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Financial Services Marketing

Want more leads and new clients? Get them with the help of a top financial services marketing agency.

If you want to acquire more customers, optimize marketing costs, and become THE authority in your market, there’s only one solution: Digital marketing for financial services. 

Say goodbye to financial marketing strategies of the past—the future is digital. Technology is disrupting the financial services industry and you’re facing more competition than ever to get—and keep—the attention of today’s consumer.

That’s where Blue Corona comes in. With the help of strategic financial services digital marketing strategies, you’ll see a measurable increase in new clients, revenue, and brand recognition.

Why You Need a Marketing Agency Specializing in FinancE

When it comes to financial services marketing, it’s in your best interest to hire a company like us that knows the ins and outs of the industry. With us as your SEO partner, you’ll have the peace of mind that everyone who works on your account knows and understands:

  • Restrictions on financial advertising and targeting
  • How to navigate through financial marketing compliance, disclosures, regulations, and guidelines (all hail the asterisk)
  • How to develop long-lasting relationships with customers
  • How to best position your firm’s brand in a crowded marketplace

If you want more customers while optimizing your marketing costs and increasing revenue, it’s time to see what Blue Corona can do for your firm. Ready to begin? It all starts by contacting us here »

  • FREE Competitor Analysis
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    Enter your website to see how you compare to your competition.

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Digital Marketing for Financial Services: Strategies to Increase Leads and New Clients

The best financial services marketing plans include a variety of online marketing strategies and services. Together, they work to increase brand authority, website traffic, leads, and new clients. See the services we recommend below, and we can't wait to help your financial company grow!

  • internet marketing company
    This is step one. With a thorough competitive analysis from Blue Corona, we will identify your practice’s Strengths, Weaknesses, Threats, and Opportunities from a digital marketing perspective—including actionable insights you can take to close any gaps and get ahead of your competition. We’ll provide custom-tailored recommendations for how you can improve your online presence and performance.
  • Attract, acquire, and engage your customers through the creation and distribution of relevant and valuable content, including landing pages, financial blog posts, e-books, email newsletters, white papers, and more. Our professional, U.S.-based writers will grow your online presence and establish you as THE financial services authority.
  • Looking for a cost-effective way to grow your financial services practice? For every $1 spent on email marketing, $44 is made in return. According to Forrester, 46% of millennials said their financial services provider does not send marketing materials that are relevant to a future financial need. Turn that around by sending personalized financial planning tips, budgeting infographics, and monthly newsletters.
  • 68% of Americans are on Facebook. However, financial services advertising on the platform is complicated because of numerous targeting restrictions and compliance regulations on the financial industry. We are absolute Facebook advertising experts and can work through Facebook’s restrictions to create low-cost, high-reward campaigns.
  • Do you know how well your website is converting leads into lifelong clients? Our conversion rate experts will implement tests to improve your visit-to-lead conversion rates. We’ve helped companies in the financial industry double, triple, and even quadruple their website conversion rates.
  • Mobile banking is a necessity, and 48% of people cited a website’s design as the number one factor in deciding the credibility of a bank or financial firm. Our financial services website design agency specializes in compliant, mobile-friendly financial services websites that have high conversion rates.
  • For B2B marketing, LinkedIn is the perfect platform. LinkedIn’s B2B audience has 2x the buying power of the average web audience, and four out of five LinkedIn members drive business decisions. Connect with them through LinkedIn advertising. Learn more about this incredibly targeted way to put your message in front of key decision-makers today!
  • 97% of online experiences begin with a search engine, but 41% of clicks go to the top 3 paid ads on the search results page. Pay per click is a great way to drive more (qualified) visitors to your website and get more leads—FAST! The best part? The financial services industry has the best average conversion rate for search ads at 7.19%.
  • Want to get more earned traffic, leads, and new clients? Start where 97% of online experiences start—with search engines. Grow your long-term authority and get more qualified website traffic, leads, and sales with search engine optimization (SEO).
  • 81% of US adults have at least one social media profile, and you need a social media marketing company that understands financial services targeting and audience regulations on the platforms—like us. Start your social media marketing campaigns—including Facebook, Twitter, Pinterest, Instagram, and more—today.
    • A video is 50x more likely to rank organically in the search results than text pages, and consumers now watch up to 6 hours of digital video per day. What are you waiting for? Enhance your website, differentiate your brand, and get more leads with online videos!
  • Want 100 verified reviews in 10 days? We’ve done it for our clients and can do it for you. Review Us Now is our proprietary software that allows you to get reviews on your website and external sites in three simple steps. Ask for your free demo today!
  • In an industry where customer relationships are key, you need a customer service team that can convert and upsell customers over the phone. We know how to harness the power of call monitoring to vastly improve customer service experiences and greatly increase your return on marketing investments. Our team can help your company extract the most value possible from every phone call.
  • No matter your firm’s size or location, a strong, effective, and cohesive brand strategy and design help to convey your company’s quality, credibility, value, and experience. When it comes to marketing your products and services, those that have a strong brand hold an enormous competitive advantage.
  • Does your company have an in-house marketing team but still feel lacking in the mastery of digital marketing and SEO? Whether you’re the marketing manager at an enterprise-level financial services institution, own a small financial services practice, or head the marketing team at a major lending company, custom-designed strategy and analytics consulting may be just what you need! Contact us and mention you need consulting.
  • If you’re a local financial services practice, local SEO is a necessity. Why? Because 97% of consumers go online to find local services. How do you connect with them? With local search engine optimization (SEO) from one of the best local SEO companies in the nation. Your customers are searching for your business—let Blue Corona help them find you.
  • website chat services icon

    Blue Corona Chat is a website chat service that makes customer communication simple—for both you and your customers. With both Artificial Intelligence-based and live chat capabilities, you can take a customized hands-off or hands-on approach, allowing you to free up your CSRs’ time while still providing instantaneous customer service.

  • Every business has had situations where customer service representatives accidentally lose a lead. Have you ever wondered how much revenue you’ve lost from those dropped leads? With Blue Corona’s Lead Recovery services, you can make the most out of your existing lead pool and therefore take full advantage of your marketing spend.

image of our financial marketing agency works by specializing in the finance industry

Why Digital Marketing for Financial Services Is the Best Strategy to Increase Revenue

Get Found, Get Noticed, and Get Leads

Digital access to financial services is a top priority for consumers, so much so that 46% of consumers only use digital channels for managing money. Are you appealing to your digitally savvy target audience? To make your company THE authority in your market you need a cohesive digital strategy that connects with finance customers on their desktop computers and mobile devices. Below you’ll find the components that create the best financial services marketing plans, starting with your website.

Website Design for Financial Advisors and Financial Services Firms

Your website should be the central hub of activity for all your marketing efforts, and it needs to live up to financial consumers’ modern, digital expectations.

part of financial marketing services is website design - 83% of consumer judge you based on your financial website design

By 2025, $16 trillion in assets are expected to be managed with the support of robo-advisory services. That means that if you want to acquire and keep customers, you need to provide an online experience on par not only with the best robo-finance apps out there but also with the best website experiences they’ve had lately. If you don’t, you’ll have a hard time acquiring and keeping new customers.

The best financial services websites provide consumers a window into their financial health as well as provide the services they need at the moment they need them. They’re also fast, secure, mobile-friendly, and most importantly, they’re coded in a way that makes it easy for the search engines’ software to find, crawl, and index. At Blue Corona, our webmasters specialize in coding financial services websites and landing pages that are not only visually appealing but also highly optimized for search engines—allowing your firm to get more traffic, leads, and booked appointments from the internet.

  • FREE Competitor Analysis
  • want to outrank your competitors?

    Enter your website to see how you compare to your competition.

  • Try it - it's FREE!

Financial Services SEO & Content Marketing

IMPROVE Organic SEARCH RANKINGS with SEO for Financial Advisors and Financial Services

Consumers are not only looking for your services, but they’re also looking for answers to all their financial questions. That means you need to show up in the top of the organic search results for queries like “Should I open an IRA Roth” and “How to improve my credit score.” To rank well organically, you must establish and promote yourself as the financial services authority in your market. Ranking well on Google, Bing, and Yahoo requires three things:

1. First, your website needs to be fast, secure, and mobile-friendly. More than 40% of online users will hit the “back” button if a website takes longer than three seconds to load. Not only that, but search engines favor websites that are fast, secure (HTTPS vs. HTTP), and mobile-friendly.

2. Second, you need a data-driven content strategy with unique, relevant, high-quality content your customers crave. Google ranks web pages individually, not websites as a whole. Our content marketing team never runs out of creative financial services marketing ideas and has extensive experience writing online content (including financial services blogs, postcards, landing pages, press releases, email newsletters, ebooks, and more) specifically for financial services companies—so you won’t have to write a thing.

image of search results for a financial services marketing agency

3. Third, you need to promote your site to other relevant and authoritative websites and get them to link to, reference, and cite you as an authority. Unlike other SEO companies, you’ll never have to worry about us building spammy links that will get you penalized by Google!


search results for financial advisor from our financial services digital marketing agency

Proximity and convenience are huge factors when consumers consider financial services (see image above). These local listings often appear before the organic listings, leading to better click-through rates for your company from potential customers.

As an award-winning SEO company, we understand that the more listings you have on the first page of search results—including local listings, organic listings, and paid listings—the better. Our local SEO services can increase your visibility for geographically related searches.

Pay Per Click Advertising (PPC)

When it comes to financial services ads, we always recommend investing in both pay per click (PPC) and SEO services. When you hire Blue Corona for PPC management, we handle it all—from keyword discovery to bid management; from ad copy creation to ad split testing; from pay per click call tracking to landing page optimization; we take care of everything and report the results to you monthly.

ppc is part of financial services digital marketing

Investing in PPC, content marketing, and SEO, as well as local SEO, is the most effective way to get more leads and sales from the web as well as maximize your company’s online real estate. When you have a paid listing, local listing, and organic listing for a given search query, you greatly reduce the chance of someone clicking on one of your competitor’s links!

Our Financial Services Marketing Agency Shows You Your True Marketing ROI with Advanced Analytics & Tracking

If you’re like most advisors, you don’t have the time or resources to waste on ineffective financial services advertising strategies. That’s why our financial services marketing consultants accurately measure and track each and every advertising campaign (from pay per click to SEO to email newsletters and more) to find out which advertising and marketing strategies work and which should be changed or eliminated.

But don’t worry! You won’t receive loads of reports or spreadsheets to analyze! We understand that you’re busy running your business and you simply don’t have time for that. That’s why we’ll also analyze your data and give you actionable recommendations to measurably improve your performance.

At Blue Corona, our marketing analytics services include:

  • Ad tracking and measurement
  • Custom research and analysis
  • Phone call tracking and recording
  • Conversion rate optimization
  • Google Analytics consulting
  • Website analytics and tracking
  • And more!

Accurate measuring and tracking is truly the first step in marketing online so you can quantify your financial marketing investments.


Digital Marketing Services FAQ

What is digital marketing in financial services?

Online marketing is an umbrella term for all financial marketing and engagement activities done online. The role of digital marketing is to help you get found, get noticed, get leads, and then turn those leads into sales and returning customers.

Why should financial advisors invest in digital marketing?

About 97% of consumers in the U.S. go online to find local financial services. If you want to connect with these customers and increase leads and new clients, you have to meet them where they spend their time—on the web.

What financial marketing services do you provide?

We provide full-suite financial digital marketing, SEO, website design, PPC, social media, email marketing, instant chat services, analytics and tracking, video marketing, and branding.

Which online marketing services are best for my financial services company?

Most financial services businesses will need website design services, SEO, and pay per click as a foundation. A competitive analysis of your landscape will then determine which digital marketing services would benefit you the most.

How much does digital marketing cost?

Depending on the services package you choose, financial marketing can run anywhere from $2,500 to over $10,000 per month.

What is inbound marketing?

Inbound marketing refers to financial marketing strategies that attract or pull prospective clients/customers at an exact moment of interest or intent. Inbound differs from outbound because marketing strategies such as billboards, cold calling, direct mail, print, radio, tradeshows, TV, etc. that interrupt (often uninterested) people by pushing (typically unwanted) messages to them.

What is your reporting and communication process?

We generate monthly reports for clients and have a reputation for responsiveness and attention to detail. We will establish reporting and communication expectations during our intake call.

15:1 ROI from Digital Marketing by Blue Corona

Why We're Different from Other Financial Services Marketing Agencies

Why are we different from other financial marketing companies? We’ve helped advisors and financial services institutions all over the USA and North America—and we can help yours, too. At Blue Corona, we try and let our clients speak for us. Take a look at our finance marketing reviews and hear straight from professionals just like you why we are the best financial marketing company for your needs.

Done that? Great! Let’s get down to the details. Above all, everything we do comes from the perspective of a business owner, and we treat your business like our own. We can also offer you a few guarantees other companies can’t:

  • You don’t have to worry about long-term contracts. We won’t handcuff you for a specific amount of time. Ever.
  • You’ll own every single deliverable, from your website to your content. Some digital marketing companies won’t let you keep your work when you leave. Not us.
  • You’ll optimize your marketing costs. Everything we do is tracked, measured, and analyzed for improvements. This lowers your costs and increases results.
  • You get the peace of mind that we will bend over backward for you. Digital marketing is a long-term investment, which is why we believe in building partnerships, not acquiring clients.
  • You get a dedicated account manager to be your guide, as well as a support team that includes an analyst, web designer/developer, and a dedicated (U.S.-based) copywriter.
  • You get detailed monthly reports (you can actually understand) that connect campaign performance to your bottom line.

Our Happy Clients

"Blue Corona has been our marketing agency for over a year now. They have provided great services and strategies for accelerating our business growth. Most importantly, they are willing and able to adapt our marketing strategy to help us succeed in our industry. Our account manager has been awesome! She is and has been such an asset to Reliable Power Systems."

De’Tavius Ross,
Reliable Power Systems

"Since working with Blue Corona our lead quality and profitability have skyrocketed! They give you advice on what is best for you rather what would line their own pockets. I have also been impressed by the quality of services (ad copy, amazing web design) and constant communication and tracking Blue Corona offers. Our account manager is truly a pleasure to work with. She is great at setting expectations and delivering results. I have worked with many marketing agencies and have...

Tracy Valgento,
Penguin Air, Plumbing & Electrical

"We have been partnering with Blue Corona for a couple of years now, and we are very pleased with the results. From the initial phase of learning our company's challenges and needs to the development of an effective online marketing strategy, working with the entire BC team has been a pleasure. The results have been tangible, and we're seeing an increase in leads and website visits across the board. One important asset BC brings to the table is their team's...

Michael DiFabion,
DiFabion Remodeling

"I’m very happy with the progress of Blue Corona’s SEO and pay-per-click campaigns for my garage door business. Blue Corona has helped improve our online visibility and generate more leads."

Bill McCormick,
Overhead Door of Indianapolis

"I've been with Blue Corona for over a year now. Hands down one of the best decisions I made for my business. The improvements they've made to my website, SEO, and general lead flow are so much better than previous companies I've worked with. One of the main reasons I chose them is they made decisions based on data and facts. Everything we do is measurable and they hold themselves accountable to the goals we collectively established. While all of...

Brian Zimmerman,
Zen Windows – Charlotte

"The switch to Blue Corona for our digital marketing needs was the best switch our team ever could have made. Our account manager is the best. She and her team are constantly staying a step ahead of industry trends and keeping us informed of best practices for our brand. We have seen tremendous results in a short time since beginning our partnership with Blue Corona, and we look forward to a long and fruitful relationship with their phenomenal team."

Raven Love,
Robin Aire

"I work for an Ohio HVAC, plumbing, electric, and indoor air quality company. Blue Corona has been nothing but helpful. We've used their services for several years and never had any issues. They've helped us improve PPC, SEO, social media, Local Services ads, and anything in between. I would 100% recommend using their services."

Jenell Marsek,
Blind & Sons

"Blue Corona has proven to be an integral marketing partner for our team. They handled our website revamp, as well as have continued to work with us to optimize our SEO, create campaigns, and evaluate our lead volume. Not only have we appreciated their professionalism, but we are so thankful for their assistance in facilitating our online growth."

Jennifer Jacob,
Jacob Heating & Air Conditioning

"I've been a business owner for seven years and have spent a lot of money with numerous digital marketing companies. My experience with many of them has been akin to burning money. Working with Blue Corona has been the exact opposite experience--more like printing money than burning money. They created a really nice-looking website for my company and, month by month, they add new content, which drives more and more traffic. And of course, there is much more being done...

Brad Blavat,
Zen Windows – Milwaukee

"Working with Blue Corona has been such a seamless process. They are efficient, creative, and extremely responsive. I have worked with numerous companies in the past and they are by far superior."

Christina Horner,
HELP Plumbing, Heating, Cooling and Drains
7595 Rickenbacker Drive
Gaithersburg, MD 20879
North Carolina
1401 Central Avenue, Suite 200-F
Charlotte, NC 28205