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Financial Services Marketing Agency.

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    This assessment is for established healthcare and wellness businesses only.



    AI-Powered Marketing Strategies

    Building Trust, Visibility and Growth for Financial Service Providers.

    At Jennings Social Media & MarTech (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.

    30% annual revenue growth and 309% increase in LinkedIn impressions. Award-winning financial services marketing that gets real results. Your turn?

    Schedule a Free Strategy Call

    Since we met Val’s group, we have been growing since that time, from 2022, by about 30% a year. That has been fantastic for us as we’ve been able to secure a number of new clients. She’s created a process for us to really distinguish ourselves and show why we’re really different from some other firms. 

    – David Freisner, CEO – Wealth Management Firm

    Why Financial Services Companies Choose Jennings Social Media & MarTech (JSMM)

    With our deep understanding of the financial landscape and commitment to delivering results, we help businesses like yours stand out in a competitive market. Our tailored approach ensures you not only reach your target audience but also engage them in meaningful ways. Our approaches include:

    • Utilizing advanced tools to create precise, actionable buyer personas
    • Crafting engaging, value-driven content that resonates with your audience
    • Building professional, user-friendly digital experiences that reflect your firm’s values
    • Expanding reach and fostering engagement through strategic and personalized social media marketing 
    • Achieving outstanding open and click-through rates with customized email strategies
    • Integrated multi-channel campaigns for maximum visibility and impact
    • Leveraging real-time insights to refine strategies and drive sustained growth
    Let’s Get You Results Like These

    Email Marketing

    Digital Advertising

    Search Engine Optimization Services

    Content Marketing

    Our results look like a 33.1% email open rate and a 286% growth in YouTube impressions. Tailored financial services marketing that gets real impact.

    Find Out How We Did It

    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.

    Contact Us

    Case Study: FFLLOOWW Body & Soul Influencer Launch Event – Jennings Social Media & MarTech (JSMM)

    Brand Strategy, Event Marketing, Influencer Marketing

    Discover the campaign that earned us a Finalist Spot for ‘Best Content Marketing Program in Healthcare’.

    Digital Marketing, Digital Marketing Strategy, Video Marketing

    Driving Engagement In Home Comfort Innovation With Digital Marketing

    Digital Advertising, Digital Marketing, Digital Marketing Strategy, Social Media Engagement

    Maximizing Coupon Redemption: How We Leveraged Meta Ads and Email Marketing

    Digital, Digital Marketing, Email Campaign

    Maximizing Conversions and Brand Visibility

    Digital Marketing, Tourism

    Maximizing Engagement and Cost Efficiency: A 2024 Digital Media Strategy

    Branding, Digital Advertising, Digital Marketing

    Drive Bookings with Powerful Digital Marketing for Tourism

    Digital Marketing, Tourism

    Marketing a Restaurant: Building a Brand and Website

    Branding, Web Development

    Scaling A Telecom Construction Company Website Design

    Branding, Web Development

    Bringing Innovation to Light: Video Marketing Strategy

    Digital Marketing Strategy, Video Marketing

    SERVICES

    Financial Services Marketing.

    Growth Marketing & Google Advertising

    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.

    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.

    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

    Ready to grow your reach like never before?.

    Let’s build a strategy that gets your brand in front of the right people, on the platforms that matter.

    Request A Quote.




      This assessment is for established healthcare and wellness businesses only.



      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.

      See More Success Stories

      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.

      How to market financial services?

      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.

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      TESTIMONIALS

      Hear from Those Who Know Us Best.

      I love working with Jennings Social Media & MarTech because their innovative digital marketing solutions are tailored specifically to our business and target audience. They stay ahead of the latest technologies and truly take the time to understand our goals and pain points. What sets them apart is their focus on defining buyer personas, ensuring every campaign connects with what our customers genuinely care about.
      Lindsay JankovicLumitex
      Our experience with Jennings Social Media & MarTech has been exceptional. When launching my industrial automation company, I needed to build strong name recognition, and Valerie and her team knew exactly how to position us. Their insight and strategic approach helped me clearly define our competitive strengths and differentiators. Working with JSMM has truly been time and money well spent.
      Alex PoolMasked Owl Technologies
      Valerie and her team at Jennings Social Media Marketing have been my go-to resource for PR, social media, paid media, and full-scale marketing strategy for over 15 years. From supporting a startup division at the world’s largest vacation ownership company to projects throughout my 20+ year hospitality career, they’ve consistently delivered results. Valerie is a hands-on leader who stays ahead of what drives real conversion.
      Sean Smith
      A very creative and hard-working group. They have been great to work with and we anticipate many more years of working together with them.
      Nick Jones
      Great execution and reporting. High quality content and curation.
      Kyle BergerKompass Kapital

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