financial digital marketing

Financial Digital Marketing Strategies That Work | North Shore Digital

In the digital age, it’s more important than ever for financial companies to have a strong online presence. Consumers are spending more and more time online, and they’re using their smartphones and other devices to research products and services before making a purchase. If you’re a financial institution or provider of financial services, it’s essential to have a digital marketing strategy that will reach your target audience and generate leads and sales.


In this blog post, we’ll discuss 10 financial digital marketing strategies that work.

1. Content marketing:

Produce high-quality, informative content that will help educate your target audience about your products and services. Use SEO keywords to ensure that your content is easily found by consumers who are searching for information online.

2. Social media marketing:

Use social media platforms like Facebook, Twitter, and LinkedIn to connect with potential and current customers. Share your content, run ads, and hold contests and giveaways to promote your brand.

3. Pay-per-click (PPC) advertising:

PPC ads are a great way to generate leads and sales. Place ads on Google, Bing, and other search engines, and make sure to target your ads to consumers who are in your target market.

4. Email marketing:

Email is still one of the most effective digital marketing channels. Send out informative newsletters, product announcements, and special offers to your email list. If you’re an agent or advisor for a large financial services company that sends out regular emails, you can often re-purpose emails you receive, and share this info with your clients in an email.

5. Search engine optimization (SEO):

Use SEO to ensure that your website and blog content are easily found by consumers who are searching for information online. Use relevant keywords, and make sure your website is mobile-friendly. Local search is one of the best ways for businesses in the financial services industry to grow their business online.

6. Affiliate marketing:

Partner with other businesses and websites in your industry to promote your products and services. You can pay them a commission for every lead or sale that they generate. Often times by joining local business groups offline, like a BNI Chapter, you can partner with other professionals in the financial services sector that are mutually beneficial.

7. Referral marketing:

Encourage your existing customers to refer your business to their friends and family members. Offer them a discount or other incentive for every new customer that they bring in. Industry leaders in the financial services market are spending big bucks on referral fees, so get creative and find a way for your financial services firm to offer incentives for existing and potential customers.

8. Online Reviews:

Make sure that your business is listed on popular review websites like Yelp and Google My Business. Encourage your customers to leave reviews, and respond to both positive and negative reviews in a professional manner.

9. Local SEO:

If you have a brick-and-mortar location, make sure you’re using local SEO tactics to reach consumers in your area. Use local keywords, and list your business on Google Maps and other online directories.

10. Ensure your website is up-to-date:

Keep your website content fresh, and make sure all of your contact information is up-to-date. By regularly checking that the links to your phone number, email, or intake forms are working, you’ll ensure you never miss a lead. This is such an important component in a digital marketing strategy, that we’ve written a whole blog dedicated to website best practices for financial services. If your website looks like something from your 90s time capsule, let’s review it together and modernize it.

Ready to Take Your Digital Marketing Strategy to the Next Level?

Financial institutions and financial services companies need strategic digital marketing to grow their customer base. When you work with a financial services marketing agency, you get access to a highly specialized financial marketers to help you stand out in the financial sector, manage all the marketing channels you need to promote your company website. We strive to have the best customer satisfaction, and work with many financial companies to help them reach their target audience. We specialize in digitization, getting found online and boosting referrals for financial advisors.

Marketing Financial Services Online

Generate leads, drive website traffic, and build brand awareness for your financial brand. Internet users are just waiting to find you in the search engines. If you’re a financial advisor or financial service company that wants to grow by working with marketing teams that have a proven track record with growing financial organizations, contact us today to see if our marketing plans are right for you.

About North Shore Digital

North Shore Digital is an award-winning digital marketing agency based on the North Shore of Vancouver. We are specialists in getting financial advisors found online, boosting referrals and digitizing their business.

What makes us stand out is the integration of our website marketing services: web design, SEO, content marketing, analytics and online coaching for financial services companies.

We have worked with 2 major MGAs (Managing General Agents) including being the digital marketing strategic partner of HUB Financial. We regularly present on webinars to HUB’s 6,000+ Canadian financial advisors.

As a financial services marketing agency, we’ve ran campaigns for wealth management, life insurance, health benefits, and other insurance services. 

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