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Navigating the Complex World of Omnichannel Marketing

Are you finding it challenging to measure the effectiveness of your current financial marketing strategies? Do you grapple with delivering a consistent message across various platforms in the finance sector?

This is a common predicament in today’s digital age. The financial marketing landscape has undergone significant changes, with clients effortlessly transitioning between online and offline platforms. As a financial institution, you are expected to adapt and deliver an integrated, personalized experience that acknowledges and values the client’s journey.

Omnichannel marketing is the solution. It unifies the client-experience across all platforms, ensuring consistent messaging, branding, and client communication. The objective: an exceptional client journey, regardless of where or how your client interacts with your financial brand.

And who better to guide you through this journey than Single Grain? We are experts in the field of omnichannel consulting, ready to help you synchronize your financial marketing efforts across all platforms.


Single Grain: Your Solution for Omnichannel Marketing

At Single Grain, we comprehend the intricacies and subtleties of omnichannel marketing in the finance sector. We harness data-driven insight and industry-leading practices to dismantle silos and truly integrate all your financial channels.

Our team will collaborate closely with you to understand your financial brand and craft a consistent, engaging narrative. We ensure that this narrative is interwoven into every touch point, providing consistent, personalized experiences that delight your clients and foster trust in your financial services.

We not only grasp the technological aspect, but we also possess a profound understanding of the financial marketing perspective. We ensure that your strategy is not only technologically feasible but also contextually impactful, creating seamless interactions that drive client loyalty and business growth in the financial world.

Here’s a glimpse into the omnichannel consulting services you can expect from Single Grain:

  • Integrated Marketing Strategy Development
  • Channel Identification and Implementation Support
  • Performance Tracking and Optimization
  • Data Analysis and Insights Reporting
  • Customer Segmentation and Persona Development
  • Campaign Planning and Management

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

This Is The Largest Opportunity & Biggest Miss When It Comes To Leads

In episode #2637, we discuss the importance of smart prioritization and warm leads in sales development. We emphasize the need for sales representatives to be more thoughtful and personalized in their outreach, rather than blasting a large number of people with generic messages. We also discuss the changes in email marketing and the need for businesses to adapt to new platforms and algorithms. We highlight the importance of taking an omnichannel approach to marketing to avoid being dependent on a single platform.

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

  • batteriesplus

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

  • hestan-logo

    454% Growth in Google Ads Revenue After Account Restructure

  • peets-coffee

    454% growth in Google Ads revenue after account restructure.

  • learinga-a-z-logo

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

  • harris-teeter

    Increases Post Engagement Rate by 400% with Single Grain

  • twenty-20

    Reduces Their Cost Per MQL by 72.49% with Single Grain

  • npm-logo

    Spend and Leads Increased While Earning a More Efficient CPA

  • lock-n-lube

    54% Revenue Growth Year Over Year by Implementing Content Optimizations

  • wine-deals-logo

    107% Increase in Organic Traffic Through Content Marketing

  • Do you want to achieve the same numbers?

    It’s easy!

    Work With Us

Frequently Asked Questions

And We Have The Answers

  • What makes your approach to omnichannel consulting unique?

    When it comes to omnichannel consulting in the finance sector, our approach is comprehensive, taking into account every interaction point in a client’s journey. We don’t merely concentrate on isolated channels, but rather their interplay to craft a frictionless client experience. Our teams have partnered with a diverse array of financial institutions, from established banking giants to emerging fintech startups, equipping us with a profound understanding of the unique dynamics of this industry. We firmly believe that a triumphant omnichannel strategy is not solely about having a presence on all platforms, but about ensuring uniformity, personalization, and effortless transition across each one.

  • How is omnichannel consulting different from multi-channel consulting?

    In the context of financial services, the distinction between multi-channel and omnichannel consulting becomes particularly important. While multi-channel consulting focuses on enhancing each individual platform – be it in-branch services, online banking, mobile apps, or social media interactions, omnichannel consulting takes a more holistic approach. It’s about creating a seamless integration and alignment across all these platforms to deliver a unified and consistent client experience. It’s not merely about having a presence across multiple platforms, but ensuring a harmonious interaction between them. The ultimate objective is to facilitate a smooth transition for clients between platforms, ensuring their experience remains consistent, personalized, and above all, financially empowering.

  • What are the key components of an effective omnichannel strategy?

    In the finance sector, a robust omnichannel consulting approach is centered on the client’s journey. This involves gaining insights into their financial habits, preferences, and behaviors across all touchpoints. Crucial elements encompass uniform branding and communication across all platforms, effortless transition from one medium to another, personalized interaction based on client data, and proficient utilization of fintech to amalgamate and oversee all client interactions. Bear in mind, the paramount objective is to elevate the client experience, boost engagement, and stimulate revenue growth.

  • What kind of budget should I expect for a comprehensive omnichannel consulting project?

    The cost can fluctuate significantly based on the breadth of the initiative, the scale of your financial institution, and your distinct objectives. It’s crucial to bear in mind that omnichannel consulting is a strategic investment towards enhancing your client interactions and propelling sustainable growth in the finance industry. We collaborate intimately with our clients to comprehend their requirements and offer a tailored proposal that harmonizes with their financial plan and goals. For a complimentary consultation, we invite you to contact us!

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.

Enhance Financial Engagement

— Testimonials

Our Creds


— 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


Level Up Your Marketing Without Increasing Your Headcount

Enhance Financial Engagement