Just Some Of Our Happy Clients

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Refine Your Path To Valuable Customers

Struggling to attract the right clients to propel your financial firm's growth? You're not alone.

Many financial institutions face hurdles in their client acquisition process. Poor targeting, ineffective marketing strategies, or a lack of insight into client behaviors all contribute to mediocre results. These issues not only drain resources but also lead to missed opportunities for revenue growth.

However, there's a solution. A comprehensive and data-driven client acquisition strategy can transform your client base, driving your firm to new levels of success. This approach can help refine your targeting, enhance your marketing strategies, and offer deep insights into the perception and behavior of your clients.

And this is where Single Grain comes into the picture. We are not just a customer acquisition agency; we are your strategic partner in the finance industry. Our data-driven and personalized approach inspire client acquisition strategies that deliver. We not only understand your challenges but also have the tools, expertise, and passion to turn them into opportunities.


Single Grain: Masters of Strategic Customer Acquisition

At Single Grain, we put innovation and data at the heart of our customer acquisition campaigns for financial institutions. With a deep dive into your financial sector, competitors, and target audience, we develop strategies aligned with your business objectives. This relentlessly reshapes the methods we use to acquire customers for your finance company.

Next, we deploy our proprietary tools and cutting-edge technologies to optimize your campaign. We test, iterate, and refine, ensuring that your budget is used on strategies that deliver the best return on investment in the financial market.

Lastly, we meticulously analyze campaign data, providing you with deep insights. This allows us to make data-driven decisions, fine-tune your strategy, and ensure customer acquisition at the lowest possible cost in the finance industry.

Single Grain's customer acquisition services for the finance industry include:

  • Data-based audience targeting
  • Multichannel marketing strategy
  • Conversion Rate Optimization (CRO)
  • Performance Analysis & Reporting
  • Brand Positioning
  • Content Creation & Promotion
  • Search Engine Optimization (SEO)
  • Paid Advertising

— Our clients love us

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“Their expertise has helped Nextiva grow its brand and overall business”

“The Single Grain team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped Nextiva grow its brand and overall business.”

— Yaniv Masjedi
CMO, Nextiva

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“They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise”

“Single Grain has been an important force for guiding our digital marketing. They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise. They're exactly what we look for in partners.”

— Samantha Goldman
Sr. Director of Marketing, CastLightHealth

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“Since engaging with Single Grain our revenue has increased more than 300%”

“Single Grain has been the strongest outside force in helping our business "level up." Since engaging with Single Grain our revenue has increased more than 300%.”

— Chad Halvorson
Founder & CEO, When I Work

Frequently Asked Questions

And We Have The Answers

  • What makes your approach to customer acquisition unique among other agencies?

    We recognize that every financial institution is unique, and a generic strategy just won't suffice. We invest time to thoroughly understand your financial services, their distinctive advantages, and your target clientele. Utilizing a broad spectrum of digital marketing tactics, we meticulously devise a bespoke customer acquisition strategy that is primed to transform potential clients into devoted patrons of your financial institution. Our team excels in harnessing cutting-edge technologies and data-driven insights, ensuring each move we make is astute and impactful.

  • How does the customer acquisition process differ from traditional marketing methods?

    Conventional financial marketing often centers around fostering recognition and stimulating curiosity in your financial services or products. This is undoubtedly a vital component, but the role of a customer acquisition agency in the finance sector extends beyond this. It's about meticulously steering prospective clients through the investment journey, from the initial awareness stage, through the evaluation phase, and finally to the resolution of becoming your client. It's a more focused and conversion-driven strategy, crafted to enhance your return on investment.

  • What are the best channels for customer acquisition?

    The optimal avenues for client onboarding can differ significantly based on your distinct financial institution, target clientele, and financial product or service. Nevertheless, digital avenues frequently yield substantial results. These might encompass search engine optimization, social media promotions, email campaigns, and content marketing, to name a few. As a customer acquisition agency, we collaborate intimately with you to pinpoint and capitalize on the avenues that will most proficiently connect with and captivate your target clientele, propelling them towards becoming valued clients in the finance sector.

  • How much should I expect to invest per month for effective customer acquisition strategies?

    The resources needed for successful client onboarding tactics can fluctuate greatly based on your financial institution's scale, objectives, and fiscal plan. We recognize that each penny is crucial in the finance industry, so our priority is to devise a plan that offers the most beneficial yield on your expenditure. We'll furnish a tailored proposal, detailing our suggested tactics and the related expenses. For a complimentary financial consultation, don't hesitate to get in touch!

If you were unable to find the answer you’ve been looking for, do not hesitate to get in touch and ask us directly.

Our Growth Methodology

  • We’ll start by talking on the phone to get a sense of what your challenges are right now, what you’ve tried so far, and if we're the right full-service digital marketing agency for you. No hard selling. Promise.

  • If we think we can help you, we’ll put together Marketing Insights specifically for your company. Running your business through our experienced digital marketing agency analysis, we’ll create an execution plan which maximizes all the opportunities we see for growth and specific KPIs.

  • We’ll get you as many quick and early wins as possible, while setting up specific, long-term, scalable digital marketing goals.

  • We’ll roll out our full execution plan, focusing on timely, tactical implementation, and setting up scalable growth opportunities. This frees you up to work on other high impact areas of your business.

  • Our online marketing team continually monitors your results at every step of the process, then leverages that to get you even more wins.

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Learn More About The Work We’ve Done

  • nextiva

    Reduces Cost Per Click By 41.37% While Increasing Leads with Single Grain

  • intuit

    Boosts Organic Search Results & Visibility with Single Grain

  • harris-teeter

    Increases Post Engagement Rate by 400% with Single Grain

  • twenty-20

    Reduces Their Cost Per MQL by 72.49% with Single Grain

  • peets-coffee

    454% growth in Google Ads revenue after account restructure.

  • lock-n-lube

    54% Revenue Growth Year Over Year by Implementing Content Optimizations

  • hestan-logo

    454% Growth in Google Ads Revenue After Account Restructure

  • Do you want to achieve the same numbers?

    It’s easy!

    Work With Us

Level Up Your Marketing Without Increasing Your Headcount

Work With Us