Financial services marketers face distinct obstacles that many of their peers in other industries don't worry as much about. For financial services marketing to be successful, building buyer trust and customer loyalty is essential, in addition to the many regulatory compliance problems.

Therefore, while employing marketing strategies to establish their companies as leaders in their respective industries, financial services marketing experts frequently take a longer approach.

After all, you influence a client's or business's financial future when you provide financial services. The financial service marketing they deal with must be trusted.

Therefore, a financial services company's marketing strategies need to be treated differently. Consumers require more nurturing, and for marketing efforts to be effective, they must be more focused and precise.

In addition, the financial services sector produces some of the world's most innovative marketing techniques. Since most people have strong emotional feelings about financial security, financial services marketing are aware that gaining clients takes time and that appealing to their emotions is one way to connect with them. Clients want to deal with financial ads that offer security and assurance. But that's what everyone says they offer. So what makes you unique?

We'll examine real-world instances of financial services marketing through a variety of popular mediums in this post. While many of the campaigns covered in this article will probably have some similarities, each financial services marketing plan we feature will have its own special concepts.

1.Investing Service Using Branded Social Content

Since organic Facebook page posts no longer have the same reach as they once did owing to algorithm changes, many businesses prioritise other social media sites above their Facebook page.

The business has promoted its services on Facebook in a distinctive way. Through the prisms of athletics, charitable giving, and health and wellness, they examine personal finance. Consequently, a large portion of their Facebook content usually fits within those categories. 

The examples in this article and financial services marketing in general share the trait of tying health and financial ads together. 

Check out this infographic the business posted on its Facebook page as an illustration. The infographic explains how to fit fitness into your everyday routine. This would appear to have little to do with the financial services markeitng they provide at first glance. But by viewing financial services through the lens of general wellness, they become more relatable to their customers and establish more authentic connections. Transamerica is essentially fostering trust with its audience and assisting them in concentrating on their general health, which includes their financial ads.

2. Financial Services Companies Utilising Creative Video – MasterCard

In terms of innovative marketing strategies for financial services marketing, MasterCard is a market leader. Mastercard engages in more than just TV ads; they have produced some of the most memorable ones in recent memory! In comparison to the competition, MasterCard stands out in one area: their

Since 2006, MasterCard has provided consumers with information and guidance on financial services. These days, their channel has an abundance of entertaining films covering a wide range of subjects. plenty of the movies are about financial ads services and financial literacy, but there are also plenty that touch on other relevant topics that their clients may find interesting.

3. Financial Services Company Produces Thought Leadership Content and Data Visualization

financial services organisation using a distinctive strategy for content. The company creates unique research and outstanding thought leadership content for their website's Research page, which contributes to the establishment of reputation in highly specialised industries.

For example, the business recently released a study on American gas prices that included consumer reactions to the drop in petrol costs brought on by the coronavirus outbreak.

This kind of unique study cannot be duplicated or provided by another business since it makes use of data that the company was able to gather independently. Because it integrates their own expertise and insights while providing extremely valuable information to targeted markets, it is entirely original.

4. Financial Services Marketing Agency Uses Partnerships and Email Marketing 

The last few years have seen a sharp increase in the popularity of the investing software Acorns. This is due in part to their creative and cutting edge marketing strategies, one of which is demonstrated by the business's most recent email marketing campaign.

Acorns has worked with a number of companies in the travel and entertainment sectors to provide exclusive benefits and investment matching when you make purchases from one of the partnered businesses.

For example, if a customer of Acorns made a purchase through Expedia, up to 4% of that purchase would be matched and added to their Acorns account for additional investment.

5. Combining Direct Mail and Social Media for a Fun & Effective Campaign

One well-known financial ads is Barclays. They recently used social media and direct mail marketing to build a creative campaign that promoted user-generated content and increased awareness of their services.

Selected clients received a shipment from the corporation via direct mail that contained a box of Mentos and a Diet Coke, along with instructions.

If you've ever done a volcano experiment in elementary school, you know that mixing Mentos with Coke produces a chemical reaction that is similar to that. A single Mento will cause a bottle of Coke to shoot out of the mouth and into the air.

6. Creative Direct Mail Financial Services Marketing

Insurance's latest marketing campaign targeted women between the ages of 25 and 40 as one of its highly precise target consumer demographics. The organisation offers life insurance, and a lot of its marketing campaigns link the advantages of life insurance with one's own health. It was the same with this media advertising.

Through direct mail, the business provided customers with a jump rope, which proved to be handy. Offering your audience something helpful that is intended to encourage them to exercise and lead healthy lives is a terrific method to foster brand loyalty and establish your company as one that genuinely cares about its clients.

7. Jyske Bank Private Banking Publishes Journalistic Style Videos to Capture Market Attention

Lasse Hoegfeldt, editor-in-chief of JyskeBank, told the Content Marketing Institute, "You have to become the media if you can't rely on the media." "And that is our current thought process."

The business was among the first in the financial ads services industry to fully accept digital video marketing as a possible avenue for brand expansion. Having struggled to get traditional media outlets to cover them, the business has made hundreds of incredibly intelligent journalism films.

The business still makes extensive use of video marketing on other platforms. They prioritise using tactics that put education first in order to establish themselves as a reliable resource for their audience.

8. Thought Leadership Interviews on LinkedIn to Connect with a Business Audience

One of the biggest brands in financial ads services is Prudential. The business is also using LinkedIn to target business clients and engage with them through a variety of various content kinds, which is a novel approach to social media marketing.

The company's high-quality thought leadership content from industry professionals has helped it amass over 220,000 followers.

Prudential provided a plethora of educational information in a very personal approach by featuring articles, white papers, and interviews with top staff members of the company as well as other financial services brands as part of their "Thought Leader of the Week" campaign. In just six years, the LinkedIn audience grew from 30,000 to over 220,000 followers, demonstrating how well-received it was.

Effective Financial Services Marketing Doesn’t Have To Be Boring

In the marketing of financial services, many businesses must take precautions in their continuing advertising initiatives. Regarding what can and cannot be mentioned in financial services advertising, there are a number of laws and guidelines. That does not, however, imply that you must let those limitations stifle your originality.

Postalytics is the most effective platform for campaign management in the financial services industry. You may improve your marketing efforts and connect with your target audience with our tools. In a matter of minutes, you can produce flyers, postcards, or letters to prospective clients promoting your financial ads solutions.

Financial ads can send mass mail to their database with our direct mail automation. Our solution enables you to construct basic financial marketing campaigns that help you leverage customer data to retarget cold prospects, even in the absence of a specialised marketing team.

With the Postalytics platform, your marketing expenses will go down and your marketing strategies will get better.

Register for a free trial of our direct mail designer or get in touch with us to learn more about the cost of the Postalytics tool, which is being used by a lot of financial institutions to boost their marketing.

Frequently Asked Questions (FAQ)

Q1: Which is the first step of marketing of financial services?

Ans: Financial services in marketing refer to the promotion and sale of various financial products and services such as banking, insurance, investment, and wealth management to consumers and businesses.

Q2: What is the role of marketing in finance?

Ans: The first step of marketing financial services is market research and analysis. This involves understanding the needs, preferences, and behaviours of target customers, as well as identifying market trends and competitors.

Q3: What are the marketing operations in financial services?

Ans: The role of marketing in finance is to attract and retain customers, build brand awareness and loyalty, differentiate products and services, and drive revenue growth. Marketing also plays a crucial role in educating customers about financial products and services, communicating their benefits, and enhancing overall customer experience.

Q4: What are the marketing operations in financial services?

Ans: Marketing operations in financial services include market segmentation, targeting, positioning, product development and pricing, distribution/channel management, promotional activities (such as advertising, sales promotion, and public relations), and customer relationship management (CRM).