Digital Marketing for the Financial Industry

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We are Your Digital Marketing Solution for Financial Industry Services

Financial, insurance, and investment businesses face unique challenges in digital marketing, requiring a deep knowledge of regulations and a focus on how to correctly follow them. You didn’t go into the financial world to learn about marketing regulations, your priority is providing expert guidance for your clients and building relationships and trust. But managing compliance for your website’s content, your newsletters and other communications, and social media outreach, along with navigating all these complex regulations, can pull your attention away from that priority and cost your customers your undivided attention.

That’s where Wild Iris Marketing can help. We are well-versed in marketing for financial and investment services, and we understand the importance of Financial Industry Regulatory Authority (FINRA) compliance and how to navigate through them. We’re here to handle the complex things that might normally distract you, like getting your content approved by compliance departments or ensuring your ads meet Google and Meta’s increasingly strict standards, including both “Your Money, Your Life” (YMYL) and “Your Money, Your Knowledge” (YMYK) content. This allows you to focus on what you started doing all this for: your clients.

Our expertise doesn’t end at regulations and compliance, though. We know how important it is for you to stay top-of-mind in your local and national communities. Our marketing expertise will boost your visibility, build name recognition, and help your business stand out in an increasingly competitive market. Wild Iris Marketing is ready to be your partner, and make sure your online presence supports your growth, success and ability to help your customers thrive financially.

First-Rate Financial Services Marketing

That Boosts Brand Awareness and Brings in the Clients

Image of laptop on a table showing an example website

Customized Websites

  • Designed with your colors, logos, etc. 
  • Compliant with ADA regulations to prevent predatory lawsuits.  
  • Flexible enough to include an automated feeds to show interest rates, stock market updates, etc.
  • Not “formula” websites — elements are designed for your individual brand and message.
  • Stand out from other companies with a website highlighting what makes your services and offerings unique. 
  • Highlight your memberships, affiliations and certifications. 

Superior SEO

  • 93% of online experiences begin with a search.
  • To be competitive you MUST appear early on in Google listings, SEO makes that happen.
  • By fine tuning your verbiage and making sure your website is designed in the way Google wants, your business shows up higher in searchresults.
  • It is essential to stand out from the noise of the internet.
  • This all starts with identifying keywords your clients are searching for and working to improve your ranking for those words.
Real Estate SEO screenshot
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Business Social Media

  • Unique content created just for you.
  • Not “mass distributed,” so your brand and identity are the highest priority. 
  • Content created monthly and scheduled after your review and approval so you do not have to worry about what to post when! 
  • Content is scheduled based on analytic data about your audience to increase views. 
  • An estimated 78% of professionals use social media but the vast majority of them do not use it in a way that successfully increases their business. 
  • We have a concrete understanding of what financial services companies are allowed to post to social media, and we create all content with these regulations in mind. 

Electronic Newsletters

  • Excellent way to keep in touch with contacts and maintain top of mind brand awareness. 
  • Custom designed template with your colors, logos, etc. 
  • Feature articles, news, updates, etc. 
  • Can be turned into blogs for your website to improve SEO placement. 
  • Build brand and name awareness and increase industry credibility.
  • Strategically timed for maximum open, read, and click through results.
  • We consult with you on your conversion rates and how to improve them.
  • Platforms: KVCore, MailChimp, Constant Contact, Email Octopus and others.
Real Estate Electronic Newsletter
Real Estate Digital Advertising

Digital Advertising

  • Targeted digital advertising is one of the most powerful and cost effective digital marketing tools available today.
  • We understand that Financial Services businesses must adhere to additional requirements for advertising, and we know the rules that will get your ads approved and running. 
  • The power of digital advertising means there’s always a fast turn around (much faster than print).
  • A/B testing helps let us know what ad is working so you can move your advertising spending away from the less successful option. 

"Your Money, Your Life" Content

  • YMYL (Your Money, Your Life) content is a concept used by search engines like Google to evaluate content that might affect a reader’s financial status, health, or well-being.
  • We produce content that meets Google’s strict YMYL criteria, helping you establish credibility and rank better in search results.
  • We can help manage the compliance process for content, newsletters, and social media, making sure that all materials adhere to FINRA and other industry regulations.
  • We will help optimize YMYL and YMYK content to increase visibility in search engines, making it easier for potential clients to find you.
  • We know how to navigate strict requirements for YMYL content on ad platforms, ensuring your ads are approved by platforms like Google and Meta.
Real Estate Electronic Newsletter

Your Website will Stand Out with these Features

Designed with your colors, logos & images

ADA Compliant (to prevent predatory lawsuits).

Include an automated feed of interest rates, stock market updates, etc..

No “formula” websites. Each designed for your brand.

SEO & performance optimized.

Mobile, tablet, and desktop friendly.

High resolution images included (or you can provide).

Indexed by Google and other search engines upon launch.

Grow Your Financial Services Business With Digital Marketing

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