Financial Services Marketing Agency.
Social Media Marketing
Creative Services and Branding
SEO and Website Optimization
Digital Advertising
Jennings Social Media & MarTech (JSMM) is an award-winning, full-service marketing and advertising agency helping wealth and financial brands grow through data-driven digital marketing strategies.
With over a decade of experience, we understand the unique challenges of this trust-based industry, from stringent compliance standards to high-stakes decision-making.
Our work with Konza Global and our client’s testimonials helped us earn the prestigious 2024 Inc. Power Partner Award, showcasing our commitment to driving real impact.
We apply these same proven strategies to help wealth management or investment firms differentiate themselves, grow their client base, and confidently lead in a competitive market.
OUR PORTFOLIO
Where Vision Meets Execution
We like to let our data show our true successes — but we decided to spell it out for you too.
AI-Powered Marketing Strategies
Building Trust, Visibility and Growth for Financial Service Providers
At JSMM, we help financial services industry experts reach sophisticated clients and maximize business growth with data-driven marketing best practices.
Our specialist software tools develop detailed buyer personas, create engaging content and deliver personalized marketing strategies that enhance customer experience.
With comprehensive reporting tools, we provide real-time insights, enabling us to monitor and optimize marketing campaigns for maximum return on investment (ROI).
We build trust, attract new customers and establish your brand as a leader in wealth management services.
SERVICES
Financial Services Marketing
Connect with your audience by utilizing buyer personas and creating detailed customer journeys. From targeted Google advertising to real-time A/B testing, our growth strategies drive qualified leads, meet customer expectations and fuel long-term success.
Capture attention and strengthen your brand with professional, polished marketing content that reflects your firm’s integrity and expertise. We develop cohesive brand assets — educational videos, branded flyers and presentations — that help you clearly communicate complex financial information to strategic decision-makers.
Help your ideal clients find you online through our search engine optimization strategies. Our experts position your firm at the top of search results, so your brand is discovered when it matters most, when investors and financial decision-makers look for trusted advice. We use the right keywords and optimize your site to reach individuals seeking financial expertise.
Stay top of mind and foster lasting relationships with marketing messages that resonate with your clients. Our personalized email campaigns and educational resources — including market insights, retirement strategies, new financial products and planning tips — are designed to inform, engage and establish your firm as a go-to authority in the financial space.
Email Marketing
Digital Advertising
Search Engine Optimization Services
Content Marketing
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Success Story
A registered investment advisory (RIA) firm sought to increase brand visibility and attract more clients in an increasingly competitive financial landscape.
Partnering with our digital marketing agency, we developed a tailored marketing strategy for the financial services sector to differentiate Konza Global from larger firms.
Our Approach
- Cohesive Brand Identity: We focused on creating a coherent brand identity that reflected the company’s sophistication and integrity. Our team developed a custom, user-friendly WordPress site with intuitive navigation and a design that aligns with its professional values.
- Original Photography and Graphics: The website was built using original photography, logo and graphics, enhancing the visual appeal and aligning it with the brand’s values to create a unique and professional digital presence.
- Social Media Strategy: Starting from scratch, we developed a comprehensive social media plan, including LinkedIn and Facebook posts, to increase brand awareness and engage with potential clients nationwide.
- Content Marketing for Financial Services: We introduced blogs and developed a long-term marketing plan to ensure consistent growth, focusing on specialized services, such as optimizing 401(k) plans for public company employees.
- Targeted Outreach: Using personalized messaging and digital channels, we helped Konza Global expand its reach and engage clients nationwide, including those who would have been difficult to target through traditional marketing efforts.
The Impact
Refined brand positioning and digital marketing strategy have driven measurable growth, expanded its market and elevated customer acquisition efforts.
- 30% annual growth in revenue and nationwide client expansion
- 309% increase in LinkedIn impressions in one month
- 286% increase in YouTube impressions in one month
- 12.73% increase in LinkedIn followers
- 29.96% boost in LinkedIn organic impressions
- 33.1% email open rate (industry average: 21.56%)
- 4.5% email click-through rate (industry average: 2.72%)
Services We Used.
- AI Buyer Personas
- Creative Services
- Digital Advertising
- Website Optimization
- Lead Generation
- Custom Reporting
- Search Engine Optimization
- Social Media Marketing
- Email Marketing
Financial Services Marketing FAQ
Successful marketing strategies for financial services include building trust, sharing educational content and using personalized messaging on digital platforms. We help firms attract and retain clients through SEO, targeted ads, strong branding and print materials, using a proven system to position them as reliable wealth management and financial planning experts.
In financial services marketing, branding is crucial for establishing authority, fostering customer trust and cultivating client loyalty. A strong brand identity communicates leadership and professionalism, helping industry providers stand out, appeal to high-value clients and foster customer relationships in a highly competitive, trust-based industry.
A successful financial services marketing strategy combines trust-driven branding, targeted digital advertising and educational content marketing. Core components include SEO, market research, personalized messaging, lead generation, thought leadership and a user-friendly website — all of which address customer needs, establish credibility, enhance visibility and attract potential customers.
Social Media Marketing
Reach emerging investors, multi-generational families and HR and business succession planners with targeted social media marketing for financial services. Our team tailors valuable information and creates platform-specific content across various channels, including LinkedIn, Facebook and YouTube, to enhance customer service and support your firm’s growth goals.