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Digital Marketing For The Financial Services Industry

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Reach Customers Early In Their Financial Journey

Consumers do a lot of research online before making financial decisions. And digital marketing is your key to connecting with them as early as possible during that journey.

Effective digital marketing campaigns need to attract, educate, build trust, and of course convert leads – all while meeting compliance guidelines and security requirements.

From eye-catching ads to informative content directed at consumers in the research phase, we develop creative digital marketing strategies that bring the right customers to your door.

We Understand Your Financial Services Industry Challenges

Meeting High Customer Expectations

Customers expect financial services to be mobile, personalized, easy to use, and backed by amazing customer service. The challenge is consistently delivering above and beyond expectations.

Holding On To Your Customers

Easy access to financial services has made customer loyalty increasingly scarce in the industry. If your customers aren’t engaged and happy with your services, don’t expect them to stick around.

Competing With FinTech

FinTech is disrupting the financial sector and companies need to adapt. FinTech companies are attracting more and more consumers over traditional banks thanks to innovative solutions.

Protecting Against Cyber Security Threats

Financial services firms are big targets for cyberattacks. Robust security measures are a must, but keeping users safe also requires keeping them educated.

How We Market Your Business

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SEO (Search Engine Optimization)

The right SEO strategy builds trust and makes sure consumers find you while researching financial products and services. Through our SEO services which include keyword research, on-page optimization, link building, and content creation we connect you to consumers during their research phase to:

  • Educate customers with content marketing. Publish articles on topics of interest like financial planning and wealth management, or articles to update customers on cyber security threats and keep them safe.
  • Target keywords that are relevant to your potential customers early in their journey.
More About SEO

PPC (Pay-Per-Click) Advertising

PPC campaigns are a proven way to build brand awareness and attract qualified leads. Whether on search engines, the display network, or social media platforms, we create highly targeted ads that drive traffic and bookings. We might consider a strategy to:

  • Build customer trust by investing in paid ads that reinforce your commitment to security and data protection.
  • Target FinTech related keywords for paid ads to prove relevance while consumers are researching.
More About PPC
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Web Design

Your website needs to be easy, accessible, and innovative to convert researchers into customers. We create visually appealing, user-friendly websites that engage visitors and drive conversions.

  • Create a painless UX so customers can easily access what they’re looking for.
  • Track website analytics to identify opportunities for improvement and optimization.
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Email Marketing

Email marketing is still one of the best tools to keep customers engaged with your brand. We develop personalized email campaigns that keep customers informed and promote new products in your brand voice.

  • Use data analytics to understand customer preferences and personalize email marketing efforts.
  • Implement highly segmented marketing campaigns to best communicate with customers based on their needs.
  • Focus your email marketing efforts on keeping customers engaged and updated with new products and services.
More About Email Marketing
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Boost Growth For Your Financial Services Business

Creative digital marketing strategies are how customers find you online during their research. They’re how you stay relevant in the face of fintech and keep your customers engaged. We navigate compliance guidelines to create strategies with fully transparent reporting and ROI.

Intuitive Digital approaches all projects with our three-step process: Discovery & Strategy, Execute and Evaluate & Accelerate.

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Driving Credit Union Growth

Valley Credit Union came to us with a clear goal of boosting membership and deposits. We developed a new approach rooted in paid media to connect with a wider audience and reignite interest in certificate of deposits (CDs).

At the same time, we revamped our SEO blogging strategy to focus on driving membership growth. From June to October 2023 our paid media campaigns saw a 357% increase in conversions. Meanwhile, our SEO efforts lead to a 265% increase in blog views.

Want to learn more about marketing for credit unions? Check out our blog, The Ultimate Credit Union Marketing Playbook.

How'd you do it?
Illustration of a laptop and smartphone displaying the Valley Credit Union website homepage, featuring a scenic beach photo and information about a CD Special offer.

Why Work With Intuitive Digital

Choosing Intuitive Digital means partnering with experts who understand the intricacies of the financial services industries. But we’re also fun people! Here are just a few reasons why you’ll enjoy working with us:

Industry Expertise

With years of experience marketing within the industry, we know what works for financial services companies.

Proven Results

Our track record of success is a testament to our effectiveness. Check out some of our featured projects.

Values Driven

Intuitive Digital was founded with four core values that we still use today: Build long-term relationships, Do what’s right, Create fun, and Continuous improvement.

Certified B Corp

We believe in people and the planet before profit, and we love working with organizations that share that value. To expand our values-driven culture, we have been a certified B Corp since 2020.

Intuitive Digital Guarantee

We promise to provide clarity, transparency, and responsiveness in everything we do for you. Otherwise, we will waive the 30-day cancellation policy and work with you to transition to another agency at no cost.

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Digital Marketing To Drive Conversions

Let’s talk about the best digital marketing strategies that educate and engage while leveraging data analytics to provide the personalized experience your customers expect.

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