Financial Services Marketing

FinServ = Constant Pressure

Marketers and communications professionals in financial services are facing significant new challenges. Among them: ever-escalating customer expectations; a flurry of potential new marketing technologies; a big move from written content to video; and on the retail side, the huge impact of customer ratings/reviews.

We work with many iconic financial services organizations to assess, analyze, improve, and optimize their marketing and communications initiatives.

Everything You Need and Nothing You Don’t

We’re not another one of those “FinServ agencies” that want to take over your marketing from soup to nuts, including branding, design, tactics, and execution. At Convince & Convert, we’ve worked with enough financial services marketers to know that you and your team are likely to be smart, progressive, motivated, and at least a little bit frustrated. You know you CAN succeed, and take your marketing and comms to the next level. We know it as well.

We’re here to help, by creating a roadmap of success that YOU can implement, not one that we will execute on your behalf.

We are a strategy and operations planning consultancy that works with FinServ companies to create and codify 18-month digital communications overhauls, with corresponding playbooks that you can use to guide your work.

Problems We Help You Solve

  • Attribution modeling and marketing measurement
  • Declining engagement with social media and digital content
  • Declining ability to reach prospects via email, social media
  • Immature or unsuccessful influencer marketing programs
  • Challenges of how to create impactful company-wide social media and content calendar
  • How to manage ratings and reviews
  • How to successfully manage social media customer care
  • Uncertainty about which marketing technologies are worth the spend
  • Uncertainty about percentage of content that should be video
  • Uncertainly about whether to create a podcast
  • How to successfully staff digital marketing
  • How to create separate digital marketing approaches for retail and B2B cohorts

We’ve Helped These Financial Services Marketers

Our clients and case studies speak for themselves, but in the past 24 months we’ve helped these organizations boost the effectiveness and impact of their digital communications programs:

  • Exeter Finance
  • Farm Credit Canada
  • Fidelity
  • Motley Fool
  • Premier Bankcard
  • U.S. Bank
  • Vantage Retirement Plans

Strategies We Deliver

Many of our best programs for FinServ are rooted in deep audience analysis and journey mapping, to help you see which stories, channels, and calls-to-action most deeply resonate with your key constituencies.

Specific strategic plan and operations roadmap programs include:

Digital Marketing Audit and Strategy

Content Marketing Audit and Strategy

Social Media Audit and Strategy

Email/Messaging Audit and Strategy

Website(s) Audit and Strategy

Customer Experience Workshops

FinServ Content Marketing Creation

In addition to developing strategic plans and operational playbooks to boost the impact of your digital marketing, our team also creates reports, social graphics, webinar series, video series, podcasts and more. Whether it’s short form or long form, we can help you create the content you need to exceed your  objectives.

Need a Webinar series? We can do it. Need a custom research report + Webinar + reaction videos + infographic + social teaser graphics? We’ve got you covered. We can even create and produce a podcast for you.

See our opportunities guide for a snapshot of what we can do, but we’d prefer to put together a custom solution for you.

See more about our content marketing creation services. How can we help you?

Speak to a Convince & Convert Strategist

Let's schedule a call to chat about your marketing goals and challenges. Simply fill out this form and a Convince & Convert strategist will get back to you within 1 business day (or sooner) to schedule your call. We can't wait to chat with you!