top-of-funnel awareness through merchant activation. Built to scale without adding headcount at every growth stage.
Pipeline infrastructure, forecasting, and the reporting layer that gives leadership a real-time view of merchant acquisition across all channels and stages.
CRM implementation built for the merchant acquisition motion. Sequenced outreach, status tracking, and the automations that keep a large pipeline manageable.
Multi-touch attribution from first merchant contact through activation. ROI modeling connecting spend to revenue generated by activated merchants.
humm Canada needed to scale merchant acquisition for their buy-now-pay-later platform. We built the CRM infrastructure, outreach automation, and digital acquisition programs that turned fragmented merchant outreach into a repeatable, measurable engine.
Read the full case study →“The system they built is still generating results a year later. It didn't require us to keep feeding it.”
humm Canada leadership
We design for compliance from the architecture stage. That means working with your compliance team on channel selection, copy approval workflows, and content production, which tends to improve output quality anyway.
Yes. Long-cycle B2B pipelines are where CRM infrastructure matters most: stage definitions, re-engagement triggers, and reporting cadence that keeps a long pipeline visible without manual updates.
It reflects the drop in per-merchant onboarding time after we rebuilt the process end to end. We can't promise the identical percentage, but we can promise the same methodology.
We diagnose where your acquisition motion breaks before we recommend what to fix. The assessment maps it.
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