Financial Services Performance Marketing
Lead generation for wealth management, insurance, lending, and fintech companies.
Financial Services Quick Facts
Typical Investment Range
$25K-$250K/month
Average CAC Range
$500-$5,000
Average LTV Range
$10,000-$100,000
Key Keywords
Financial Services Marketing Challenges We Solve
Every industry has unique challenges. Here's how we address the specific obstacles facing financial services companies.
Common Challenges
Strict compliance and regulations
High trust requirements
Complex product education needs
Long decision timelines
Sensitive financial targeting
Our Solutions
Compliance-approved ad copy and landing pages
Educational content funnel strategies
Remarketing with value propositions
Calculator and tool-based lead capture
Webinar and consultation funnels
Best Services for Financial Services
Google Ads & YouTube Management
Search, Shopping, Display, Performance Max, YouTube
We've mastered every aspect of the Google Ads ecosystem through years of enterprise-level optimization and direct platform experience. We understand how to engineer campaigns that drive scalable, profitable growth at any scale.
Key Benefits for Financial Services:
- Search campaign architecture and optimization
- Shopping feed optimization and bidding strategies
- YouTube campaign creation and creative testing
Meta & LinkedIn Advertising
Facebook, Instagram, LinkedIn campaign management
We extend performance across all major platforms, managing high-impact campaigns on Meta and LinkedIn. Whether reaching consumers or business decision-makers, we deploy the right creative, audience strategy, and measurement framework.
Key Benefits for Financial Services:
- Advanced audience targeting and lookalike modeling
- Creative testing and optimization frameworks
- LinkedIn B2B campaign optimization
Analytics & Measurement
GA4, attribution modeling, incrementality testing
Every engagement begins with strong measurement. We build reliable, modern analytics foundations so you can trust your numbers. Our team is fluent in attribution, incrementality testing, and marketing mix modeling.
Key Benefits for Financial Services:
- GA4 implementation and optimization
- Custom conversion tracking setup
- Attribution modeling and analysis
AI & Future-Ready Strategy
LLM optimization, conversational commerce, AI monitoring
As the marketing landscape shifts toward AI-native interfaces, we help brands stay visible and relevant. From monitoring your brand's representation in AI outputs to advising on strategies for conversational commerce.
Key Benefits for Financial Services:
- AI search optimization and monitoring
- Large language model visibility strategies
- Conversational commerce preparation
Financial Services Marketing FAQs
What makes PCG different for Financial Services marketing?
Unlike generalist agencies, we specialize exclusively in financial services marketing with deep understanding of your industry's regulations, customer behavior, and competitive landscape. Our team has managed campaigns for numerous financial services companies with budgets ranging from $25K-$250K/month.
What results can we expect for Financial Services campaigns?
Based on our experience with financial services clients, we typically achieve $325 in key performance metrics. However, results vary based on your specific market position, budget, and competitive environment.
Do you understand Financial Services compliance requirements?
Absolutely. We stay current with all financial services advertising regulations and platform policies. Our campaigns are designed to meet compliance standards while maximizing performance within those constraints.
Ready to Dominate Financial Services Marketing?
Get a customized strategy built specifically for financial services companies with proven results and industry expertise.