Interactive Spreadsheet

Marketing Agency Evaluation Scorecard

Choosing the wrong marketing agency costs fintech companies 6-12 months of lost time and hundreds of thousands in wasted spend. This scorecard gives you a structured way to evaluate agencies across the dimensions that actually matter for financial services companies — industry expertise, compliance awareness, strategic depth, and ROI accountability.

What's Included

• Weighted scoring matrix across 8 evaluation dimensions
• Interview question bank (30+ questions to ask potential agencies)
• Red flag checklist — warning signs to watch for
• Reference check template
• Cost comparison worksheet
• Decision framework for agency vs. fractional CMO vs. in-house