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Quick Guide to Paid Social for Financial Marketers

Learn everything you need to know about showcasing your services on social media and reaching people where they spend the most time.

Is your financial institution struggling to increase account sign-ups or consultations, sell additional services to existing customers, launch a new product, or boost engagement?

We get it. Standing out to customers in a crowded marketplace can be challenging. These days, people can find similar financial services at competitive price points anywhere. If you want more business, you need to show people why they should partner with you (and do it with pizzazz).

A great way to showcase your value and outstanding customer experience is by placing creative ads on social media platforms. Failing to budget for this marketing channel prevents you from engaging people where they spend roughly 12 percent of their day. Unlock our secrets to the best paid social tactics for financial marketers, including:

  • How to set paid social goals
  • How to choose the right advertising platform for your buyer personas
  • How to report your performance to executives
  • Specific tactics and tools for increasing account sign-ups, upselling, and reaching your goals