With the new year now upon us, businesses are looking at the best choices to make to move themselves forward into 2025 with greater success. Marketing is at the heart of most of those changes. For financial services industries, staying on top of marketing trends is just as important as staying on top of industry changes. As you look at the coming year, here are the financial services marketing strategies that you need to fuel your success.
Build an Effective Google Business Profile
SEO for financial services businesses remains a top priority as you market in 2025, but a Google Business Profile has quickly risen to the top as one of the most important tools in your efforts. If you haven’t already, claim and verify your Google Business Profile. Then, work to optimize it.
For your profile to work for you, it needs your name, address, phone number, and business hours. It also needs a clear listing of what financial services you offer. Photos of the business and your people are also helpful. Once the profile is ready, you can encourage satisfied clients to leave reviews, and you can post offers and updates to make it appear even more relevant to Google.
Focus on Omnichannel Marketing Strategy for Financial Services
One of the key ways to build your business as a CPA or investment brand is to focus on omnichannel marketing. Omnichannel marketing is customer-focused marketing that ensures all ways a customer interacts with your business bring a consistent, value-driven marketing message. Whether a client reads your blog, engages with you on social media, comes across your Google Business Profile, or sees a print-based ad, they should have the same experience and receive the same message.
The best way to ensure that omnichannel marketing is working as it should for your business is to have a platform where you can see all of your marketing in one place. This type of platform will allow you to spot and fix inconsistencies when they develop, so the message is consistent across all platforms.
Improve Data-Driven Marketing
As a financial services provider, you know the importance of good data. Data is also important for your online marketing efforts. Find ways to analyze your efforts, and then use the data from your analytics to make informed changes when needed. Data-driven marketing for financial services professionals is more effective and efficient, so you will get a higher ROI for your investment in marketing.
However, as you look at ways to use data to your advantage, remember that security and privacy need to remain a top priority. Make sure your site has effective security protocols in place to keep your customers safe.
Hone in on Local SEO for Financial Services Businesses
One factor that is going to be vital moving into 2025 for financial services professionals is the need for local SEO. You need to reach a local target market to grow your business, and more and more people are relying on search to find their financial advisors, at least for part of the process. Local SEO will send the right signals to Google and the other search engines to ensure people in your community see your website first when searching for a financial product or service.
The factors that impact your local SEO include:
- Business directory listings
- Google business page
- Consistent name, address, and phone number across websites, profiles, and listings
- Local SEO terms
- Reviews and ratings from your clients
Get Engaged with Your Community and Customers
Through social media and reviews, you have a valuable opportunity to engage with your customers and clients. Take this opportunity. Community engagement makes your business seem viable to the people in your local community who need your services. You become more than just a business name. You become a company with a personal image they can relate to.
In addition to being engaged online, take a personal approach to community engagement. Support local initiatives or sponsor a local kids’ sports team. The more places you can get your name out there in your local community, the better it will be for your overall image and marketing efforts.
Pay for Local Visibility
Another factor to consider for your 2025 marketing budget is paid advertising. Pay-per-click advertising for financial services professionals can increase your local visibility even while you’re working on your local SEO efforts. You can pay for ads on Google, LinkedIn, Facebook, and other platforms where your target clients spend time.
Generally, paid advertising should be a smaller part of your overall marketing budget, but it can still be quite effective. If you target the right PPC keywords, send clients to carefully designed landing pages, and make the most out of the leads that come in through this marketing channel, it can be an effective way to draw more people to your services.
Don’t Neglect SEO
At this point in your marketing game, you probably have heard of and implemented SEO, or search engine optimization, for financial services professionals. However, the key to making SEO work is understanding that the rules are constantly in flux. They will change, and your website needs to make changes as needed.
Make sure your website stays optimized for the current whims of Google. Keep researching relevant keywords, especially for new financial products or services you add this year. Monitor and analyze your results so you can make adjustments as needed.
Leverage the Power of AI
AI is going to be a key player in financial services marketing in 2025, so now is the time to embrace it. You can use AI to help with analytics, giving you insights into what’s working and what’s not for your marketing efforts. You can also automate your workflows using powerful AI tools.
With AI, you can analyze the behavior of clients and website visitors at the click of a button, giving you valuable data you can use to make better choices for your business. You can use content recommendations brought through AI and ensure that the content you produce is free of grammar errors and mistakes that would reflect poorly on your business.
Remember that Content is (Still) King
If you look back on marketing recommendations for past years, chances are that you saw a strong emphasis on content. This emphasis is still valid in 2025. People want to see that their financial services professional is knowledgeable and authoritative. They also want to do business with a company that provides helpful, educational content.
However, the type of content is changing. While website pages and blog posts are still vital and will support your SEO efforts, that is just one channel to pursue. Video marketing is becoming important for the modern client, and you can increase your authority and visibility by leveraging video well. Financial services professionals can market with podcasts as well, educating their clients about financial trends while also drawing in new ones. You can even use live Q&A sessions on social media to gather more traffic and show that your firm is an expert in the market.
Take a Mobile-First Marketing Approach
More and more people rely on their phones instead of their computers when doing research about companies with which to do business. It’s just too convenient to have the power of the Internet in the palm of your hand. Yet, many financial services businesses haven’t adjusted their websites to be mobile-friendly. Instead of designing your online content and website for desktop users and then adjusting it for mobile, consider taking a mobile-first approach in 2025. Design for mobile users first, and you will find more success.
When it comes to designing for mobile users, think beyond just the website. Make sure your customers have a convenient and accessible online banking or financial tracking platform. This tool will make them more satisfied with your business, which in turn will generate more traffic and positive reviews. The traffic and positive reviews will indirectly affect your marketing efforts.
Get an All-in-One Marketing Tool to Improve Your Financial Services Marketing in 2025
Whether you’re an investor, CPA, bank, lender, or another type of financial services provider, your time is stretched thin. There are many things you need to do each day to meet the needs of your clients, keep track of market changes, and grow your business. Find an all-in-one marketing tool to help you with your online marketing efforts so you can create successful marketing plans without adding more to your “to-do” list.
Surefire Local is a great option for CPAs and other financial services providers looking for a marketing tool. With powerful analytics, AI-generated recommendations, automated workflows, reviews management, and local SEO, among other features, this tool has all the features you need to successfully manage your marketing efforts without too much time and effort. To see how well it works as a financial services marketing tool, request a demo of Surefire Local today.