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Financial Services Marketing Trends Guide

Our recommendations on the latest online marketing techniques for Financial Services businesses

How will this guide help me and my business?

In this guide we examine the key trends, customer behaviours and new digital innovations which are shaping the future of the Financial Services (FS) sector. This guide has been created to share examples of the latest trends used across digital media and technology  to improve reach, user experience and conversions. You can use this sector specific guide to enable you to inform your digital strategy and keep up to date with unique trends which will shape future investments.

In many countries, the financial sector is facing significant challenges as new online services are created. In some, such as the UK, the government is actively seeking to encourage new entrants such as the new wave of challenger banks Atom and Modem and the incumbents seek to upgrade their legacy systems in order to meet the ever increasing expectations of digital savy customers.

The Financial services sector includes those services associated with managing money and personal finance. In the direct to consumer market this includes the following: Insurance Motor, Health, Life, Home Savings & Investments, Banking and Digital Innovation. Relevant trends including Blockchain, Peer to peer, money transfer and the emerging ‘fin tech’ sector. We also examine the impact of digital on the intermediary (IFA) market and for the benefit of the readers we have included case-studies from a range of product areas to maximise relevance.

Our financial trends guide shows you:

In this guide, we examine the key trends, customer behaviours and new digital innovations which are shaping the future of the Financial Services (FS) sector. This guide has been produced to share examples of the latest trends used across the digital spectrum to improve conversions, user experience and to explore the latest digital marketing trends. You can use this sector-specific guide to enable you to inform your digital strategy and keep up to date with unique trends which will shape future investments.

The guide explores trends, developments and digital innovations and how they apply to both businesses to consumers markets ranging from established financial services brands and new fin tech start-ups to IFA intermediary market.

Who is this guide for?

This guide is aimed at these roles working in the finance sector including:

  • Digital marketing and e-commerce managers
  • Paid search and performance media managers
  • Product managers

The Financial services sector includes those services associated with managing money and personal finance. In the direct to consumer market this includes the following: Insurance Motor, Health, Life, Home Savings & Investments, Banking and Digital Innovation. Relevant trends including Blockchain, Peer to peer, money transfer and the emerging ‘fin tech’ sector. We also examine the impact of digital on the intermediary (IFA) market and for the benefit of the readers we have included case-studies from a range of product areas to maximise relevance.

How is this guide structured?

The guide is structured according to a number of financial services marketing trends as follows:

  • Content marketing trends
  • SEO – Panda, Penguin and the ever importance of long tail planning
  • Google AdWords and Display
  • Apps and mobile within Financial Services
  • User Experience and CRO developments
  • Emerging technology
  • Social Media trends
  • CRM
  • IFA and investment brokers
  • Summary

Resource Details

About the authors

  • Format: Online long form with the latest trends
  • Related recommended resource: 
  • Authors: Annie Mangles and David Reilly

About the authors

Carolanne Mangles is the digital marketing executive and editor at Smart Insights and oversees all blog content. She is involved in SEO strategy planning and improving pages for higher organic reach. When she’s not in the office, you’ll find her hiking in the countryside, eating cake or petting the nearest animal. Connect with her on LinkedIn or follow me on Twitter

David Reilly is a Digital Skills Training, strategist and writer. His passion is exploring future technology trends, delivering training workshops and writing about topics such as digital acquisition, content marketing, B2B marketing, strategy and what it means to thrive in the digital world. David runs the ‘Future Thinking in Digital Marketing Meetup Group’ exploring the likely impact of future technology disruptions

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