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Missing Out on High-Potential Marketing Opportunities?

Are you noticing a plateau in your financial firm’s growth, despite having a multitude of marketing strategies in place? Are your marketing efforts not yielding the desired results, with campaigns failing to engage your target clients or meet your set KPIs?

The issue is straightforward yet complex: you’re not fully leveraging the potential of marketing automation. These oversights can lead to inefficiencies in your client acquisition and retention funnel, such as missed opportunities for nurturing potential leads, unsent personalized financial advice, or even growing gaps in client retention strategies.

Marketing automation could be the key to unlocking your firm’s growth potential. It streamlines marketing tasks, allowing your firm to scale and increase productivity while freeing up time for your teams to focus on more strategic initiatives like portfolio management and financial planning.

As a seasoned marketing automation consultant, Single Grain is perfectly positioned to analyze your existing marketing structure and implement a goal-focused, data-driven automated marketing strategy tailored specifically for your financial firm’s needs.


Single Grain's Expertise in Marketing Automation

At Single Grain, we understand that in the finance industry, a one-size-fits-all approach is far from effective. Every financial institution has a unique marketing fingerprint, and our role as your marketing automation consultant is to embrace and enhance this uniqueness with a targeted, efficient automation process.

We begin by investigating your existing marketing infrastructure, identifying areas for improvement, and integrating automation systems best suited to your needs. By segmenting your audiences, we ensure that the right financial products and services are marketed to the right people at the right time, maximizing engagement and conversions.

Lastly, we don’t just set it and forget it. In the ever-changing landscape of finance, Single Grain considers optimization as a continuous process. We’ll constantly review and modify your automation strategy based on data insights, ensuring sustainable and adaptable growth in a competitive market.

Key services provided by Single Grain in marketing automation for the finance industry include:

  • Marketing funnel automation
  • Lead nurturing and scoring
  • Email marketing
  • Social media automation
  • Data insights and analytics
  • Customer relationship management (CRM) integration

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

Eric Siu and Neil Patel
4.6 • 1.1K Ratings

How Google and Meta Are Using AI To Make Ads Easier For You

In this episode, we discuss how Google and Meta are using AI to make advertising easier and more effective. We highlight Performance Max and Advantage Plus, responsive search ads, AI-generated images and headlines. We emphasize the importance of embracing AI in marketing for future success.

Learn More About The Work We’ve Done

  • batteriesplus

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

  • npm-logo

    Spend and Leads Increased While Earning a More Efficient CPA

  • intuit

    Boosts Organic Search Results & Visibility with Single Grain

  • nextiva

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

  • harris-teeter

    Increases Post Engagement Rate by 400% with Single Grain

  • wine-deals-logo

    107% Increase in Organic Traffic Through Content Marketing

  • lock-n-lube

    54% Revenue Growth Year Over Year by Implementing Content Optimizations

  • peets-coffee

    454% growth in Google Ads revenue after account restructure.

  • hestan-logo

    454% Growth in Google Ads Revenue After Account Restructure

  • twenty-20

    Reduces Their Cost Per MQL by 72.49% with Single Grain

  • learinga-a-z-logo

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

  • Do you want to achieve the same numbers?

    It’s easy!

    Work With Us

Frequently Asked Questions

And We Have The Answers

  • How can a marketing automation consultant help my business?

    Engaging a marketing automation consultant can revolutionize your financial enterprise. Their mission is to navigate your team through the intricacies of marketing automation platforms, empowering you to enhance lead generation, bolster conversions, and ultimately, escalate revenue. They can aid in refining your marketing initiatives, mechanizing routine tasks, and delivering valuable insights to elevate your tactics. Consequently, your team can devote more energy to the inventive and strategic facets of your financial marketing endeavors.

  • Is a marketing automation consultant necessary for my small business?

    Whether you’re a budding startup or an established financial institution, the expertise of a marketing automation consultant can be a game changer. They can guide you in selecting the most suitable automation tools that resonate with your financial business requirements, thereby optimizing your time and resources. More importantly, they can help you decipher the complex analytics these tools generate, empowering you to make marketing decisions that are backed by solid data. So, irrespective of your business scale in the finance sector, a marketing automation consultant can equip you to compete effectively against larger market players.

  • What should I look for when hiring a marketing automation consultant?

    When seeking a marketing automation consultant for your finance business, it’s crucial to find an individual with robust technical proficiency in marketing automation systems. They should possess a history of successfully assisting companies in enhancing their marketing effectiveness and boosting their return on investment. Moreover, they should exhibit excellent communication abilities, comprehend your business structure, and have the capacity to convert intricate data into practical strategies. It’s an added advantage if they have prior experience in the finance sector.

  • How much should I expect to pay for a marketing automation consultant?

    Engaging a marketing automation consultant in the finance sector can have a broad range of costs. These costs are influenced by factors such as their proficiency level, the breadth of the tasks, and the project’s timeframe. It’s crucial to perceive this as a strategic investment towards your financial firm’s expansion. By automating your marketing operations, you can enhance productivity, conserve valuable time, and ultimately amplify your return on investment over time. For a more bespoke cost approximation, we warmly invite you to connect with us for a complimentary, no-commitment consultation!

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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“Single Grain enables us to increase our impact without increasing our headcount”

“We really lean on Single Grain as an extension of our team, which enables us to increase our impact without increasing our headcount.”

— Kim Cooper
Director of Marketing, Amazon Alexa

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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


Level Up Your Marketing Without Increasing Your Headcount

Optimize Financial Marketing