Finance
We understand the constantly evolving relationship between customers and financial services businesses.
Our marketing strategies will help your team leverage these changes to increase revenue.
Who We Serve
Grow revenue, prove ROI, and increase brand awareness like the banks, credit unions, and other financial institutions we’ve helped, including:




How We Help
Increase ROI and Meet Organizational Goals
Deliver Content Catered to Your Customers
Navigating Legacy Systems
Achieve and Maintain Compliance
What Our Clients Say
After two websites, a lot of inbound marketing work and a HubSpot management program for one of our portfolio sites, it's clear that SmartBug Media knows what they're doing.
As the manager of over 70 providers in the HubSpot Service Marketplace, SmartBug Media managed to stand out above the rest in several ways—no small feat.
Not only was the creative work outstanding, but the knowledge... that SmartBug Media has of the HubSpot platform is superior to any other service provider that we contacted.

We’ve Got the Expertise—and the Accolades
We’ve worked with banks and credit unions large and small. We’re also globally recognized experts in Intelligent Inbound® marketing, marketing automation, and sales enablement. From achieving brand differentiation to demand generation, we deliver best-in-class marketing strategies focused on the customer experience.
How We Do It for Banks and Credit Unions
Marketing automation is only as effective as your marketing strategy and infrastructure are strong. We’ll take your specific goals and work them into a marketing strategy that plays nice with—and enhances—your existing systems.
You’ve thrown a lot into your martech stack, but do you have the resources to maximize your investment? We’ve got the expertise to help you set benchmarks and work toward your growth goals. We’ll focus on what’s currently working and create a digital marketing plan that complements everything you’re doing right.
Millennials might think that banks and credit unions are a dime a dozen—but your organization is particularly exceptional. We’ll help you stand out in a crowded marketplace with remarkable persona-focused content that hits every stage of the Buyer’s Journey.
Inbound marketing and financial services were made for each other. With its comprehensive, data-driven approach, inbound marketing turns visitors into leads and leads into customers. Our results- and goal-oriented strategies make sense of the numbers to make marketing more effective and increase your ROI.
Our Latest Banking Insights

COVID-19 Email Marketing Impact on the Finance Industry
This email marketing impact report uncovers the impact email marketing strategies in the finance industry had during the COVID-19 pandemic.
Read More
Three Challenges in Marketing Financial Services to Millennials
Which financial services marketing challenges keep your team from reaching its goals? Learn about common hurdles and how to overcome them.
Read MoreAre You Ready to Improve ROI with Digital Marketing?

Intelligent Inbound® Bootcamp for Financial Services Marketers
Want to secure more account signups, schedule more consultations, upsell existing customers, and drive revenue? Let us show you how to build trust in your financial organization with your target audience using inbound. Enroll in our self-paced five-week training bootcamp ... for free!