Digital Marketing for Financial Services

Your Partner for Financial Services Customer Growth

Get More Traffic & Client Leads with an Agency Experienced in Financial Services Marketing

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Creating Custom Digital Marketing Strategy That Bring Customers to Your Business

Financial service companies take care of individuals’ and company’s financial needs. Everything from simple ATM transactions to complex investments is covered by businesses in the financial services sector. People depend on these institutions for wire transfers, money exchanges, credit cards, and loans. Financial services are the silent wheels that keep society turning.

Optimum DMA wants to keep your digital marketing wheels turning. You can depend on us to transfer keywords as needed to keep your page at the top of search engine results. We’ll exchange old content for something fresh and new. You can depend on Optimum DMA to take care of everything from the simple to the complex in the digital marketing world so you can focus on taking care of your customers.


Dominate the web and connect with customers

We are experts at SEO

Search Engine Optimization

To make local SEO work, expertise in directory and reputation management is required. Our proprietary software helps drive the right local traffic to your locations, making it easy for customers to find you.

Ad Copy


PPC campaigns give an immediate boost to your marketing campaign, but without proper understanding, PPC can cost you a lot with only a small ROI. We’ll make sure that your PPC money is spent where you’ll get the biggest return, driving both traffic and leads.

Social media advertising

Social Media Marketing

Engaging your clientele through social media is the lifeblood of business.
We’ll help manage your social media campaigns or run them completely for you.

Content Writing

Optimum DMA’s experienced writers will provide fresh content for your blogs and website, utilizing SEO while still providing quality, engaging copy.

Email Marketing

Keep in contact with your customers, drawing them back to your location, through effective automated or standardized email newsletters.

Landing-Page Optimization Services

Web Development and Design

Every website should reflect its business. It should be unique and capture the customer’s attention while being easy to navigate. We will come to your financial services office and take a look at your website, designing a new one for you, if needed.


A Partner

We don’t just want to run your marketing campaigns, we want to hear your ideas and partner together with you to grow your business faster.

Undivided Focus

We take the time to understand you. We’ll come to your office, sit down with you, and work to develop a winning campaign just for you. Our sole focus will be on you.

Dedicated Specialist

We’re never too busy to answer your questions. The specialist that’s right for your business will work side-by-side with you, giving you personal updates and helping you through any difficulties along the way.

Up-to-date Reporting

You will receive reports at the interval you choose, and you will have 24/7 access to our topnotch team.


Financial service marketing uses various marketing strategies and techniques to create and drive awareness of financial products. The process goes further to capture leads and convert them into loyal customers through a series of ongoing marketing campaigns.

Marketing of financial services utilizes two primary methods:

  • Digital marketing: including inbound channels like blogs and outbound channels like PPC ads
  • Traditional marketing: including TV, radio, print, and signage

Most financial service providers will use a mix of digital and traditional marketing. However, due to legacy practices, most rely more on traditional marketing channels. This is changing as digital marketing campaigns in the financial sector are being shown to be effective means of reaching customers. It’s important to know what these new marketing efforts are achieving to implement them yourself successfully.

Effective marketing of financial services drives awareness, reduces customer acquisition costs, drives down churn, and bolsters revenues.

The financial services industry is one of the oldest in the world. Moreover, everyone needs financial services at some point in their life. These two factors may make it seem that financial organizations have the unique luxury of sitting back and having customers come to them. While this used to be the case, several factors have rendered this stance ineffective and dangerous.

They include:

  • Commoditization: Standardization of financial products has made it harder to differentiate from the competition.
  • Disruptive FinTechs: Aggressive FinTechs (Financial Technologies) challenge the status quo and completely upend the established order.
  • Lack of trust: The financial industry has suffered a loss of confidence in the eyes of customers; trust it must painstakingly win back.
  • Regulatory barriers: Tighter regulations are making it harder to market aggressively.
  • Digital transformation: Advances like marketing automation are rendering traditional marketing methods ineffective.
  • Digitization: Digital-first customers expect enhanced and personalized digital experiences.

With these barriers to success, financial service providers must create and implement innovative financial service marketing strategies that lead to new business.

Financial services marketing can benefit entities involved in selling any financial service.

Some of these entities include:

  • Retail and commercial banks
  • Investment banks and companies
  • Brokerages
  • Insurance companies
  • Credit unions
  • Credit card companies
  • Mortgage providers
  • Accounting and tax advisory firms
  • Asset-based lending and equipment financing
  • Factoring

It is important to note that these entities often fall under different laws and regulations. As such, and depending on the type of entity, marketing activities must consider the appropriate requirements.

Unlike other industries (except perhaps the medical sector), the financial services industry must adhere to a raft of marketing requirements and regulations.

While these rules are in place to ensure the protection of customer interests, they act as a significant barrier to marketing financial services.

Here are some examples:

  • Affiliations: All marketing must indicate appropriate affiliations, such as “Member FDIC.”
  • Truth in Advertising Act: States that “no advertisement may be misleading or deceptive, should be based on scientific evidence whenever possible and cannot be unfair.”
  • Truth in Savings Act: Prevents financial institutions from withholding information from business owners or individuals related to checking, saving, and investment accounts.
  • Fair Lending Laws: Prohibits discrimination by demographic or any other trait when providing credit.

These are but the tip of the iceberg. From a marketing perspective, these laws represent a complex marketing landscape that can lead to a hefty fine if any of these rules are breached.

24/7 Free Consultation

Optimum DMA is meant to simplify your digital marketing efforts

Take the next step in growing your business using digital marketing. Connect with one of our expert digital strategists to learn how Optimum DMA can help you reach your business goals.

Why Us?

We’re here to provide you with the expertise you need to maximize your online impact while helping you achieve both your long- and short-term goals.

Ready to dominate the web?
Let's make it happen!

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