Digital Marketing for Financial Services

Grow Your Reach & Drive More Leads

Increase brand awareness, boost your traffic, drive more leads, and grow your financial services organization with Magneti’s team of highly-experienced marketing experts.

What’s your number one goal?

I want to grow the reach of my organization

1. Market & Audience Research

Give your audience a seat at the table to identify the motivating triggers that drive decision-making.

2. Competitive Analysis

Understand the positioning of your competitors in-depth, from creative choices to audience sentiment.

3. Digital Infrastructure

Improve the online experience of your audience and establish a solid foundation for digital marketing.

4. Multi-Channel Marketing Campaigns

Provide multiple touch points to drive awareness and increase engagement.

I want to position us better and rise within our market

1. Audience Research

Give your audience a seat at the table to identify brand awareness and motivating triggers.

2. Competitive Analysis

Understand the positioning of your competitors in-depth, from creative choices to audience sentiment.

3. Identity Evolution

Refine your visual and verbal identity to better resonate with your target audience.

4. Web Improvements

Improve your website to attract more traffic and drive more conversions.

5. Marketing Channels Infrastructure

Optimize your marketing channels mix to ensure you spend your time and budget in the right places.

6. Campaign-Driven Marketing

Draw traffic away from your competitors and increase engagement with your brand.

I want to create a better online experience for our customers

1. Audience Research

Give your audience a seat at the table to identify brand awareness and motivating triggers.

2. Analytics & User Testing

View analytics of users interacting with your website to unlock the biggest opportunities for improvement.

4. Web Improvements

Improve your website to attract more traffic and drive more conversions.

5. Custom Web App Development

Automate manual processes and help customers serve themselves with compliant, custom web solutions.

6. Email Automation & Nurture

Tap into the power of automation to help personalize online experiences at scale.

I want our marketing to drive better results

1. Audience Research

Give your audience a seat at the table to understand market awareness and identify motivating triggers.

2. Competitive Analysis

Understand the positioning of your competitors in-depth, from creative choices to audience sentiment.

3. Channels Analysis

Assess the performance of your marketing channels and identify the biggest opportunities.

4. Web Improvements

Improve your website to attract more traffic and drive more conversions.

5. Channels Optimization

Optimize your marketing channels mix to ensure you spend your time and budget in the right places.

6. Multi-Channel Marketing Campaigns

Provide multiple touch points to drive awareness and increase engagement.

Charles Schwab Logo
Petra Logo
Red Rocks Credit Union Logo
Canaanside Logo
Central Bancorp Logo

We Work with Financial Service Providers of All Types

From retail banks and commercial lenders to payment platforms and cutting-edge Fintech startups, Magneti helps financial organizations of all types and sizes accomplish their marketing goals, expand their reach, and unlock higher levels of growth.

Marketing with Compliance

We’ll help you navigate results-driven marketing while staying within the lines of compliance. From regulations to disclosures, we can help you communicate clearly without compromising a compelling, engaging brand experience.

Simplifying a Complex Landscape

The world of finance can often seem complex and overwhelming to your customers. We specialize in taking big, complicated concepts and guiding people through them, arriving with the knowledge and confidence they need to make informed decisions.

Our Work with Petra Financial Advisors

Petra Financial Advisors came to us to evolve their sales materials and better communicate the breadth of services they offer, along with their dedication to excellent service. Together, we shaped collateral that evolved the application of their brand, helped them stand out in their space, and improved the materials in their sales process.

Our Path to Growing Your Reach

Market & Audience Research
Identity Evolution
Digital Infrastructure
Marketing Program Development

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Market & Audience Research

Gain clarity through qualitative and quantitative research methodologies. Our financial service research offerings can unlock key insights around your brand, your market, your competition, and your audience members – and the motivating triggers that drive them to take action.

Tell me more about your research offerings >>

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Identity Evolution

With validated research insights in hand, we can guide you through visual and verbal brand evolutions that are true to who you are, resonate with your target audience, and carve a unique space within your market.

Tell me more about your brand work >>

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Digital Infrastructure

We’ll help you translate brand evolutions into your online presence and unpack your marketing goals. From there, we can help you build the right digital marketing infrastructure to accomplish them – from additional website features to the right email automation platform and advertising channels.

Tell me more about your digital infrastructure offerings >>

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Marketing Program Development

With the right infrastructure in place, we’ll help you invest your marketing dollars into the most effective channels, and help you build a sustainable, growing marketing presence. From digital setup to campaign execution, we’ll help you drive bottom-line results that deliver growing returns.

Tell me more about your digital marketing offerings >>

Unlock Growth with Custom Financial Marketing Solutions

We’ll right-size our custom financial service marketing solutions to match your organization’s goals. Together, we’ll develop a marketing program that delivers consistent, growing ROI.

Brand Development

We’ll help you translate the perceptions you want to own into an evolution of your visual and verbal identity – crafting a foundation that resonates with your target audience and sets you apart in your market.

Tell me more about brand development >>

 

Digital Marketing

We’ll unlock growth through compliant, multi-channel marketing campaigns, with transparent reporting and consistent adjustments to drive tangible ROI for your organization.

Tell me more about your digital marketing solutions >>

 

Research & Analytics

Give the voice of your customers a seat at the table, explaining what they look for when choosing a financial services provider. Our research process and digital marketing analytics can inform business-level decision-making – and drive better marketing results.

Tell me more about your research offerings >>

 

SEO

Rise in search rankings and get found more easily through an investment in content marketing. While SEO can take time, it provides some of the highest returns of any marketing channel – just like compound interest.

Tell me more about your SEO approach >>

 

Content Marketing

Invest in helpful marketing content that drives action from your audience – from subscriptions to your email list to sign ups for your services. We’ll help you create content that’s genuinely helpful to your audience, matching the questions they’re asking and positioning you as an expert they can turn to.

Tell me more about content marketing >>

Paid Search

Utilize your budget wisely by partnering with paid search experts who can help you maximize the reach of every dollar. Through consistent testing and excellent creative, we’ll help you drive more traffic and leads.

Tell me more about your paid search tactics >>

 

Social Media

Partner with an agency that has the experience to navigate social media algorithms, and create branded content that’s true to who you are – and compelling enough to reach your target audience.

Tell me more about your social media marketing >>

 

Marketing Automation

Amplify your efforts by implementing personalized marketing automation. We believe that technology should strengthen human connection – not replace it. We’ll help you implement automation in a way that strengthens the brand equity you’ve worked so hard to maintain.

Tell me more about your approach to automation >>

 

Public Relations

Our public relations experts have years of experience growing awareness, gaining traction, and amplifying the activities of organizations of all shapes and sizes. From your next big announcement to your unique perspective on financial services, we can help you tell your story to a bigger audience.

Tell me more about your PR experience >>

 

Web Development

Your online experience is a direct extension of your brand. We can help you ease the friction of online tools to provide your audience with a better experience and add unique features to help you deliver your services more efficiently.

Tell me more about your web development >>

Our Work with Canaanside Wealth Partners

Canaanside Wealth Group came to us wanting to understand their market in-depth, evolve their brand identity, and hone their messaging to better communicate who they are and what they have to offer. Together, we helped them refine their brand identity and create compelling messaging to expand their reach.

Canannside Brand Guide

Choose an experienced financial services partner who can radically grow the reach and impact of your marketing.

I want to grow our reach and impact

Magneti aims to be the most effective and innovative growth marketing team in Colorado.