Social Media Financial Services

Grow Your Firm Through Social

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Gain new business and build your clientele with social media.

With thousands of other financial businesses on social media, how are you supposed to stand out in the crowd? You work with a social media marketing agency that truly knows your industry and understands your clients.

Meet us. Let’s get started!

social media for financial services

More Clients

Secure more clients by making your firm more well known and accessible across social platforms.

Build Credibility

More activity on social media builds credibility with your followers. They trust your organization and the advice you give.

Build Awareness

Use social media to expand your reach beyond your local community. Provide financial solutions to a growing audience.

Social Media for Financial Services

Social media marketing for financial services has evolved to help companies grow their business. For example, Banks are using Facebook to reduce the costs of customer service. Online lenders like Kabbage and OnDeck has used social media as their core marketing channel to drive online traffic.


Social media marketing for financial services provides the opportunity for financial advisors, accountants, bankers, and insurance agents to reach their customers. Social media in the financial services industry can not only increase awareness, but also improve customer retention and sentiment with existing clientele.


Your financial services company has an opportunity to use social media to build trust, establish credibility, and showcase that you are expert in the financial field. Our agency has worked with several financial services companies and has implemented foolproof controls to ensure regulatory compliance, while maximizing social media results.

Schedule a Free Consultation Today.

social media financial services

Why Do You Need Social Media Financial Services?

Social media is the new word-of-mouth for financial services. It is how your target audience communicates in the modern age. The average person spends at least 135 minutes per day on social media sites.


If your financial services company is like most, word-of-mouth has played a vital role in generating clientele. And as social media becomes more prevalent, you cannot afford to not have an active social media presence. With over 81% of consumers researching brands online prior to making a decision, a ineffective social media presence can negatively harm your brand and bottom line.


Social media for financial services is no longer an option or trend. It is a must if you wish to compete in the years ahead.

financial social media ads

How We Generated >2,000 Leads in Just 5 Months!

From grants to funding to credit to advisers and everywhere in between, our firm helps all types of companies in the financial industry. Even if you have an “off season” we can help you make the most of your busy season. One of our clients holds seminars for parts of the year and turned to us for help in getting people to his financial seminars. Of course we suggested social media because there’s no faster or more economical way to reach thousands across multiple zip codes. We promote his seminars for a few months and generate thousands of sign ups. For a recent seminar, we generated 2,075 registrants in 5 months at just $9.24 cost per attendee. He was very pleased with this turnout and how quickly it happened!


Unique Factor

The first step in developing a successful social media campaign for financial services is finding out what makes your business unique. Our social media managers will find this out through sending you a questionnaire and discussing it with you over a phone call.

Customer Persona

The next step is to determine what your customer persona is. What problems do people have that your financial services will help them solve? What financial pain points do they have? What are the ages of clients who use your financial services? These are key areas we will research to make sure we spend our energy on the best audience.

Engaging Content

At this point, we know what makes your financial services unique and who your ideal customer is. Now, that we understand your audience’s interest, we can craft content that they will enjoy. When doing social media for financial services, we mainly try to educate your audience with content that help them realize the value of your products and services.

Relevant Followers

As your brand is pushing out valuable content, we continue to build an audience following that will resonate with your content. It is important that your content reaches your desired audience. There are several paid and organic options to expand the reach of your content. Our social media managers will advise you on the best ways to promote your financial services content.

Measure Key Metrics

One of the best parts about social media financial services is that it is 100% measurable. Our social media financial services includes 24/7 analytics that includes follower metrics, engagement metrics, and much more.


We use these metrics to monitor your firm’s social media growth.

  1. Follower Growth. As your follower numbers increase, so will your brand awareness & clientele stats.
  2. Increased Engagement. Interaction with clients across all channels is key. You want to see an increase in likes, comments & shares.
  3. More traffic. The more users you are seeing visit your site, the more interest you are cultivating about your services.


We understand financial services.

Our agency has a keen understanding of the financial services industry and how to best position your business on social media. We’ve worked with banks, accountants, insurance agencies, financial brokerages, and more. We understand the importance of regulatory compliance when posting on social media. When you have a partner that understands your industry, you’re twice as likely to see results than with a partner that doesn’t.

We produce unique work.

If you use our social media financial services, you will get unique work delivered to your campaign. We build custom strategies, unique content, and produce authentic followers and engagement for our financial services clients. If you want custom work, performed by real people (not bots) that understand the financial industry, then we are the agency for you.

We are a full-service agency.

Our social media financial services encompasses all aspects of social media marketing. This include content creation, reputation monitoring, follower and engagement growth, and reporting. Our agency also can enhance your social media campaign with our advertising, blogging, and graphic design services. Even if you need other online services like email marketing, SEO, or website design, we have the resources available to support you. We are a true partner for all of our online marketing needs.

We’ve driven over 983,287 leads for clients through digital marketing.

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Client Testimonial

“LYFE Marketing made it possible for our business to focus on what we do best. Their knowledge and expertise has freed up valuable time. One of the best agencies I’ve worked with and I highly recommend them”

–  David