Sarah BlocksidgeAuthor: Sarah Blocksidge
Updated on 05/15/2024

Whether you’re a small bank building up your business to local residents or an owner of a credit union who wants more large corporations to know about all your benefits, finance is a field where an effective marketing campaign is essential.

How else will potential clients know that your services are the best fit for their needs? From private practices to corporate-scale businesses, our team at Sixth City is ready to use our years of knowledge and experience to provide a definitive guide on how to promote your company’s key attributes to ensure you get the clients and revenue you want.

Let’s take a look at the key tips and strategies that our agency recommends for your field, as well as all the ways we can help educate your business as your dedicated finance digital marketing company.

“John was someone who came highly recommended to me for digital marketing and SEO. To my surprise he was easily accessible for a telephone appointment. Although I expected his knowledge of SEO to be far beyond mine (it is) he was also able to speak to me at a level I could understand. He seemed interested in making clear how he could help me and not overpromising. He seems to be a much more straightforward marketing asset that I am used to dealing with. Thank you, John!” – Brandon Shroy, Attorney at Law

Frequently Asked Questions About Digital Marketing for Finance Services


Wanting some additional information on digital marketing and SEO for financial companies? Luckily for you, we’re here to assist.

Let our team help by answering some of our most frequently asked questions:


What Is Digital Marketing for Finance Companies?

Digital marketing encapsulates a variety of creative initiatives and channels used to market products and services for a company. Some of these tactics can include SEO, social media, pay-per-click, website design, and more.

When a digital marketing campaign is implemented effectively, it can result in leads in the form of potential customers, as well as an overall increase in revenue for your business.

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Why Do Banks Need Marketing?

Banks range in personality and benefits from one location or city to another, making yours different from the one next door. Because of this, we would recommend that you highlight key features of your business through diverse channels to ensure that you gain the conversions, clients, and ROI you want.

Targeted audiences are key to getting qualified leads and genuine inquiries. From our years of experience working with a diverse array of clients, we can conclude that if you zero in on the target audience appropriate for your location and services, you can deliver the best results for your bank.

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What Is SEO?

Search engine optimization, or SEO, is a facet of digital marketing that includes implementing a diverse array of initiatives to increase search traffic, leads, and overall ranking for your website.

Through the use of high-quality and authoritative copy, enriched by targeted keywords, you can do great things for the health of your website. Along with this, internal linking, competitor research, acquiring backlinks, design for conversion, and other tactics are employed to make your campaign perform at peak levels.

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What Are Keywords?

Keywords are words and phrases that users type into a search engine to find relevant information. Users could be looking for pages, images, videos, or any other information that will answer their search query, generally related to products, services, or answers to questions.

Some general keywords you may target could include “loan vendors near me” or “banks in [your city],” and you could even go after long-tail terms on your blog such as “when should I start saving for retirement?” or “what is a Roth IRA?”

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Are There Different Types of SEO?

Yes! While all forms of SEO work to accomplish similar goals, there are several subsections that focus on key areas. These include on-page SEO for improving a website’s content, off-page SEO for increasing a site’s visibility across the web, technical SEO for improving the speed and usability of a website, and local SEO for targeting a specific region.

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What Is PPC?

PPC stands for pay-per-click marketing. It is a paid form of online advertising in which businesses are charged for each click that a user makes on their ad.

Ads, and the landings pages that they direct users to, are specifically targeted to the audiences who are most interested in your services. PPC differs from SEO, which generates its traffic through what is considered “organic” search rather than paid search, but PPC is an excellent complementary tactic to use alongside SEO to gain the most exposure online for your financial company.

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Would My Business Benefit from Digital Marketing?

Absolutely. Digital marketing is an essential investment for your business that can help you generate more leads, increase overall traffic, and craft strategies customized to your goals. Here are some statistics that can help back up this claim:

finance seo stats

  • 90% of loan and mortgage consumers, 85% of check-cashing consumers, and 76% of tax return preparation customers search online when looking for a reputable provider (Invoca)
  • 72% of finance organizations admit their in-house team isn’t well trained in marketing (Clever Touch)
  • 41% of website traffic to finance websites comes from organic search (Invoca)
  • 82% of marketers at finance firms report that they utilize content marketing (CUInsight)
  • 64% of phone calls to financial companies originate from organic (Invoca)
  • 47% of people looking for financial services view 3 to 5 pieces of content before contacting  (Clever Touch)

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Are There Elements I Can Add to My Site That Can Improve Its Authority?

Definitely. Along with new and refreshed keyword-rich copy from SEO work, your website can benefit greatly from reviews, certifications, and awards. Not only will these elements help to showcase your expertise to potential customers, but they will help Google and other search engines to understand your status in your industry and recognize that you are a valuable resource for users searching for your services.

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What Types of Financial Companies Can Benefit from Digital Marketing?

Wondering if our digital marketing tips for financial companies are right for your business? Here are some examples of financial organizations that can benefit from digital marketing initiatives:

  • Commercial banks
  • Investment banks
  • Mortgage companies
  • Brokerage firms
  • Internet banks
  • Insurance companies
  • Credit unions
  • Loan providers

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6 Winning Strategies for Marketing Finance Companies

At Sixth City, our goal is to help companies achieve the best results. With over 25 years of combined industry experience from our team of experts, we use our knowledge and exposure to help diverse organizations, such as banks and finance companies.

Here are six different methods that our experience and data have shown to improve institutions’ marketing efforts and some of the strategies we recommend to help bolster your online presence:

  • Write unique, helpful, and detailed content that is most relevant and representative of your company for web pages, including blog posts and informational services pages
  • Increase your website’s trust and authority for search engines by building high-quality backlinks to your domain via your partnerships, guest posts, unlinked mentions, and more
  • Read data from Google Analytics and Google Search Console to track improvements and to determine which pages need work
  • Monitor your competition on Google Maps to report any businesses that are breaking guidelines by adding keywords into their business name or collecting fake reviews
  • Highlight your business, offerings, and specials through social channels and to your customized email list
  • If you have the budget, utilize Google Ads and Facebook Ads campaigns to find and target the audience most appropriate for your business using location and age filters

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The Essentials of Digital Marketing for Financial Services

When considering digital marketing for your bank, it is important to take into account the multiple facets that make it up. Some of the key approaches available for your company include the following:

  1. Search Engine Optimization – Search engine optimization, or SEO, is the process of creating and optimizing content for highly trafficked web pages on your website to improve search frequencies and impressions from site visitors. This content can include blog posts related to your field, pages on the benefits of your unique offerings, updates to any promotions, and even investment tips and tricks articles.
  2. Pay Per Click – Pay-per-click advertising essentially works to get your company in front of the right people who are already interested in your services. With the use of Google Ads, Bing Ads, and social media ads, you are able to adjust the needs of your PPC campaign to target your desired audience.
  3. Website Design and Development – Website design is essential for increasing engagement opportunities. With that in mind, creating an easily navigable site is highly important. You have the opportunity to choose from a variety of content creation platforms, including WordPress and Shopify, with different benefits afforded by each. Our team can assess your needs and make recommendations to be implemented.
  4. Social Media – Social media platforms are used every day for personal and professional announcements, with many businesses finding them beneficial. When it comes to digital marketing for your bank, you have the power to create, edit, and post updates for any platform your business utilizes, including Facebook, Twitter, and LinkedIn, better connecting with customers.
  5. Email Marketing – As another channel able to promote your service offerings, highlight specials available within your business, and share important news in your industry, email marketing is incredibly useful. Simply write and send out informative email newsletters to your customer base, and you’ll be well on your way to driving leads.

How We Show Results: Up-to-Date Reports on Progress

When you bring us onto your team, we provide you with digestible reports and streamlined communication, supplying full transparency in our work and your results. In our monthly reports, and even weekly updates, we track how well the campaign is going in terms that you can actually understand.

At the start of the month, a report is shared with you with a summary of the work we have completed for the previous month, as well as changes in web traffic, the status of rankings on Google, and any updates of the specific campaigns we’re running including PPC and social media. This report also includes recommendations for the future and strategies designed to tackle the specifics of your campaign.

Using accurate measurements through Google Analytics, we track information that provides distinguished data and guides us in the direction that will best fit your finance marketing needs.

Targeted audiences are key to getting qualified leads and genuine inquiries. Our research focuses on zeroing in on the target audience appropriate for your location and services, as well as finding the right people at the right time and place.

Why Choose Sixth City for Your Financial Services Marketing

As you read up on different agencies that offer digital marketing services, we hope that some of our qualities allow us to stand out from the crowd:

  • Unique – Our campaigns are 100% tailored to your specific goals and targeted audiences. There is nothing cookie-cutter here!
  • Full-service digital agency – We have the opportunity to provide you with many distinct services to ensure your online marketing efforts are maximizing your ROI.
  • Results-driven – All of our decisions are strategic and based on statistics drawn from Google Analytics.
  • Quality – Our small firm can provide you with the best quality through our dedicated efforts.
  • Years of expertise – Check out some of our case studies to see our previous successes, showcasing 148% increases in PPC leads, 3% improvement in conversion rates, and 540% boosts in organic traffic!
“John and the team at Sixth City Marketing has delivered on everything they promised. From the time we started working with them until now, our leads have tripled. We’ve worked with them in many areas including PPC, SEO, website design and social media marketing. I would HIGHLY recommend John and the team at Sixth City Marketing.” – Lisa Calovini, Shini USA

Contact Us to Get Started with Digital Marketing for Financial Services!

Whether your focus is on local or national search engine ranking, we want to see your company thrive in the world of finance.

Be sure to contact us today with any questions on how you can improve the quality of your leads for daily business. We can’t wait to hear from you!

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