We work with financial service providers of all types
From retail banks and commercial lenders to payment platforms and cutting-edge Fintech startups, Magneti helps financial organizations of all types and sizes accomplish their marketing goals, expand their reach, and unlock higher levels of growth.
Marketing Compliance
We’ll help you navigate results-driven marketing while staying within the lines of compliance. From regulations to disclosures, we can help you communicate clearly without compromising a compelling, engaging brand experience.
Simplifying a Complex Landscape
The world of finance can often seem complex and overwhelming to your customers. We specialize in taking big, complicated concepts and guiding people through them, arriving with the knowledge and confidence they need to make informed decisions.
Our work with Petra Financial Advisors
Petra Financial Advisors came to us to evolve their sales materials and better communicate the breadth of services they offer, along with their dedication to excellent service. Together, we shaped collateral that evolved the application of their brand, helped them stand out in their space, and improved the materials in their sales process.
Your path to growing your reach
A rock-solid understanding of your market is the foundation of sustainable growth.
There are four phases to growing results:
Market & Audience Research
Gain clarity through qualitative and quantitative research methodologies. Our financial service research offerings can unlock key insights into your brand, your market, your competition, and your audience members — and the motivating triggers that drive them to take action.
Identity Evolution
With validated research insights in hand, we can guide you through visual and verbal brand evolutions that are true to who you are, resonate with your target audience, and carve a unique space within your market.
Digital Infrastructure
We’ll help you translate brand evolutions into your online presence and unpack your marketing goals. From there, we can help you build the right digital marketing infrastructure to accomplish them — from additional website features to the right email automation platform and advertising channels.
Marketing Program Development
With the right infrastructure in place, we’ll help you invest your marketing dollars into the most effective channels, and help you build a sustainable, growing marketing presence. From digital setup to campaign execution, we’ll help you drive bottom-line results that deliver growing returns.
Unlock growth with custom financial marketing solutions
We’ll right-size our custom financial service marketing solutions to match your organization’s goals. Together, we’ll develop a marketing program that delivers consistent, growing ROI.
Brand Development
We’ll help you translate the perceptions you want to own into an evolution of your visual and verbal identity — crafting a foundation that resonates with your target audience and sets you apart in your market.
Digital Marketing
We’ll unlock growth through compliant, multi-channel marketing campaigns, with transparent reporting and consistent adjustments to drive tangible ROI for your organization.
Research & Analytics
Give the voice of your customers a seat at the table, explaining what they look for when choosing a financial services provider. Our research process and digital marketing analytics can inform business-level decision-making — and drive better marketing results.
SEO
Rise in search rankings and get found more easily through an investment in content marketing. While SEO can take time, it provides some of the highest returns of any marketing channel — just like compound interest.
Content Marketing
Invest in helpful marketing content that drives action from your audience — from subscriptions to your email list to sign-ups for your services. We’ll help you create content that’s genuinely helpful to your audience, matching the questions they’re asking and positioning you as an expert they can turn to.
Paid Search
Utilize your budget wisely by partnering with paid search experts who can help you maximize the reach of every dollar. Through consistent testing and excellent creative, we’ll help you drive more traffic and leads.
Social Media
Partner with an agency that has the experience to navigate social media algorithms, and create branded content that’s true to who you are — and compelling enough to reach your target audience.
Marketing Automation
Amplify your efforts by implementing personalized marketing automation. We believe that technology should strengthen human connection — not replace it. We’ll help you implement automation in a way that strengthens the brand equity you’ve worked so hard to maintain.
Public Relations
Our public relations experts have years of experience growing awareness, gaining traction, and amplifying the activities of organizations of all shapes and sizes. From your next big announcement to your unique perspective on financial services, we can help you tell your story to a bigger audience.
Web Development
Your online experience is a direct extension of your brand. We can help you ease the friction of online tools to provide your audience with a better experience and add unique features to help you deliver your services more efficiently.
Our work with Canaanside Wealth Partners
Canaanside Wealth Group came to us wanting to understand their market in-depth, evolve their brand identity, and hone their messaging to better communicate who they are and what they have to offer. Together, we helped them refine their brand identity and create compelling messaging to expand their reach.
Let’s Get Started
Choose an experienced financial services partner who can radically grow the reach and impact of your marketing.