A vast array of finance companies currently operate in the UK, including financial advisers and planners, wealth managers, investment firms, brokers, lenders and accountants. In 2023, the financial and professional services industry in this country employed 2.5 million people and contributed £278 billion in economic output. An industry so large is not easy to market in. From a money management platform’s organic-traffic-generating LinkedIn posts to a credit card company’s widely distributed print brochures, the financial marketing sphere is broad, complex and saturated. For a comprehensive ove ..read more

Have you concluded that you may need help with your financial marketing? If so, you are not alone. Many firms (e.g. local financial planners and advisers) struggle to devise digital marketing strategies and implement them alone. A financial marketing agency can help. Yet, how do you choose the right partner? Some financial services firms have seen success with a “generalist” agency. However, it is often better to work with a specialist in the financial services industry. This can help to mitigate long-term problems, such as funding a generalist’s learning curve if they are not familiar with co ..read more

Financial services marketers arguably face unique challenges compared to other industries. There are strict regulations, evolving consumer expectations and fierce competition to navigate. Yet, with the right strategy, it is possible to build a long-term plan to increase brand exposure, generate more leads and boost client satisfaction. This guide is tailored to provide financial services companies with actionable insights, proven tactics and innovative approaches to elevate your financial marketing strategies in 2024. The Importance of Digital Platforms for Financial Services Marketing The Ro ..read more

What has the arrival of ChatGPT (and other generative AI providers) done to the value of financial copywriting in 2024? Arguably, having a good financial copywriter is now more useful than ever before, helping your voice to stand out from those relying on robots to speak for them. Yet how do financial firms build an ideal copywriting strategy in light of shifting technologies, consumer demands and industry regulations. Below, our financial marketing team at CreativeAdviser offer 7 financial copywriting strategies to consider in 2024. We hope these ideas are useful to you. Please contact us for ..read more

Do you have a Google My Business (GMB) profile for your financial firm? If so, is it working as hard for your marketing as it could? In 2023, Google My Business is a key ranking factor in search engine optimisation (SEO – particularly for local search. In other words, without a strong GMB profile, it is more difficult to achieve the top positions in your target users’ search results. If you want to be seen more by your audience in Google search – e.g. prospective clients – then it is worth investing in a decent GMB listing. Yet where do you even start? Below, our team explains how a financial ..read more

In 2023 an estimated 20,000 individual CII members and 800 firms qualify for “chartered” status as financial planners. Yet how many of these financial planners are using this status effectively in their financial marketing? A delicate balance needs to be struck. Your chartered status is unlikely to be the first thing that a potential client wants to know about a financial planner. Rather, he/she probably wants to establish if you are a broad fit for their needs, have worked with similar people like them and can do the job that they need, competently. Yet letting prospects know that you meet th ..read more

After COVID-19 hit the world in 2022, we’d all be forgiven for thinking that 2021 and 2022 would be “calmer” or more “normal” years. Yet it proved to be equally exceptional with Russia’s invasion of Ukraine, the fall in U.S. equities, rising inflation (driven by energy and food prices), higher interest rates, record-breaking heatwaves and more. At CreativeAdviser, we have also noticed a lot of change in the marketing world. It has been important to keep up with new trends and stay ahead of the curve so we can best serve our clients in the financial sector. In this article, we outline five impo ..read more

The UK is currently facing the biggest drop in the standard of living since the 1970s. Much of this is being caused by higher energy prices which appear set to eat into household budgets for the next 18 months. Households will be pressured and many businesses could close. As marketers in the financial sector, we have spent a lot of time writing for our clients about the cost of living crisis. Along the way, it has occurred to us that there are lessons to be drawn from the UK economy and how financial firms approach their marketing. Below, we share some of these ideas with you. We hope this pro ..read more

Stepping into the world of marketing for financial services can feel overwhelming – especially with all of the jargon involved. This can make it difficult for financial firms to approach an external agency for help. After all, it can feel like some of them are speaking a foreign language to you when talking about SEO, PPC and other unfamiliar words. Fortunately, you can make everything easier for yourself by learning a handful of key concepts. These will also stand you in good stead for life, which is increasingly becoming more digitised. Below, we offer 10 that we believe you should know if y ..read more

Google Ads (formerly Google AdWords) has long been an intriguing marketing option for financial firms. The idea is immediately attractive. Simply pay to show your ads at the top of Google search results, and watch your target audience click onto your website and make floods of inquiries. Of course, things are not that simple. It is difficult to craft an effective Google Ads campaign. Many different moving parts need to come together to produce results, and your ads need to be constantly monitored and improved to maintain – let alone increase – effectiveness. Google Ads can be intimidating, how ..read more