Summer Friday Financial Services
We build brands, demand, and content for the companies that move money.
Trusted by teams at
The proof point
The high-stakes launch, the board-ready narrative, the campaign compliance cannot flatten. We have been in those rooms for two decades.
20+
years in financial services
Fortune 100
financial brands partnered with
8
financial services sectors
568K+
views for one credit union partner, every video through compliance
Money moves through more than Wall Street. We've spent 20 years inside every kind of institution that handles it, from the largest banks in the world to the credit union down the street. Different balance sheets, same job: earn trust, then keep it.
Big brand platforms need boots on the ground. We're the team that activates what the holding company approved.
Morgan Stanley, J.P. Morgan, Bank of America. Twenty years and counting with Morgan Stanley and E*TRADE.
see our global financial work
Sophisticated audiences, compliance in the room, and a story that still has to land in eight seconds.
BNY Mellon, VanEck, Neuberger Berman, Addepar, EPIQ Capital Group, Wilmington Trust.
see our wealth work
Brand, demand, and content for companies still proving the category exists. Nimble enough to move at seed pace, fluent enough to survive the compliance review.
iFlip (six years), TradeStation, Vestwell, Lendly, Waves.
see our fintech work
Mergers, rebrands, conversions, and a generation of members who've never walked into a branch. The mission hasn't changed. The job has.
Navy Federal Credit Union, 71 videos and 568,000+ views since 2021, all inside compliance review. Suncoast Credit Union. Fifth Third Bank.
see our credit union work
Nobody thinks about their coverage until something goes wrong. We build the campaigns that make them care before that. Renewal, retention, and the quiet years in between: work that turns a policy into a relationship, built with legal in the room from the first draft.
Chubb ("Get a do-over" campaign). AAA (personalized renewal video, 92% retention).
see our insurance workAnd one thing they all have in common right now: consolidation. We've worked on both sides of it, including with First Republic and with J.P. Morgan, the bank that absorbed it. If you're merging, rebranding, or integrating an acquired brand, that's a conversation we've had many times.
talk to us about M&A brand workSummer Friday Financial Services Reel
Start with your world
Choose your corner of financial services to see its challenges, priorities, and the experience we bring to it.
retail, commercial, institutional
Complex institutions need work that can travel from the boardroom to a broad audience without losing its intelligence.
A proof point from this world
BNY Mellon
advisors, allocators, end investors
We make complex ideas clear and engaging without compromising the rigor advisors, allocators, and investors expect.
A proof point from this world
VanEck
platforms, private markets, modern advice
We help wealth platforms make complex products clearer and more credible for the people trusting them with generational capital.
A proof point from this world
Addepar
growth-stage energy, institutional polish
From acquisition story to launch system, we turn a useful financial product into a brand people remember and use.
A proof point from this world
TradeStation · iFlip
access, confidence, responsible growth
We make lending stories more direct and more human, with language built for scrutiny and audiences under pressure.
A proof point from this world
Lendly
protection, prevention, participation
We find the human stakes inside technical products, then build creative that earns a second look without overpromising.
A proof point from this world
AAA · Chubb
blockchain, tokenization, new rails
We translate new financial infrastructure for skeptical, sophisticated audiences while keeping the ambition intact.
A proof point from this world
Waves
the outlets and insight buyers trust
We build content and audience strategies that give financial media and research brands more authority, reach, and staying power.
A proof point from this world
Wall Street Journal
The category reality
Most agencies learn the product after the pitch. We arrive knowing the product, the audience, and the regulatory lines that make the difference between bold and reckless.
compliance is not the enemy of great creative.
Not knowing the category is.
Private equity · By invitation
From pre-acquisition marketing diligence to a day-one growth roadmap, we help private equity firms see what a brand can become. Take a closer look at our work in a private case study.
Shared by request. No email app needed.
a closer look
is worth asking for.
Selected proof
The working model
Briefs that get to the point
Creative that earns attention
Reviews that move faster
Stories people can repeat
Questions we actually get
We're the financial services practice of Summer Friday, a boutique brand, creative, and content agency founded in New York. We build brand strategy, campaigns, content, video, social, and demand generation for banks, wealth managers, fintechs, insurers, lenders, trading platforms, and financial media companies.
Yes. Our clients range from Morgan Stanley, BNY Mellon, and E*TRADE to fintech and trading platforms like TradeStation and iFlip, plus wealth tech, blockchain, and private equity firms. We work across eight financial services sectors, B2B and B2C.
We've spent more than 20 years working inside regulated review processes. We build compliance into the creative from the start. We know the disclosure requirements and the review cycles, so work moves through legal faster and arrives stronger.
Yes. We provide pre-acquisition marketing due diligence, auditing a target company's brand, channels, audience, and competitive position in parallel with deal diligence, and deliver a growth roadmap the operating team can execute from day one post-close.
Our longest financial services relationship is 20 years old and still active today. In an industry where agency tenure averages under three years, that's the number we're proudest of.
Book a consultation or email say@heysummerfriday.com. Bring us the hard brief. We'll tell you exactly how we'd approach it.
