Digixon for BFSI

In finance, the fine print isn't optional. Neither is getting it right.

Marketing for banks, insurers, wealth managers, and fintechs built compliance-first, because in this industry, trust is the entire product.

10+BFSI brands served
35+Campaigns compliance-reviewed

Who We Work With

Every corner of the financial ecosystem.

Different regulator, different risk profile the rigor stays the same across all of it.

Banks & NBFCs Insurance Companies Wealth & Asset Management Fintech & Payments Broking & Trading Platforms Credit & Lending Platforms

What We Do

Marketing that builds trust and can prove it.

A single gist of the BFSI-specific work we run.

Brand & Trust Positioning

Positioning built for a category where credibility is the conversion lever.

Digital Customer Acquisition

Demand generation for accounts, policies, and portfolios offered together.

Financial Education

Content that informs first, sells second and stays inside the guardrails.

Insurance Policy Marketing

Product marketing that explains coverage clearly, without overpromising.

Fintech Product Launch Marketing

Go-to-market for products entering a category built on caution.

Reputation & Crisis Communication

Response planning for the moment trust is tested publicly at a global scale.

Compliance-Reviewed Creative

Every asset checked against the relevant regulatory framework pre-launch.

Performance Marketing for Regulated Products

Paid acquisition that stays inside advertising restrictions by design and approach.

Compliance & Regulatory Precautions

The frameworks we build every BFSI campaign around.

Financial marketing carries legal weight most industries don't. We treat that as the starting constraint, not an afterthought.

India

RBI Guidelines

Governs advertising by banks and NBFCs, restricting misleading claims about deposits and loans.

India

SEBI Regulations

Mandates risk disclaimers and restricts guaranteed-return claims in investment advertising.

India

IRDAI Advertising Code

Governs how insurance products and claims can be represented in marketing.

India

DPDP Act, 2023

Governs consent and handling of personal financial data.

United States

SEC / FINRA Rules

Governs marketing of securities and investment products.

United States

GLBA

Governs financial privacy and how customer data can be shared.

United Kingdom

FCA Financial Promotions

Governs how financial products can be promoted to UK consumers.

Global

PCI-DSS

Security standard for handling and protecting payment card data.

Mandatory risk disclaimers

Applied to every piece of investment or trading content, without exception.

No guaranteed-return claims

Language reviewed to stay within what's provable and permitted.

KYC-compliant lead capture

Data collection built around know-your-customer requirements from the start.

Financial data handled securely

Encrypted and processed per the applicable data protection law.

Substantiated claims only

No performance or outcome claim ships without evidence behind it.

Compliance review before publish

Every asset checked against the applicable framework before it goes live.

How We Work

Four steps, compliance built in at every stage.

Not a separate legal pass at the end compliance is part of the process from day one.

01

Understand the Regulatory Landscape

We map which regulator and framework applies to your product and geography.

02

Strategise

Campaign strategy built within the compliance envelope from the start.

03

Execute Compliance-Checked

Every asset reviewed against the applicable framework before launch.

04

Monitor & Report

Performance tracked alongside ongoing compliance, not instead of it.

Brands our Experts Consulted For

Receipts

Results that held up under review.

10+BFSI brands served
4000+Qualified leads generated
35+Campaigns compliance-reviewed
100%Cleared on first compliance pass

Client Word

What it feels like to market finance without holding your breath.

"

First agency that flagged a disclaimer issue before our own compliance team.

S
Satyendra Pradhan
"

Policy inquiries doubled without a single claim our legal team had to walk back.

B
Bhargav Rao
"

They understood SEBI's advertising rules better than agencies twice their size.

B
Bimlesh Kumar

Before You Start

A few things worth knowing.

Do you understand RBI, SEBI, and IRDAI guidelines?

Yes, campaigns for Indian BFSI brands are built and reviewed against the applicable regulator's advertising rules from the start.

How do you handle mandatory risk disclaimers on investment content?

Every piece of investment or trading content includes the required disclaimers, checked during compliance review before publishing.

Can you market investment and trading products?

Yes, we help in promoting and selling investment and trading products.

Do you follow KYC-compliant lead capture practices?

Yes, we do abide by KYC-compliant and DPDP regulations.

Is every campaign compliance-reviewed before it goes live?

Every asset goes through a compliance review against the applicable framework before publishing no exceptions.

Ready to market finance, without the fine print catching up to you?