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Maximizing Financial Brand Growth with a Specialized Marketing Agency

Struggling to navigate the complex world of financial services marketing?

Your expertise is in financial services — not necessarily in the art of attracting and retaining clients through digital channels. If your financial services firm is seeing lackluster growth or low engagement, you’re not alone. Navigating the compliance labyrinth while crafting compelling marketing narratives is a common struggle for many agencies.

Resonating with your audience requires more than just facts and figures; it necessitates a deep understanding of their pains, goals, and what drives them to trust. As a financial services marketing agency, we specialize in creating that connection.

Through a synergistic blend of data analysis, content strategy, and honed industry insight, our agency not only elevates your brand — we deliver the trust and value your clients seek.


Single Grain's Strategic Edge in Financial Services Consulting

Single Grain stands at the forefront of innovative financial services marketing consulting. Our approach stems from profound market research to personalize strategies that resonate with your clientele. Imagine deploying campaigns that not only reach but deeply engage your target audience.

By harnessing tools from SEO and predictive analytics to behavioral email campaigns and targeted social media strategies, we optimize your online presence across all channels. Your financial services are unmatched, and our consulting mission is to ensure your market positioning mirrors that.

With Single Grain, expect a meticulous, compliance-aware, and ROI-focused partnership. Let’s build a robust foundation for client acquisition and loyalty together through our comprehensive financial services marketing agency and consulting expertise.

  • SEO for Financial Services
  • Compliance-Forward Content Marketing
  • Targeted Email Marketing Campaigns
  • Social Media Strategy for Finance
  • Structured Data and Analytics
  • Performance-Driven Paid Advertising

Who is Eric Siu?

Eric Siu is the founder of digital marketing agency Single Grain. He also hosts two podcasts: Marketing School & Leveling Up, which get over 2.1M monthly downloads combined. Over the years, Eric has helped companies such as Amazon, Uber, Airbnb, and Salesforce acquire more customers.

Eric hosts a marketing mastermind where 100 of the best in media, marketing, and business get together twice a year in Miami and Beverly Hills. He is also the author of 'Leveling Up: How to Master the Game of Life'.

He also speaks around the world on marketing, SaaS, and SEO. Eric is also an investor in companies such as Eight Sleep, Levels, Fountain Health, Synthesis, and more. Finally, Eric is a member of communities such as YPO and TED.

Discover Featured Podcast Episode

Surviving AI: The Future of Marketing Agencies

In a collaboration, experts Eric Siu, Ralph Burns, Kasim Aslam, and Neil Patel from Perpetual Traffic and Marketing School podcasts discuss the marketing world's future, agency value beyond media buying, and personal journeys. They address the future of agencies, emphasizing deeper value services and challenges for media buying agencies. Discussions include agency value and automation's rise, suggesting stakes in client businesses and the nuances of serving SMBs. The episode wraps with Kasim Aslam's insights on selling his agency with significant profit.

Learn More About The Work We’ve Done

  • lock-n-lube

    54% Revenue Growth Year Over Year by Implementing Content Optimizations

  • intuit-logo

    31.4K More Clicks and 3.08M More Impressions

  • batteriesplus

    44% Increase in Organic Sessions Through Technical SEO and On-Page Optimizations

  • hestan-logo

    300% Increase in BOFU ROAS after switching to programmatic

  • bittrex-logo

    +193% Increase in Monthly Sign Ups

  • simon pearce

    Paid Media Strategy Sees YoY Efficiency Gains of +17% YoY Conversion Rate

  • wine-deals-logo

    268% Increase in Organic Traffic With AI-Driven SEO Strategy

  • prolite autoglass

    Increasing Free Quote Submissions on Homepage by 95%

  • npm-logo

    Spend and Leads Increased While Earning a More Efficient CPA

  • learinga-a-z-logo

    +85% Increase in Branded Searches and +10% Increase in ROAS

  • peets-coffee

    454% Growth in Google Ads Revenue After Account Restructure.

  • Do you want to achieve the same numbers?

    It’s easy!

    Work With Us

Frequently Asked Questions

And We Have The Answers

  • What makes a financial services marketing agency effective in client acquisition?

    An effective financial services marketing agency masters the art of trust-building and compliance navigation. By combining industry expertise with data-driven strategies, the agency hones in on the unique needs of financial audiences to create compelling campaigns. Personalized content, educational resources, and targeted outreach are just some of the tools that set apart a specialist agency in nurturing lasting client relationships.

  • How does a financial services marketing agency help with client retention?

    Retention in financial services is all about ongoing value and trust. A savvy agency will employ strategies like segmented email marketing, client education via webinars, and personalized financial insights to keep clients engaged. They’ll also monitor client satisfaction through feedback loops and adjust tactics accordingly, ensuring that clients feel valued and understood, which is crucial for long-term loyalty.

  • Can a financial services marketing agency improve my online presence?

    Absolutely! A seasoned financial services marketing agency knows the digital landscape is crucial for visibility. They’ll optimize your online presence through SEO, engaging social media campaigns, and user-friendly website design. By enhancing your digital footprint, they’ll not only attract new clients but also provide existing clients with an accessible and informative online experience, reinforcing your brand’s authority.

  • What should I look for when choosing a financial services marketing agency?

    When selecting an agency, prioritize one with a proven track record in the financial sector, as they’ll understand the industry’s unique challenges and regulations. Look for their ability to deliver customized strategies, transparent reporting, and a clear understanding of your business goals. Additionally, consider their commitment to staying current with financial trends and digital marketing innovations to ensure your campaigns remain relevant and effective.

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.

Optimize Financial Marketing

— Testimonials

Our Creds


— Our clients love us

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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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“They provided us with key learnings about our messaging that we are now using”

“Not only did Single Grain deliver strong results — markedly increasing unique, new web traffic and engaged users — but they provided us with key learnings about our messaging that we are now using.”

— Devin Kerr
Digital Marketing Specialist, Sandvik

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“We can always count on them to deliver high-quality content on time”

“SingleGrain has been there to help take a lot of the stress out of the process. We can always count on them to deliver high-quality content on time, and knock it out of the park.”

— Meredith Wood
Head of Content, Fundera.com

Level Up Your Marketing Knowledge

Marketing School
A top business podcast with 90
million downloads
Eric Siu & Neil Patel
Leveling Up
A channel that will help you level up your business skills and master the game of life
Eric Siu & Leading

Level Up Your Marketing Without Increasing Your Headcount

Optimize Financial Marketing