Financial Services Marketing

Specialised Marketing Solutions for Financial Service Providers

Do you need a B2B Marketing Agency that comprehends the nuances of the Financial Services sector? The Lead Agency has experience in delivering solutions to meet the requirements of businesses in the Financial Services sector.

We are dedicated B2B marketing experts with wide-reaching experience across the sector including B2B digital marketing strategy, content marketing, digital lead generation, lead nurturing and marketing automation.

Marketing To The Financial Services Sector

  1. Australia’s financial services sector is the largest contributor to the national economy, contributing around $140 billion to GDP over the last year. Source
  2. The Financial Services Sector has been a major driver of economic growth, and with 450,000 people employed here, will continue to be a core sector of Australia’s economy into the future. Source
  3. Companies in the financial sector are significantly more likely than their peers to regard customer journey optimisation as very important over the new few years – Source
  4. 71% of financial services organizations plan to increase their digital marketing spend in the year to come. Source

Financial Services Marketing is distinct from any other form of B2B Marketing. It requires the ability to distil complicated products and services into digestible content, as well as form competent strategies that will help you retain customers.

At The Lead Agency, we take an analytical approach to your firm’s marketing, by determining marketing options, assessing the opportunity costs related with them and then choosing the best options to fit your business’ overall goals and objectives.

Whether you specialise in insurance, banking or asset management, The Lead Agency can work with you to enhance your marketing events, maintain necessary communications and deliver relevant leads to expand your customer-base.

At The Lead Agency, we guarantee:

  • Strong lead pipelines that attract, nurture and educate new customers – ultimately, engaging them and motivating them to act;
  • Tactical upsell and cross-sell strategies that build a strong and effective referral culture with your customers;
  • Targeted and consistent marketing conversations by regularly communicating with the right audience for your business;
  • Focused marketing activities that deliver tangible value to your business: more leads or better quality leads for your business.

Fill in one of our free marketing audit survey forms, or call us directly to uncover new marketing possibilities.

What We Can Offer Your Financial Services Business

The Lead Agency has over 20 years experience in B2B marketing strategies and lead generation campaigns – as well as significant experience working with various Financial Services businesses.

We understand the typical B2B marketing progression is about long lead times, and our strategies take this into account. We are specialists at applying strategies that align with your existing business goals and marketing objectives.

In the Financial sector, B2B marketing activities fall into either one of four categories:

  • Attracting new customers;
  • Selling more to your existing customers;
  • Cross-selling other services to your existing customers; or
  • Finding new customers in complementary markets.

Some of the companies we have experience working with in the Financial Services span the following categories.

Bookkeeping Marketing

In previous years, bookkeeping was an extremely stable profession because when a business hired an accountant, the partnership would last last. Changing to a new firm was expensive and complex. While the same is still true today, digital advancements have made it easier for clients to ‘shop around’ and even switch firms. This has meant that the market has opened up, and the amount of customer choice has greatly increased. It has also meant that it’s easer for innovative nimble, proactive firms to win new clients with a clever marketing strategy. The Lead Agency specialises in lead generation and quality B2B marketing for bookkeepers.

Bank Marketing

Bank customers are mostly people and enterprises that require financial and related services. These customers all belong to different geographical regions, areas and are into different professions and businesses. As such, it is common for the requirements of each different audience to be unique. This means that an effective bank marketing strategy has to acknowledge and address the needs of the distinct groups and sub-groups of customers. At the Lead Agency, we carry out thorough research to identify the characteristics of these segments and then target them with precision to suit their requirements, and deliver the most efficient campaign.

Financial Planning Marketing

Financial Planners are often looking to develop their business with more clients. The two easiest ways to obtain new business are to ask for referrals from current clients and look into the existing book of business to find new assets that can be transferred in. If both of these strategies have been exhausted, it’s time to think outside the box with your marketing strategy. The Lead Agency can help you maintain effective lead generation, lead nurturing and B2B marketing activities that get results for your financial planning business.

Read more about our services below to find out more about what we can do deliver just that.

Our Services

Are you struggling to find the right approach to your financial services marketing?

Do you need help improving the way your business generates more and better quality leads?

3 Elements of an Effective Financial Services Marketing Strategy

 1. Build Long-Term Relationships

Continuous interactions and developing a relationship with clients is extremely important for businesses in the financial services industry. In order to do this, relationship marketing is key. Relationship marketing focuses on the individual customer to ensure they understand the target market and their expectations of your business. When you fully understand your customers, you can meet their unique needs, deliver value to them and increase customer loyalty.

Building relationships encourages return business for your company, which is more cost-effective than attracting new clients. In addition, particularly satisfied customers may share their experience with others to generate positive word-of-mouth that sends more leads to you.

 2. Create a Point of Difference

In the financial industry, it’s particularly important to build a strong brand that is clearly communicated with your target market to differentiate your financial business from others. In a market where the services are all relatively similar, you have to find ways to stand out from your competition and create a memorable brand. In order to do this you have to develop a unique value proposition and strategic position for your business in the industry.

 3. Simplify Your Processes 

For people who don’t work in the industry, finances can be confusing. So, as a business operating within the industry, developing clear, simplified processes for consumers is essential. These processes should be communicated clearly with the target audience.

Making your target market’s experience easier can be as simple as creating a website that is easy to access and navigate. Simplifying your processes removes potential barriers for consumers, and enables you to generate more valuable new leads that you can successfully nurture.

We’re experienced in driving measurable outcomes through implementation of successful strategies and excellent marketing services.

B2B Strategic Marketing Services

Our strategies are founded on years of experience working with successful Financial Services businesses. We create effective strategies that deliver outcomes for the brand, optimise acquisitions and compliment your existing marketing activities through Integrated Digital Marketing and Communications.

We believe in working closely with your company, taking a customer-centric approach to our applied strategies to attract new business.

View some of the B2B Strategy services we offer below:

B2B Digital Marketing

B2B Digital Marketing is one of the foundations of our services here at The Lead Agency. We understand the importance that digital channels can play in acquiring leads, building open channels of communication and solidifying internal marketing and communications.

Our unique approach focuses on optimising existing assets and resources to generate more leads and better quality leads for your sales team.

View some of the B2B Digital services we offer below:

B2B Lead Generation Marketing

As our name suggests, lead generation is our specialty at The Lead Agency. By using an integrated marketing approach, we deliver just the right leads with timely and exclusive advertising campaigns that communicate with the audience through multiple touch points.

We concentrate on the B2B buying journey by focusing on digital, data, content, communications, technology, and lead generation and nurturing to create more and better quality leads for your Financial Services business.

View some of the Lead Generation services we offer below:

Want To Know How To Improve Your Current Financial Services Marketing?

Our B2B marketing experts will consult and analyse your current marketing activities, for free. 

We will provide a report on your current marketing performance, make recommendations to extricate greater value and deliver exceptional marketing results for your Financial Services business. Click on the link below to enquire about our complimentary consultation.


B2B Marketing 2021 ideas

Are you struggling to find the right approach to your B2B marketing?

Do you need help improving the way your business generates more and better quality leads?

Speak to The Lead Agency: our proven approach can help your business succeed.

B2B Marketing 2021 activities