Success stories · Finance & fintech

Built for finance, fintech and advisory teams under investor pressure.

Financial services firms, fintech startups, wealth managers, RIAs, insurance brands and advisory groups use Flocksy for investor decks, LP updates, annual reports, sales enablement, LinkedIn and web - one dedicated team, one flat rate.

Book a demo →See pricingSee the work →
Investor decksLP updatesAnnual reportsPitch decksSales enablementData vizLinkedIn contentLanding pages
Sales deck
Sales deck
Investor pitch
Investor pitch
Campaign
Campaign
Social graphic
Social graphic
Landing page
Landing page
Brand system
Brand system
Case study
Case study
Report
Report
Product page
Product page
Event kit
Event kit
Sales deck
Sales deck
Investor pitch
Investor pitch
Campaign
Campaign
Social graphic
Social graphic
Landing page
Landing page
Brand system
Brand system
Case study
Case study
Report
Report
Product page
Product page
Event kit
Event kit
Real finance customers

Investor-grade creative, every quarter.

Finance marketing has zero tolerance for off-brand or wrong-number decks. One dedicated team learns your voice, your compliance requirements, and your quarterly cadence - and holds all of it.

18+
active finance & fintech orgs on Flocksy
Fast
decks and reports move quickly
1
team across investor, sales and marketing surfaces
4.9 / 5
average CSAT across finance accounts
01 · Investor, LP & board

Pitch decks, LP updates, board packs.

Fundraise decks, quarterly LP updates, board decks, capital-call packs, annual reports - designed to a fundraise standard, editable in the tool your CFO or IR team actually opens.

  • ✓Fundraise pitch decks and one-pagers
  • ✓Quarterly LP updates and capital-call packs
  • ✓Board decks, KPI dashboards, data viz
  • ✓Annual reports (editorial layout, 30–100+ pages)
01
Fundraise pitch decks and one-pagers
02
Quarterly LP updates and capital-call packs
03
Board decks, KPI dashboards, data viz
04
Annual reports (editorial layout, 30–100+ pages)
02 · Growth, sales & LinkedIn

Sales enablement, LinkedIn, the marketing surface.

The same team that ships your investor deck ships your sales enablement, landing pages, LinkedIn content and event materials - one voice from IR to marketing to sales.

  • ✓Sales decks, one-pagers, RFP responses
  • ✓Landing pages with dev-ready Figma handoff
  • ✓LinkedIn carousels + video for advisors and partners
  • ✓Event materials, webinars, and speaker kits
01
Sales decks, one-pagers, RFP responses
02
Landing pages with dev-ready Figma handoff
03
LinkedIn carousels + video for advisors and partners
04
Event materials, webinars, and speaker kits
Case study · UpScope · B2B SaaS marketing

Investor + growth creative from one dedicated team.

"Great working with Sofía! Would always recommend." - Cameron James, Head of Marketing, UpScope. B2B SaaS marketing teams use Flocksy for the mix a single hire can't cover alone - sales enablement, LinkedIn cadence, landing pages, quarterly reporting and investor decks. One dedicated team, one flat rate.

1
dedicated multi-discipline team
Fast
first drafts move quickly on most projects
4.9 / 5
average across G2 and TrustPilot
See more case studies →
Case study · UpScope · B2B SaaS marketing
Sharpest fit

Finance & fintech teams with a marketing lead and no designer.

6 signals of sharp fit
  1. 01
    Fintech Series A–C

    Growth-stage fintech running paid, product marketing, sales enablement and investor comms with a single marketing hire.

  2. 02
    Wealth, RIA, advisory

    Practices needing quarterly LP updates, client-facing reports, advisor decks and steady LinkedIn output.

  3. 03
    Insurance & specialty finance

    Multi-product, multi-market brands where creative demand outpaces headcount.

  4. 04
    Data-heavy communication

    Real charts, real tables, real KPI dashboards - not screenshots pasted into a template.

  5. 05
    Compliance-aware

    One dedicated team learns what your compliance / legal team will and won't approve - no surprise turnaround delays.

  6. 06
    Flat-rate finance

    Predictable line item beats variable freelance or per-project agency invoicing.

Trusted by teams like yours
UpScopeSamdeskMetaMetaverse
What they say

Real teams. Real work shipped.

UpScope
"Great working with Sofía! Would always recommend."
Cameron James
Head of Marketing · UpScope
Samdesk
"Pau is super easy to work with. Communication was smooth, feedback implemented exceptionally quickly, and the project was completely on brand with little input needed from me."
Andy Alberts
Marketing · Samdesk
What you actually get

Not a project queue. Your investor + growth pipeline.

One dedicated designer, video editor, motion designer and copywriter support. A Production Coordinator sequences quarterly cycles on 4+ Daily Hour plans, with Art Director guidance on 6+ Daily Hour plans.

Included on every Finance & fintech creative subscription plan
01Dedicated designer, video editor, motion designer and copywriter support
02Art Director on 6+ Daily Hour plans
03Production Coordinator on 4+ Daily Hour plans
04Editable master investor deck
05Quarterly LP update template
06Annual report editorial layout
07Sales enablement + landing pages
08LinkedIn carousels + partner video
09Unused hours roll over 30 days
10Flat monthly rate - cancel at cycle end
Delivered in your file formats. Source files always yours.
Real outcomes in your world

Finance & fintech creative subscription teams that actually shipped.

Named clients, verbatim quotes, and stats pulled directly from the case-study source. Nothing rounded up.

Solutions we run for this industry

What Finance & fintech creative subscription teams ship most weeks.

Every one of these is included on your subscription - mix and match inside the same daily hours.

Adjacent industries

Also popular with teams like yours.

Ready for investor-grade creative on a growth cadence?

Your finance creative team, on demand.

Start today and have first drafts in review by tomorrow - or book a demo to size a plan around your quarterly cadence.

Book a demo →Book a demoSee the work →