Finance, Insurance & Fintech
These are the first things we test, not findings about your business.
One real example, with its source
Our most recent verified result (hospitality practice, one client's result)
271 WhatsApp inquiries
No verified result in financial services yet. When there is one it will appear here with its source. See the ledger.
Speak to the Director
No receptionist and no sales team: your message is answered by Tessmont's directors, and your 30-minute call is always with CA Mohammed Baaqar Shariff.
We can meet in person in Bengaluru. Calls in English, Kannada, Hindi or Tamil.
Paid work is scoped first. Short assignments from about ₹25,000; full growth systems to ₹10 lakh a month and more. You see the complete scope and fee in writing before you pay anything. How we price.
A financial services marketing agency helps a lender, insurer, adviser, broker or fintech attract applicants who are likely to be eligible, and runs campaigns whose claims have been agreed with compliance before they are built. Tessmont builds that system and reports it in Command as qualified applications and funded or active accounts, by product.
Low-cost leads in financial services often come from broad audiences drawn by a headline rate or an easy-approval message. Many of those applicants fail on income, credit history, location or documents, and the operations team spends its time processing and declining them.
The approach is to agree the eligibility basics for each product, then shape pages and campaigns so applicants can see those basics before they apply. The hypothesis the first review tests is whether the cost per funded or active account falls even when the cost per lead rises. No page or ad promises approval, a rate that is not offered to every applicant, or a return on any investment.
Campaigns stall when claims are written first and checked later. A single phrase about rates, returns, safety or approval speed can hold up an entire launch.
The work begins with a claims library: the product statements, disclosures and disclaimers your compliance team has approved, in the form your regulator and your own policies require. Campaigns are built only from that library, and anything new goes to compliance before it is designed, not after. Tessmont does not interpret regulation or give legal or financial advice; your compliance and legal teams remain the approvers.
Many financial businesses receive a large part of their volume through agents, brokers, connectors, dealers or aggregators. That business is often reported as a total, so nobody can tell which partners send eligible applicants and which send volume.
The plan gives each partner a trackable route, and Command reports applications, eligible share and funded accounts by partner as well as by marketing channel.
The same structure fits banks and credit co-operatives, lenders, housing finance, insurers and insurance intermediaries, investment advisers and brokers, payments and fintech products, and accounting firms. The unit changes by product: an application, a policy, a funded account, an advisory consultation. Some products, including certain investment, trading and crypto offerings, carry advertising restrictions that can rule out particular channels; the plan starts from what the business is permitted to advertise.
No. Campaigns use only statements your compliance team has approved, and never promise approval, returns or a rate that is not available to every eligible applicant.
Your compliance or legal team approves every claim and disclosure; Tessmont prepares the work for that review and keeps a record of what was approved and when.
No. Tessmont is a marketing and growth systems company. It does not advise your customers or recommend products to them.
Yes. For individual advisers and agents the unit is usually consultations booked, and the plan respects the rules of the licensing body and the company whose products are sold.
How we price is set out on one page, at /pricing/.
The free 30-minute call with the Director, CA Mohammed Baaqar Shariff. He reviews where your applications come from and where they fail, and gives you three practical actions.
Specialists in your industry. Systems for your growth.
Growth you can verify.
Tessmont is a marketing and growth systems company in Bengaluru, for businesses in any industry, in India and globally, from one location to many.