Your client definitely desires the finest, most tailored experience. To save hours of time, collect data effectively, improve conditions, decrease expenses related to acquiring leads, improve engagement across all channels, reduce workload for agents, and establish a top-notch onboarding and engagement process, consider exploring these marketing tips now! 
 

To rival the suppliers and meet the demand, financial institutions are competing to attract a larger portion of the expanding market. Reports gathered that almost 86% of financial institutions worldwide concentrate their marketing strategies on obtaining new customers. 
 
Having a strong marketing presence is essential to connect with your desired audience, communicate your unique selling points, guide the potential customer into your sales process, and ultimately convert them successfully. Let's move on to some tactics that will assist you in establishing a strong marketing presence and thriving effectively.
 

The key components for developing a successful finance marketing plan are:
 

What was the initial step you took when looking for a financial product in the past two years? Searching for it on the internet! Websites serve as centers of information. They play a key role in the majority of marketing strategies currently in use. As per a traffic analysis report, direct traffic accounts for a minimum of 22% of the monthly brand searches on average. Therefore, if you lack a website, begin creating one immediately. WordPress is an example of an excellent tool to start with. 
 
Having a website is crucial. However, it is even more essential to have an excellent website. Today, customers prioritize a seamless experience more than anything else and poor website performance can destroy it. Study indicates that a minimum of 60% of current searches are conducted through mobile devices. Therefore, it is important to enhance your website browsing experience on desktops and mobile devices. Services such as Google PageSpeed Insights can assist in identifying and optimizing the heavier components of your website. 
 
Utilizing PageSpeed Insights can also help enhance your website's performance. You can connect your website to a marketing automation platform as well. Thus, you have the ability to monitor lead actions such as website visits, email interactions, opt-outs, form completions, and other various activities. Numerous marketing automation platforms utilize this information to create suitable engagement scores and identify intent, enabling your sales and marketing teams to go after promising leads and care for the chilly ones to improve their conversion. 
 

Landing pages are also an effective method for attracting new inquiries, and they serve multiple purposes. It is possible to develop landing pages specific to products in order to educate customers and gather their leads all on one page. Creating landing pages where customers can calculate their obligations in return for purchasing your products is another effective method for capturing inquiries. Likewise, insurance companies can utilize landing pages to schedule a meeting with insurance agents or ask for a callback. 
 
Landing pages can also begin the onboarding process for insurance agents. With good design, landing page conversion rates can potentially hit 80%, allowing you to collect information from four out of five visitors to your landing page. Marketing automation tools enable the quick creation of highly responsive landing pages with just a few clicks. No coding at all can result in marketing teams saving hours of time! Utilize it to assign a score to each form submission and prompt your sales team to contact promising leads immediately. 
 

Now, that client has arrived at your website, what comes after that? Engaging with customers and capturing their information is crucial. Utilizing chat widgets is an excellent method to achieve that. They provide numerous advantages such as: 
 
• Accelerate the time it takes to provide a response. 
• Collecting data in the initial engagement. 
• Improved waiting conditions.
• Decrease the expenses related to acquiring leads. 
• Engagement across all channels.
• Answers frequently asked questions, reducing the workload for agents. 
• Response in multiple languages 
• Capable of being activated by voice on occasion.
 
As AI continues to advance, these instinctive conversational tools are increasingly successful in turning potential customers into marketing-qualified leads and directing them into your customer relationship management system. Chat widgets are also effective for providing customer service after a sale has been made. The majority of clients prefer a speedy self-service solution to their issues. Pre-set chat tools offer a cost-effective and simple solution to address these issues. They have the ability to: 
 
• Gather statements outlining the issues. 
• Maintain the original conversation's historical record. 
• Offer potential resolutions for the customer.
• Guide the customer to the right agent for complicated problems. 
 
LiveChat, Olark, Zopim, and others are excellent chat widgets that can be implemented for your business. Some CRMs even provide pre-built connections to various external platforms such as chat widgets, which can reduce your time to market by as much as 80%. That is among the quickest options available! 
 

SEO is a cost-effective method that is highly efficient in producing business results and improving your website's technical setup, content quality, and popularity of backlinks to enhance its ranking during a specific search task. The more visible you are in a Google search (with Google dominating over 83% of online searches), the more clicks you will receive. SEMRush reports that more than half of all clicks for a specific keyword go to the top three links in a Google search. There are various techniques to improve your page rank. 
 
Selecting the correct keyword can help you connect with a larger audience by including keywords that have a high search volume and low keyword difficulty (minimal competition). You can search for the appropriate keyword by using tools such as Ahrefs, Google Keyword Planner, SEMRush, and others. Moreover, the utilization of Google Trends API can offer immediate insights into the popularity and seasonality of keywords, enabling you to keep up with trends and adjust your content strategy efficiently. 
 
Also, on-site optimization enhances your website for specific keywords. Utilize the keywords found in the titles, headings, and content of your website to enhance its position in search engine rankings. If you work in financial planning and management FinTech and focus on the keyword ‘financial planning‘, incorporating it often in your website content can improve your search engine ranking. Also, including frequently asked questions about financial planning can also enhance your visibility, enhancing external factors to improve search engine rankings: Some of these activities may involve: 
 
• Obtaining quality links from reputable and related financial services sites. Some examples are Forbes, Economic Times, Bloomberg, and others. 
• Improving your presence on social media platforms where your target audience is active.
• Producing and delivering top-notch educational material to increase your audience's understanding of the advantages you provide. 
• Obtaining feedback from customers on external platforms collectors. 
• Obtaining references to the brand in official statements and highly regarded blogs. 
 
Typically, organic traffic which includes unpaid searches and listings, can make up around 17% of overall web traffic. Therefore, it is crucial to enhance your natural channel with search engine optimization (SEO). 
 

Social media platforms such as Facebook, Instagram, Google, Twitter, etc., are great for running very specific marketing ad campaigns. By analyzing the search history of a basic user and their current search results, you can pinpoint a group of people with similar traits and tailor individualized content toward them. Performance marketing typically accounts for around 21% of website traffic on average and developing a performance marketing strategy comes with other numerous benefits. 
 
Benefits like the ability to switch advertisements on and off according to your preference, identify ad groups according to product, search, location, device, etc. variables, and arrange advertisements ahead of time for specific occasions throughout the year - such as promoting personal and consumer durable loans during festive seasons contributes to increasing brand recognition and generating leads. 
 
Performance marketing also targets customers who have lost interest or left during their journey, in order to lower the cost per lead and improve conversion rates. It’s predicted that digital advertising expenditure will increase to USD 21 billion by 2028, leading to increased competition in the financial services sector online. You must take advantage of performance marketing strategies and increase your visibility. 
 

Financial industry leaders are already honing these areas to draw in more customers, so you should try to follow suit. Begin by making your website better and improving your self-service experience. Next, proceed to the other strategies and make sure to touch all of them. 
 
Furthermore, utilizing marketing automation tools allows for precise segmentation, customization, and timely interaction with potential leads, ensuring the delivery of targeted messages. These platforms provide in-depth reports and analysis on channel performance, engagement rates, drop-offs, campaign performance, and more.