Strategic Intelligence
Market research, competitive analysis, and audience insights that become the foundation for every decision. We find the signal before we build the strategy, and we know what a compliance officer will sign off on.
Built for finance. Backed by a global system.
CodeSM Finance is the financial-services practice of CodeSM Group, a marketing company that spent more than a decade codifying growth for the most demanding brands on earth. We took that system and rebuilt it for one industry: finance, with deep strengths in wealth.
Where it started
Built in the trenches, not the boardroom.
The methodology behind CodeSM was forged across thousands of engagements with the most demanding brands on earth: Microsoft, Dell, Google, Intel, HBO, SAP, Thomson Reuters.
The pattern was always the same. It wasn't a talent problem or a budget problem. It was a systems problem. Research didn't reach creative. Campaigns couldn't trace results. Brilliant people doing brilliant work that never compounded, because the architecture didn't exist. So we built the architecture.
When we brought that system to financial services, the gap was even wider. Wealth firms, banks, and insurers were forced to choose between generalist agencies that don't understand compliance and freelancers who vanish mid-quarter. CodeSM Finance is the third option, the group's enterprise-grade system, rebuilt for regulated finance and tuned for wealth.
The system was forged with the world's most demanding brands
Our vision
A world where growth isn't left to chance, where every firm has the system to turn marketing into a revenue engine: designed once, refined continuously, always improving.
Our mission
We codify sales and marketing for finance. Six disciplines, one connected system, proprietary technology, all engineered to make growth predictable, measurable, and compliant.
6
Global offices
39
Languages
88
Markets served
150+
Finance-fluent specialists
How we're built
Specialists assembled around a system.
Strategists, creatives, data scientists, and engineers across every major region. We don't outsource the hard parts. When you work with CodeSM Finance, you work with one team, one relationship, one system. Your data scientist's output feeds your strategist's input, your strategist's output becomes your creative brief. Nothing gets lost, and everything stays on the record.
Scaled Execution
Brand, content, and promotion delivered across 39 languages and 88 markets. Localised at the detail level, consistent at the system level, every asset on-brand and on-record.
Technology & AI
CRM, automation, custom software, and AI, including a CRM built for the relationship economy of finance. The technology layer that ties every pillar together and gets stronger over time.
Leadership
The team behind the system.
CodeSM Finance is led by the CodeSM Group leadership team, operators who've built and scaled marketing systems for the world's most demanding brands, now pointed squarely at finance.
Steve Ellis
Chief Executive Officer
Oriol Zertuche
Chief Technology Officer
Becky Warner
Chief Operating Officer
Dan Brooks
Chief Customer Officer
Mark Trousdale
Chief Growth Officer
Amber Whiteman
VP, North America
Jason Cheang
VP, APJ
Barb Stutz
Head of Global Sales
Ella Wise
Head of Product & Strategic Delivery
Rachel Mansour
Head of Sales, UK
Global presence
6 offices. Global reach. One system.
From APAC to the Americas, CodeSM teams provide near-continuous coverage across time zones, so your campaigns, your data, and your support never sleep. Wherever your firm operates, the same connected system follows.
Americas
Seattle
Washington, USA
Americas
Austin
Texas, USA
Americas
Los Angeles
California, USA
Americas
New York
New York, USA
Europe
London
United Kingdom
Asia-Pacific
Singapore
Singapore
Recognition
Award-winning work, year after year.
Chief Marketer 200
WBR Top 100
Top 15 International B2B Marcomms
Top 20 US B2B Marcomms
B2 Award
W3 Silver Award
Ready to grow?
Book a 20-minute consultation.
We'll learn about your firm, your prospect funnel, and your next quarter, then walk you through which of our products will move the needle first.