Financial Services Digital Marketing Agency
Growth strategies for banks, credit unions, wealth managers, insurers, and fintech. SEO, PPC, web design, and social that meet compliance standards and move the right accounts through the funnel.
Performance You Can Measure
Clear targets, auditable tracking, and reports that tie marketing to accounts opened, funded balances, policies written, and AUM.
Expert Marketing for Financial Institutions
The financial services industry requires specialized marketing expertise that balances regulatory compliance with innovative growth strategies. Our agency understands the unique challenges facing banks, credit unions, investment firms, and fintech companies. We create marketing campaigns that build credibility, attract high-value clients, and deliver measurable results while maintaining strict adherence to industry regulations and compliance standards.
Why Financial Institutions Choose Egochi Digital Marketing Agency
We combine compliance-safe workflows, entity-first SEO, and measurable acquisition to grow funded accounts, policies, and AUM without adding risk.
Compliance-first growth
Review workflows aligned to SEC, FINRA, NCUA, FDIC, CFPB, GLBA, ADA, and brand standards. Start with an SEO audit to surface risks and opportunity.
Technical strength
Secure, crawlable architecture, schema, Core Web Vitals, and log diagnostics built by our Technical SEO team.
Content that educates
Plain-language product explainers, fees, and eligibility with topic clusters and calculators powered by Content Marketing.
Performance acquisition
High-intent search and social, disciplined negative lists, and compliant LPs with PPC Management.
Conversion growth
CRO sprints reduce friction in applications and bookings, supported by Conversion Rate Optimization.
Reputation & analytics
Review velocity and complaint-aware response via Online Reputation Management with GA4 and tracking you can defend.
Financial Services Marketing Solutions
An integrated stack that attracts qualified deposits and borrowers, grows AUM, and improves policy conversion.
SEO for Financial Services
Entity-rich site architecture, product and branch pages, E-E-A-T, and local signals that win high-intent searches.
PPC Advertising
Regulated-safe paid search and social with negative lists, disclosures, and landing pages that convert.
Financial Website Design
Responsive, WCAG-aligned design with clear product flows, rate displays, calculators, and branch finders.
Social Media Marketing
Education-first content for retail and wealth audiences with compliant approvals and comment policies.
Conversion Rate Optimization
Friction audits for applications, disclosures, and CTAs that lift funded accounts, bookings, and policy binds.
Branch & Agent Local SEO
Scalable locators, GBP management, and citations to reflect accurate NAP and product availability by branch.
Content & Thought Leadership
Explain complex products, fees, and risk in plain English with topic clusters that earn featured snippets.
Marketing Automation
Lead capture and nurture sequences for mortgages, deposits, wealth consultations, and insurance quotes.
Our Process
Tightly managed sprints, approvals, and reporting. Built for marketing, compliance, and information security stakeholders.
Discovery & Risk Review
Goals, products, geo coverage, underwriting realities, intake tooling, and compliance guardrails.
Strategy & Roadmap
Channel mix, budgets, KPI model to AUM, funded accounts, policies bound, and milestones by quarter.
Build & QA
Information architecture, copy, creatives, landing pages, tracking plan, and compliance review.
Launch & Optimize
Bid strategies, placement controls, negative lists, and ongoing CRO to lift funded conversions.
Attribution & Reporting
Dashboards to tie spend to revenue outcomes, with intake notes feeding audience and keyword decisions.
Nothing here is financial advice. Campaigns undergo approvals before launch.
Finance Case Studies
Selected work highlighting growth in retail banking and fintech.
Bank of Sun Prairie
Regional bank engagement across local SEO, branch pages, paid search, and CRO tied to funded accounts.
Affirm Holdings
Fintech scale program with search, paid social, and landing experiences mapped to risk and conversion.
Financial Sectors We Serve
Specialized marketing expertise across all segments of the financial services industry.
Commercial Banks
Digital strategies for retail banking, business banking, and commercial lending institutions.
Credit Unions
Member-focused programs that highlight community values and competitive rates.
Wealth Management
Advisor and private banking acquisition for AUM growth with compliant content.
Investment Firms
Client acquisition for brokerage firms, RIAs, and investment advisory practices.
Mortgage Lenders
Lead generation campaigns for mortgage brokers, loan officers, and lending institutions.
Fintech Companies
Growth marketing for digital payments, lending apps, and financial technology startups.
Insurance Providers
Multi-channel marketing for life insurance, property coverage, and commercial lines.
Payment Processors
B2B demand for merchant services, payment gateways, and card processing platforms.
Meet Your Financial Marketing Team
Digital marketing specialists with deep financial services experience. We build compliant, high-trust programs that generate qualified demand for banks, credit unions, wealth firms, insurers, and fintech.
Financial Services Marketing FAQs
How do you report results for banks and wealth firms? +
We connect calls, forms, and bookings to funded accounts, policies, or AUM. Dashboards show channel, campaign, keyword, and creative impact, not just clicks.
Can you handle multi-branch local SEO at scale? +
Yes. We build branch locators, unique local pages, GBP at scale, and location-specific CTAs with correct NAP and product availability.
What about compliance approvals? +
All assets route through your compliance workflow. We include disclosures and keep archives for review and recordkeeping.
What budgets make sense to start? +
Most retail programs start around $3k–$10k monthly management plus media. Wealth, mortgage, and insurance vary by market and goal.
Do you create calculators and tools? +
We can implement rate, payment, ROI, and savings calculators with analytics events for conversion insights.
Will my website meet accessibility guidelines? +
We audit against WCAG 2.2 AA and improve color contrast, focus states, semantic structure, and keyboard navigation.
Why Egochi Is the Right Choice
You get a partner that speaks compliance and performance. We combine regulated-industry workflows with deep technical SEO, precise paid acquisition, and conversion design for durable growth without reputational or legal risk. Learn more Awards & Recognition and About Egochi.
Ready to Grow with a Finance-Focused Team?
Get a free audit covering search visibility, paid opportunity, CRO issues, and compliance notes. We will map impact to accounts, policies, and AUM.
Questions? Call (888) 644-7795 or email [email protected]
Comments are closed.