Digital Financial Marketing

Why you need a Digital Financial Services Marketing Agency

You’re here so it’s obvious that you have identified a need.
Financial Services have had strong marketing in the past, but that was completely rooted in traditional marketing tactics (Print, Radio, Television, Billboard, etc.).  The industry knowledge has always been a major factor in success, but now there is a need for new tactics, Digital tactics.  The strategies employed by traditional financial marketers still hold true in many cases, but the need for digital acumen is critical when pairing those strategies with digital marketing implementations.

• 100% visibility into the results of your digital marketing efforts
• Limitless possibilities in messaging to your targets
• Deep insights into what your targets or customers think and do

If you are currently not able to communicate with your targets or customers at an individual level across all mediums / channels (social media, email, retargeting, search, direct mail, etc) then you definitely need Digital Financial Marketing for your organization.  Full integration becomes very easy which increases deal flow, closes deals quicker, educates potential customers, drives acquisition and makes you more money.

What to look for in a Financial Marketing Agency

It’s easy for other agencies to claim that they do Digital Financial Marketing.  Most do not have the technical background required to help you achieve success online and offline.  Many will state that they do SEO, PPC, Social Media and build websites, but in almost every case they have little knowledge of these subjects and those that can are executing in a sub-optimal way.

• Do they have the digital experience?  SEO, PPC, Social Media, Email, Web Design, Web Development, Online Market Research, Analytics, etc.
• Are they current in their digital marketing tactics?  Tools, Innovation, Workforce, etc.
• Do they think like you?  Hungry for success, Make Money, Be the Best

Financial Marketing Services

We know that there are many different financial services that can be marketed and we have chosen to focus on very specific services within the industry.  Why do we do this?  So that we maintain ourselves as experts in a segment within the financial space.

How we market Financial Services
At our core we are Digital Marketers and use many of the same concepts and ideas that traditional agencies have used, but do it using digital tactics.  We use Email, PPC, SEO, Social Media, Analytics, Banners, Websites, Microsites, Landing Pages, Apps, Digital Signage, Screens, Tagging, Tracking, Segmentation, Personalization and More.  We can easily integrate and energize current marketing efforts as well.
Our methodologies successfully mold consumer perception through accurate messaging and experience which drives engagement, leads, sales, acquisition and closed deals.

Financial Services we market
Listed below you will find a list and description of the major financial services that we market.

Private Equity Marketing

• Deal Flow – Increase Deal Flow using simple digital marketing methods like lead generation and individual personalized targeting.
• Fundraising – Connect easier and at the right time to generate more funds quicker.
• Image / Brand – Build a strong brand within the industry and heighten your image with current investors.
• Communication – Put the most effective messages out to your audience.

Hedge Fund Marketing

• Qualified Investors – Educate and make aware new qualified investors.
• Image / Brand – Build a strong brand within the industry and heighten your image with current investors.
• Communication – Message effectively to your target audience.

Investment Bank Marketing

• Helping bring together those who need money to invest with those who have money to invest.
• Clearly promote the firms services to the right audience.

Alternative Asset Marketing

• Awareness – Making investors aware of opportunities in Alternative Assets.
• Education – Educate investors on how and why they should put money into these assets.
• Outreach – Get the messaging and education to the correct audience and drive interested investors.

Online Bank Marketing

• Awareness – Make aware current and potential banking customers of what online banking is.
• Education – Educate current and potential banking customers of the benefits of and integrations available in online banking.
• Acquisition – Efficiently drive new online banking customers.

Affinity Insurance Marketing

• Marketing Affinity Insurance products is an art form.  Being able to find and message to such defined groups is a challenge for most financial marketers, but for us, doing this digitally makes it extremely easy to locate, target and convert these affinity customers.

CPA Digital Marketing

• Marketing CPA firms has a simple formula.  Message to targets, generate interest, drive them to engage and acquire those targets as new customers.  The secret weapon is digital.  Digital Marketing for CPA firms is extremely effective and generates above average ROI.

Tactics used in our Financial Marketing Solutions