Insurance & Insurtech
Marketing that builds trust and drives growth for carriers, agencies, and insurtech, from someone who's done it inside the industry.
Financial Services
Marketing systems that turn financial trust into measurable growth.
Skyward Growth Marketing helps insurers, banks, asset managers, and wealth firms win attention and convert it into pipeline, with senior email and lifecycle marketing, Meta and TikTok ads, and AI automation. Over $6MM in revenue influenced.
Built on real in-house financial-marketing experience, including lifecycle and email marketing inside a venture-backed insurance company.
Why we focus here
Finance marketing has its own rules.
In financial services, trust is the product. Buying cycles are long, audiences are skeptical, and compliance shapes everything you can say. Generic tactics fall flat, or create risk. Growth here comes from credibility built patiently and converted deliberately: brand that earns attention before buyers are in-market, and systems that capture demand the moment they are.
Expertise
We market for finance brands like yours.
Five sub-sectors, one senior partner who understands the constraints each one works under.
Banking & Credit Unions
Member and customer growth for community banks and credit unions competing against the national brands.
Asset Management
Credibility-led marketing for investment managers who value substance over noise.
Fintech & Payments
Sharp, fast-moving growth marketing for ambitious fintech and payments brands.
Private Equity & Venture Capital
Brand and message-building for firms raising, deploying, and showcasing capital.
Not sure where you fit?
If you market a financial product or service, there's a good chance we can help. Let's talk it through.
Start a conversation
Services
What we actually do.
Focused, revenue-driving growth marketing, not a sprawling agency menu.
Email & Lifecycle Marketing
The core strength. Welcome, nurture, re-engagement, and sales sequences; CRM and lifecycle programs that compound over time.
Paid Ads & Demand Capture
Targeted paid and retargeting campaigns across Meta and beyond that turn awareness into pipeline.
Websites & Landing Pages
Conversion-focused messaging and pages that build trust and capture leads, like the one you're reading.
Campaigns & Content
Multi-channel campaigns built on smart, credible content that earns attention and respects compliance.
Marketing Strategy & Systems
Positioning, measurement, and repeatable systems, so growth isn't guesswork.
One partner, joined-up.
These don't run in silos. Ads feed lifecycle, lifecycle feeds the site, and everything ties back to one strategy.
Let's build your system
Our approach
The formula behind the growth.
Five principles that make SGM different from both the big agencies and the generalist freelancer.
01
Sector fluency
Real experience marketing inside financial services, not a crash course on your dime.
02
Senior hands on the work
You work directly with the person doing the marketing. No account-manager layers, no hand-offs.
03
Measurable by default
Every program ties back to a business outcome you define: pipeline, retention, revenue.
04
Compliance-aware
Marketing that respects what finance brands can and can't say, built to clear review.
05
Built to compound
Brand and lifecycle systems that get stronger over time, not campaigns that vanish when the budget pauses.
→
Premium, but accessible
Built for growth-stage finance firms: senior expertise without enterprise-agency overhead.
Results
Campaigns measured in revenue, not vanity metrics.
Real outcomes from lifecycle, email, and automation programs built inside financial services: a measurable contributor to pipeline, premium growth, reengagement, and operational efficiency. No borrowed logos, no invented numbers.
$4.6MM
in premium influenced through dormant audience reengagement
Generated by previously inactive partners who were reengaged through a targeted lifecycle campaign designed to bring high-value audiences back into the pipeline.
$1.1MM
in premium influenced through automated follow-up
Generated from an automated follow-up campaign tied to time-sensitive submissions that had not yet moved forward.
$490K+
in written premium influenced through batch email campaigns
Email batch campaigns contributed to roughly 600 submissions and $490K in written premium across 2025 for a regulated financial services brand.
19%
conversion rate from required-action reminder testing
Achieved through an email experiment designed to motivate recipients with outstanding required actions to complete their next step.
Who you'll work with
The marketer behind the numbers.
SGM is led by a marketer with hands-on experience across email marketing, lifecycle strategy, CRM segmentation, campaign testing, Salesforce Marketing Cloud, and performance optimization for high-trust service businesses.
“I market financial products from the inside every day. I know how trust gets built in this industry, what compliance will and won't allow, and how to turn a long, skeptical buying cycle into a system that actually converts.”
Leia Graham
Founder & Growth Strategist
FAQ
Questions finance leaders ask.
In finance, trust comes before the sale, often months before. Effective marketing
builds credibility while buyers aren't yet in-market, then has the systems in place
to capture and convert demand the moment they are. It's brand and lifecycle working
together, measured against real business outcomes, and written to respect a skeptical,
regulated audience.
I've marketed inside a regulated insurance company, so compliance isn't an afterthought.
It's built into how I write and plan. I work within your review process, keep claims
substantiated, and design campaigns that move fast without creating risk. You stay in
control of what gets said.
Usually both, because in financial services, brand is future lead generation.
The credibility you build today is what makes a skeptical buyer say yes tomorrow. I help
you invest in both at the right ratio for your stage, so you capture demand now while
compounding the brand that creates demand later.
Retainer-based, senior, and embedded. You work directly with me as an extension of your
team, with no account managers and no junior hand-offs. We define the outcomes that matter,
build the systems to reach them, and review progress against real numbers. Long-term
partnership over one-off projects.
Contact
Tell us about your firm.
Share a few details and Leia will follow up to schedule your strategy call. The more we know, the more useful the conversation.
Thank you. Your message is on its way.
Leia will personally read it and get back to you within two business days.