About The Company

Mark and his team are veterans of financial services marketing, and their combined skills include fintech design, content strategy, marketing tech, and social media. Colloquy is a full-service shop for broker-dealers, financial advisors, investment managers, and RIAs that operates around three pillars:


Whether you need financial advisor websites, social media compliance consultations, insurance agent marketing, or any other fintech services, Colloquy will provide it. And they’ll make it your own.

Colloquy doesn’t crank out the generic, jargon-filled content that you find on stock websites. Whatever gets you out of bed in the morning, whatever sets your firm apart–they’ll tell the story that gets you in front of your dream clients.

You won’t see any tweets that sound like they came from a bot or milquetoast Facebook posts here. Every piece of content you publish will speak to your audience’s interests. Your audience doesn’t need another listicle about how to save for retirement. They crave unique insights into how they can better their lives now, and that’s what Colloquy helps you deliver.


Mark’s been in the digital game since day one, but he’s never stopped innovating as the industry has changed. He likes to say that he has gray hair experience with millennial sensibilities–and Financial Services companies need both to compete in the evolving market.

From his early days on the web introducing digital signatures to the mutual fund world, to introducing social media to financial advisors, Mark keeps clients strategically current.

All told, Colloquy develops campaigns using personalized, cutting-edge strategies in email, social media, content marketing and more.


We all know too well that every piece of your static and interactive content must meet FINRA’s advertising and communications guidelines, a requirement that spooks a lot of businesses when they’re building their digital marketing strategies – social media in particular.

All those Facebook comments, Twitter discussions, and blog comments? Every single one of them must be documented and stored in a database. That sounds daunting, but Colloquy’s got it covered. Thanks to their financial backgrounds, Mark and his team are well-versed in compliance. They know how to work with the rules and innovate within them.

When you work with Colloquy, you’re not working with just any marketing agency. Colloquy is a team of digital experts and fintech innovators. They know your industry, and they have the know-how to market your business to your target audiences.

Meet the Team

Mark H Cohen

Mark H Cohen


Shane Kendrick

Shane Kendrick

Finserv Design

Emily Boyle

Emily Boyle

Finserv Writer

Maggie McCracken

Maggie McCracken

Content, Martech Tools, Social Media,

“They know our business”

Mark Cohen of Colloquy was referred to us by another financial firm that used his services to build their website. We initially interviewed 3 different vendors for the production of our new website. After speaking with Mark, we ultimately decided he was the best fit. He possessed the qualities we were looking for including having experience in the financial services business and understanding the compliance complexity, the willingness to travel and get a feel for our unique local communities and listening to our ideas of what we would like for the website. Mark did a great job of scheduling follow up with our group to ensure we stayed on task with our assignments and met our completion deadline. Ultimately we are very happy with the end product and we will continue to use Mark and his team at Colloquy for our marketing strategies. Thank you Mark!

Denise Croake Operations Manager – Encore Financial Group


Marketing Strategy

We meet, ask a lot of questions to understand your target audiences and value proposition, then create agile strategies to help advisors and RIAs achieve objectives.


We are experts at content curation and creation for financial services. Our content strategies are built using your audiences and positioning, primarily utilizing third party content, not canned subscription services.

Social Media

We pioneered social media use for broker-dealers and financial advisors and enable advisors, RIAs and fund complexes to utilize social in a creative and compliant manner.


We use WordPress to provide financial advisors with compliant, cutting edge websites you can update yourself.

Email Marketing

Email marketing is used by our financial advisor and RIA clients to stay connected with clients and to “drip” on prospects until they are ready to invest.

Hourly Consults

Mark Cohen is now available for 30 minute or hourly consultations on any digital marketing topic you have questions about. Click here to email him.

“They exceeded our expectations.”

Mark Cohen and the team at Colloquy act as my marketing department handling everything from marketing strategy to messaging, lead generation to social media, and so much more. Dependable, creative, and innovative, I don’t know where my business would be without them.

Cindy Fields President – Loyalty Alliance, Inc.

Web Strategy and Social Media

Allen Capital Group – RIA

Colloquy Digital Finserv RIA website

Outsourced Marketing Services

Loyalty Alliance, Inc – Wealth Counselor

Colloquy Digital Finserv Financial Advisor Social Media

Full Featured Website

Encore Financial Group – Financial Services

Colloquy Digital Finserv RIA, Insurance website

Web Strategy, Multiple Sites

Lawing Financial – Financial Advisors

Colloquy Digital Finserv Financial Advisor Webisite

Social Media Strategy

FlexShares ETFs – Mutual Funds

Social Media and Web Strategy

Cambridge Investment Research – B-D

“Their Social Media Strategies Hit The Mark”

Mark combines a thorough understanding of social media platforms, and how to leverage them, with the ability to identify the right social strategy to fit your business. I have worked with Mark at different firms, and his marketing insights and creative flair have always proven helpful in positioning our products for maximum potential impact.

Michael Castino – Former Marketing Director FlexShares ETFs

Satisfied Clients

Our services have helped broker-dealers, full service financial services, financial advisors, mutual fund firms, and RIAs increase business, expand reach and enhance online visibility. See what our marketing expertise and digital tools can do for YOU, today!

Digital Experts. Finserv Innovators. Who says you can’t have it all?