Best Financial Digital Marketing Companies

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Digital Marketing for Financial Services Agency Hiring Guide

What is a digital marketing agency for financial services?

A digital marketing agency for financial services specializes in promoting companies and products within the financial industry.  

According to research, 90% of loan and mortgage consumers, 85% of check cashing consumers, and 76% of tax return preparation consumers start their journey with an online search, which is why it is important to hire a quality digital marketing agency to create your online presence. 

What services do financial digital marketing companies offer?

Finance marketing agencies provide services like digital strategy and reporting, digital marketing, PR, social media marketing, SEO, etc. These agencies have different marketing strategies tailored to the specifics of the financial market and their clients' niche, such as hedge funds, local or global banks, financial advisors, and others.  

More broadly, financial digital marketing companies offer services based on the marketing mix, also known as the 4 Ps of marketing: product, price, place, and promotion.  

  • Product: understanding the financial client's product and its qualities, and helping the client successfully promote and sell it. 

For instance, US Global Investors needed a full launch strategy for its new exchange-traded fund (ETF) space, and it contracted ARRO Financial Communications. The agency launched a PR campaign to promote the new product, boasting its advantages on Fox Business, ETF Trends, and other media. The client's ETF space now has $2.15 billion in assets under management. 

  • Price: determining how much the customers are willing to pay for a financial product or service. 

When UniTeller launched a new subsidiary, it wanted to grow annual transactions and reduce cost per transaction. A digital marketing company for financial services, CSTMR, helped its client promote the new product the right way, ensuring that the customers are ready to invest in it. As a result, there was a 77% increase in conversion rate year over year, and cost per registration decreased 28% year over year. 

  • Place: finding the right locations for promotion, both online and offline. 

A financial digital marketing agency called Austin Williams helped its client, Hope Credit Union, attract new leads and members by promoting the brand via strategically placed billboards, radio, social media, and paid ads. The campaign resulted in 5,800 new leads, 4,300 new members, and $16.7 million in new member deposits. 

  • Promotion: communicating the right marketing message on the right channels. 

Cambridge Global Payments contracted Curios Cat Digital to develop an inbound marketing strategy to increase the number of leads. The agency developed SEO-optimized blog content and landing pages to attract the right audience to the client's website.  As a result, the client's website traffic increased 44% year-over-year (YoY), UK blog sessions increased 488% YoY, and there is an average of 20 leads per month coming from the web. 

Why should you hire a digital marketing agency for financial services?

You should hire a digital marketing agency for financial services because of the following benefits: 

  • Financial market expertise: financial marketing companies know the specifics of the financial market — i.e. the differences between the equity and foreign exchange markets and their audiences — and can tailor the campaigns to the right people using the right channels. 
  • Proven marketing strategies: digital marketing agencies for financial services have successfully delivered projects for other financial companies and know tools and strategies that bring the best results in that industry. 
  • Multi-channel campaigns: financial digital marketing companies have teams of experts that specialize in different fields of marketing, and a single agency can create campaigns for various channels, including social media, paid ads, search engine optimization, offline promotion, media, etc. 

An example of a successful financial marketing agency project is Goldmine Media designing a new website for a venture capital company called DN Capital. After the launch of a responsive WordPress website with custom blog content, the number of users increased by 467%, the average session duration was up by 246%, and the bounce rate was reduced by 107%, which are some of the benefits you, too, can reap by hiring a digital marketing agency for financial services. 

How much does a financial digital marketing company charge for its services?

Financial digital marketing companies charge between $2,500 to $12,000 per month depending on the complexity of the marketing project, goals, and timeline. Here are some typical price ranges for different kinds of financial digital marketing projects: 

  • Financial website design: $2,500 to $100,000 per website 
  • Search engine optimization (SEO): $1,500 to $5,000 per month 
  • Financial content marketing: $2,000 to $10,000 per month 

The top 50 digital marketing agencies for financial services on DesignRush charge an average of $115/hour. Roughly 27.3% of the financial digital marketing companies on DesignRush accept projects with a minimum budget of less than $1,000, while 0.4% have a $50,000+ minimum budget. 

How do I choose the best financial digital marketing company and services?

Before choosing a financial digital marketing company, you should first determine the type of digital marketing team you need: 

In-house marketing team — if you plan to build a long-term strategy and want people who will collaborate closely with the rest of your firm. The costs of an in-house team are higher compared to outsourcing an agency or a consultant due to having to invest in the hiring and onboarding process. 

Financial digital marketing company — if you want quick results (no long hiring and onboarding process) and proven expertise in different areas of financial marketing. 

Financial marketer consultant — if you need a new marketing strategy or approach and someone to analyze it and suggest changes but not deliver the actual campaigns. 

Then, based on your company's needs, it is important to: 

  1. Know your marketing goals: Define if you want to focus on upselling services to existing customers, attracting new customers, or both. You’ll also need to know your target audience. 
  2. Find the right expertise: Depending on your target demographics (e.g., millennials looking for a credit card plan, car insurance clients, etc.), you may need to prioritize advertising on certain online channels. Pick a financial marketing agency that has expertise in the service you need, like financial media advertising or social media marketing. 
  3. Set a budget: Determine the amount you can invest in financial marketing, including organic and paid campaigns, SEO, and other methods. 
  4. Review agency experience: Ask for a portfolio of relevant work for financial companies, case studies, reviews, or clients you can contact for feedback. 
  5. Ask about the strategy: Find out how the agency plans to create a custom strategy to meet your goals. 
  6. Inquire about analytics and reporting: Ask the agency about the tools it uses to track search engine rankings, submitted forms, paid ad revenue, etc. and how often you can expect to get progress reports. 
  7. Interview: Set up interviews with prospective financial marketing agencies to discuss the project in detail and check if they are a good fit for your team.  
  8. Ask for proposals: Send a request for a proposal (RFP) to the shortlisted marketing agencies for financial services. 
  9. Make a decision: After reviewing the RFPs, choose the best-suited agency and establish all project development processes. 

If you need a custom-made list of marketing agencies for financial services, contact us. Our team will match you with the most suitable agencies based on your list of requirements. You can browse our Marketplace for more details. 

What questions should I ask a financial digital marketing agency before hiring one?

You should ask a financial digital marketing company questions about its relevant financial industry experience, the types of services it provides and recommends for your business and the approach it will take to delivering your marketing campaigns. 

These include the following: 

Its Relevant Background 

  1. How many years of experience do you have in financial digital marketing? 
  2. Do you have a portfolio of relevant financial marketing projects? 
  3. Are you able to advertise through major financial media like CNBC, Forbes, Wall Street Journal, etc.? 
  4. Do your team members have relevant marketing certifications like HubSpot, Google SEO, Meta Digital Marketing, and others? 
  5. Do you work with any other financial companies in our area? Will there be a conflict of interest? 

Company Services and Processes 

  1. How do you make clients stand out from the local competition?  
  2. How do you promote financial expertise for a specific niche? 
  3. What social media channels do you cover in your financial marketing campaigns? 
  4. What is your content strategy? How many blog posts per month can you deliver? 
  5. What kind of branding services do you provide? 
  6. What is your SEO strategy to help a website rank higher? What results can you guarantee? 
  7. What does your email marketing strategy entail? How often do you send out newsletters and promotional emails? 

The Project 

  1. How do we define project milestones? What happens if they are not met? 
  2. How many people will be on the project? What are their roles? 
  3. What metrics will you use to define the success of this financial marketing campaign? 
  4. How often will you provide us with status reports and relevant metrics? 
  5. What is the expected deadline to successfully deliver the campaign? What happens if the project is late? 
  6. What is the planned budget? Are there any additional costs we can expect? 
  7. What kind of support can you provide after the project is finished? 

What are the best digital marketing agencies for financial services in the U.S.?

According to DesignRush and Google reviews, the top 5 digital marketing agencies for financial services in the US are: 

  • CSTMR 
    • 5.0 stars on Google (7 reviews) 
    • Top clients: AccessOne, Lending Tree, SELFi, UniTeller 
  • ARRO Financial Communication 
    • Top clients: Allianz, Cambria, CoinDesk, US Global Investors 
  • Indigo Marketing 
    • 4.8 stars on Google (19 reviews) 
    • Top clients: Calamita Wealth Management, Taxable Wealth, Blackbridge Financial, Point Wealth Management 
  • Austin Williams 
    • 4.2 stars on DesignRush (2 reviews) 
    • 5.0 stars on Google (11 reviews) 
    • Top clients: FirstCapital Bank of Texas, BNB Bank, Hudson Valley Federal Credit Union, Provident Bank 
  • Media Logic 
    • 5.0 stars on Google (3 reviews) 
    • Top clients: Visa, Chase, Zions Bank, Credit Union ONE 

Discover more about these and other digital marketing for financial services companies. All of these were carefully selected based on successful projects, industry reputation, customer reviews, and team expertise. Personalize your search and sort companies by location, budget size, hourly rates, and reviews. 

About The Author and Expert Reviewer
Bisera Stankovska developed marketing-related content for LeanRank, Content Distribution, and Ridarec. She has numerous high-ranking articles under her belt, alluding to her expertise in the field. She now writes for DesignRush, still focusing on marketing with a touch of SEO.
Mariana Delgado is a renowned marketing expert with an extensive background spanning over ten years in digital marketing, sales management, search, and video advertising. She has led campaigns with a stellar 5:1 ROAS and worked at consulting giants like PwC and Deloitte. Her influence at DesignRush led to an impressive 200% growth in organic traffic, pushing the visitor numbers beyond the 500,000 mark.