Financial Services Marketing Strategies Proven to Work

    As a financial company, it is important to find the right marketing strategies that will bring in more customers. It is easy to work on your marketing and become really dry and boring, which will turn away your customers and make it hard to grow your business. 

    With the right marketing services, you will find that it is easier than ever to get clients to take a look at you. Some of the marketing strategies that you should use and are proven to work for financial services include:

    1. Turn Your Website Into a Marketing Asset

    You will quickly find that your financial services website can easily become your biggest marketing asset. Everything should begin and end with the website. To make this happen, you must make sure that the functionality, design, and user experience should be some of the best around to help the customer really find their way to what they want. 

    Currently, nearly 70% of millennial smartphone owners use mobile banking and 51% of consumers work with digital channels to help them complete their banking. This is a huge number and you need a website that can keep up. 

    To do this, your website needs to be fast, frictionless, secure, and compatible with mobile phones. If there are some problems with your website or it is not as user-friendly as it should be, then this can turn into a major problem. 

    2. Get That SEO Down

    While your website is important, you also need to work on some of the SEO to make sure that you can keep it easy for customers to find it. When your new clients start to look for the financial services you offer, you want to be on the top of the first page of search results. 

    How do you do this? You use search engine optimization or SEO. SEO is simply the process of grooming your online presence in a way that will get you to rank higher for certain keywords. This is valuable because it allows your website to show up at the exact moment someone is searching for your services, making it more likely they will choose you. 

    While you are working on SEO, do not forget about local SEO. This local SEO is going to make sure you are in the top search results for a certain service area. It is slightly different than normal SEO because it is going to place you on the top of local search results based on a geographical area. 

    When doing local SEO, make sure that you fill out the complete listing to make it easier for people to find you. This means you need to include your phone number and address, business hours, business category, and pictures of your business to make the SEO more effective. 

    3. Include Video Marketing

    While there are different types of marketing that you can do in order to reach your customers, you should work with video marketing. Many people will love to watch a digital video to learn more about you. 

    You do need to be careful about making these videos and ensure that it is showing content that is interesting and will provide value to your clients. Some of the things that you should include in your marketing videos to help really stand out from the crowd include:

    • Competitor differentiators
    • Guarantees that you can make
    • Good testimonials
    • The history of your financial firm
    • Video guides
    • How-to videos to help your clients. 

    4. Use Social Media

    As a business in the modern world, it is worth your time to get on social media. Most major companies have a Facebook page and use it to help interact with their customers, share information, and to reach more clients than ever before. 

    If you do not have a social media page, now is the time to get it set up. Fill out all the pertinent information to make sure that it is full. This is a good way to reach your customers and to give them away to get in contact with you. 

    Honest and helpful social media posts will let your clients look into your business and learn more about you. Social media can make you more personal, which will bring more people to your company. This may take a little time to learn how to do, but can be so effective for your business. 

    5. Use Email Marketing

    Email marketing is still an important part of marketing for a lot of companies and your finance company will see this as beneficial as well. Email marketing for financial services has a large return on investment. This makes it a good way to generate and close more leads than ever before. 

    You need to really create effective copy to help make it easier for your clients to learn more about you and your services and then get them to contact you to learn more about what would work for them. Some of the content you should have in your email marketing include:

    • Recent guides and videos you have created
    • Blog highlights that go back to the original post
    • Updates on any recent changes to the law. 
    • New and recent hires and other similar announcements. 
    • Pictures of the pro bono work your company has done. 
    • Infographics
    • Teasers for some of the articles you have put on other websites
    • Testimonials from former clients
    • Upcoming events and webinars you will choose

    Make sure that the content you write in your emails is relevant and will provide value to those on the list. This will help you get more reviews and more of a response than ever before. 

    Choosing the Marketing That Works for You

    As a financial company, it is important to take a look at all the marketing options out there and pick the one that is right for your needs. With a good marketing plan in place, you are sure to reach your customers and see amazing results!



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