Mutual funds and other financial services make it possible to save in a variety of ways. In reality, various investment options are available for convenience, so there’s an assurance of a respectable return on investment (ROI) without taking on too many risks.

As certified financial advisors, you’re capable of saving tens of thousands of dollars for clients. Not only do you discover the best rates, but you also assist with the appropriate borrowing levels. Although you bring a lot to the table, such as finding lenders that would otherwise be unavailable to others and making the most of the client’s deposit, many often couldn’t contact a reliable professional.

Where do I start?

There are several methods you could adopt to invite potential clients to your services. Some of these includes:

Big data and automation

The majority of financial organizations couldn’t handle the data at their hands, but this is rapidly changing. Automation technology and customer experience platforms have applied data as part of their marketing approach.

Big data can tell you how to reduce the amount of needed customer service. You can find out the services they require. Identify who would most likely need pre-approval for a loan in their big purchase and target specific customers for additional digital financial education or customer service.

JP Morgan, for example, uses bots to speed up the process, responding to internal IT access requests and saving 40 full-time employees. Other financial institutions are using automation to create unique dashboards and data for customers in affordable ways.

Through this, you can improve the services you offer to clients, making it likely that you’ll have an outstanding reputation that’ll set you apart from competitors.

Thanks to big data, advisors can enhance predictions, save money, and track success. You can also use it to create a more precise estimate risk because of the improved intelligence made possible by collecting and analyzing massive volumes of data.

Make use of customer outreach.

This is the simplest tactic available to banks, and financial institutions is customer outreach.

Even if that were the case, it’s still one of the most successful methods. Customer outreach, to put it simply, is the thought of reaching out to clients to meet their awareness, help, and educational needs.

This may include everything from free consultations and webinars to debt management education in schools for larger groups and small businesses.

Customer outreach may appear to be a waste of finances, but it helps in service awareness and raise interest or loyalty to your product. A well-thought-out financial marketing plan takes into account the marketing initiatives, as well as features and services you’re promoting.

You may focus consumer outreach on programs that teach students how to manage money properly, college preparations, or develop a budget for buying a car they could use as they return to school.

These ads would promote digital solutions, consumer confidence and knowledge, and savings accounts. As a result, it will establish your authority as an industry expert, which will lead to more clients.

Share a story

Whether on video, commercials, or cross-channel platforms that extend into the real world, storytelling remains an efficient marketing tactic. Your marketing approach should include creating a tale that catches interest and provokes emotion to fascinate, thrill, and move the viewer. Your goal is to come up with shareable and relatable work that will either entertain, educate, or aid the viewer somehow, and hopefully all three at once.

The “Worth Telling” strategy from Allstate focuses on dictating the tales of three to eight customers that had a firsthand experience with the impact of their services.

Due to this, Allstate promotes what their customers are doing while developing trust through sharing real people and experiences across all marketing platforms. It creates a human factor while pushing the services and products highlighted in the films.

You should not, however, focus primarily on one or try to merge all of them. Instead, create a coherent, overall financial marketing approach in which one component complements the others, increasing your company’s worth.


Even if these tips work for you, don’t overlook the importance of social media. In reality, 81% of Americans have a social media account that they use for at least 4-5 hours regularly.

You can’t afford to disregard your consistent and smart usage of one or more social media sites. To create trust, many companies use social media to communicate with customers. Though it is time-consuming, it is worthwhile building relationships with customers and raising awareness in their area.