Above all else, two things are key to effective digital marketing for financial services: first, finding a compelling way to communicate a brand’s value proposition while remaining compliant with regulatory requirements, and second, knowing how to use data and CRM effectively.
Founded by an agency veteran with a long history of working with highly-regulated verticals including banks and pharmaceutical companies, Mindtap applies that experience to providing effective digital marketing for financial services to a robust client roster that includes wealth management firms, roboadvisors, and non-traditional lenders.
Our experience with digital marketing for financial services allows us to hit the ground running rather than spending your money to learn your industry – or worse, learn about regulations governing financial services marketing the hard way. And that translates into piece-of-mind and a shorter path to ROI for you.
Our approach to digital marketing for financial services gets results. Find out what we can do for you today.
Digital Marketing for Financial Services Experience
United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $16 billion in assets under management. Mindtap has been helping UC get the most out of Hubspot’s marketing software for more than two years. Engagements have ranged from email marketing, to lead generation campaigns to developing complex cross-platform automation workflows.
Swell Investing is a Pacific Life backed impact investing platform that launched in July 2017. When they needed an agency that could ensure that their world-class brand work was properly executed in HubSpot, they came to an agency that had received a HubSpot Impact award for doing just that.
Founded in 1976, Carter Financial Management helps affluent families, business owners, professionals and executives achieve their financial goals through the thoughtful application of financial, tax, legal, business and philanthropic expertise. Having been unhappy with each of the many forms their website has taken over the years, this well-known Dallas firm selected Mindtap in July 2017 to deliver an online presence the whole firm can be proud of.
Jet Capital is a fintech firm founded by a group of experienced small business owners and startup veterans on a mission to empower entrepreneurs with access to small business funding solutions that meet their unique needs. Mindtap designed and developed Jet Capital’s visual brand (logo, color palette, typography), digital marketing collateral, and corporate website.
Balance Credit is a non-traditional online lender offering unsecured, personal installment loans and credit services for people who need cash, fast. On the recommendation of one of our clients at United Capital, Balance’s incoming SVP of Marketing engaged Mindtap to develop a a digital brand strategy to validate and recommend improvements to the digital work that had been deployed to date.
Cantrill Financial Group is an independent holistic planning firm. Their firm’s mission is to deliver a Concierge Financial Service Experience that can be found at large Wealth Management Firms, but retain the accessibility and flexibility of a boutique planning firm.