Finlocity
New York, New York
A stronger foundation for events and growth.
With TechSteps.
Finlocity is a financial services media and events company that hosts exclusive forums for senior executives and business leaders. Their Q4 Forums connect RIAs, broker-dealers, and fintech providers in a collaborative, boardroom-style setting. With a lean team, Finlocity needed a trusted partner to manage the marketing engine behind these events — from sponsor communications to attendee outreach.
As the forums continued to expand, Finlocity wanted systems and support that could scale. That’s where TechSteps came in — providing a monthly retainer for consistent marketing, technology management, and campaign execution.
— photographed by TechSteps.
Everything that supports the team now lives in a clean, modern system. Staff can confidently point clients to a site that works on any device, with clear service pages, integrated contact forms, and professional visuals that reflect who they are. Behind the scenes, TechSteps connected their web forms to internal tools — making it easier to capture leads, respond faster, and keep communication flowing
“Having TechSteps on retainer gives us the stability and consistency we need. Michael and his team keep everything moving — from sponsor outreach to event marketing — so our forums run at a higher level without adding headcount.”
Alan Giancaterino, Co-Founder, Finlocity
— photographed by TechSteps.
Bringing that story to life meant more than just code. We captured original photography of the team, the office, branded trucks, and real job sites in progress. Short-form video montages now anchor the homepage and About page — giving visitors an immediate sense of the people, scale, and craftsmanship behind the work.
“The shift in our marketing has been noticeable. TechSteps brings structure, execution, and systems thinking to our business. It’s like having a fractional marketing and technology team built in.”
Ryan Metzler, Co-Founder, Finlocity
Nairy Mechanical’s new site reflects who they are — and where they’re going. It gives the team a simple, trusted platform to grow from, share their work, and connect with the clients who count on them.