« Show all articles

Why financial services firms need an effective marketing strategy

Financial services and business advisory firms can step up their lead generation with cutting-edge marketing strategies instead of relying on referrals.

An effective marketing strategy not only helps generate new leads and clients, but should also strengthen your brand, keep your existing clients engaged, and more.

The financial services industry is broad, so you should tailor your marketing strategy and its activities to your business and sector.

Remember that what works for a bank may not work for an accounting firm or an investment group.

Here are some ways that an effective marketing strategy can help businesses in the financial services industry:

Build a brand that people trust

Trust is critical in financial services, so it pays to develop a brand that people will entrust their finances with.

Designing a brand is much more than a logo, it should simultaneously reflect what your business has achieved, how it looks today and where you want it to be in the future.

At Assemblo, we know first-hand what it takes to craft a financial services brand that captures the essence of the business and puts its offering in the spotlight.

For example, our experienced team worked with accounting firm LDB Group to update their brand and highlight their unique business skill sets.

Tell your story with confidence

Every business has a story and clients want to know what makes your business special, and more importantly, worth their time.

One of the best ways to tell your story and boost your brand awareness is to create a website that makes the right first impression.

Most businesses have a website today, however the design and function of your website can play a big part in whether clients see you as a professional or an amateur.

Our team designed and developed a new web presence for DKP & Co. Chartered Accountants to focus on the firm’s exceptional service, responsiveness, and value creation.

The website upgrade resulted in increased organic traffic, positive feedback from existing clients, and a rise in leads and new business from its streamlined design.

Keep new and existing clients engaged

New leads may visit your website once and never return, so you need to give them reasons to return and get to know your brand better.

There are a range of marketing activities that help brands foster better relationships, including content marketing, social media marketing, and advertising.

Since designing and building LDB Group’s high-performing website, the team at Assemblo has continued to work with the firm to keep its new website up to date with timely and detailed articles.

Financial firms can also engage their audiences with print content and collateral, as we did for Moore Stephens, when we compiled a series of federal budget factsheets for their clients.

How financial services can ramp up their marketing

If your firm is ready to level up its marketing strategy, then you should speak to marketing experts who know what works for businesses working across accounting, business advisory and finance.

As a full-service marketing agency based in Melbourne, Assemblo can help with every part of your marketing strategy to help your firm grow.

To find out how we can help your financial services business, give us a call on (03) 9079 2555 or send us a note via the contact form below.

« Show all articles

Ready to grow your business?

Helping businesses grow is what gets us out of bed every morning.

Whether you need help with a one-off project or are looking for a long-term partnership, let's have a chat about how we can help. Simply call (03) 9079 2555 or fill in the form below:

  • This field is for validation purposes and should be left unchanged.

Become an Assemblo insider

We’re always gathering the latest trends, news, and marketing insights. Sign-up below for a monthly update. Read our privacy policy here.

  • This field is for validation purposes and should be left unchanged.