At First Page Sage, we have over 12 years of experience working with compliance teams to create high-ROI, sustainable lead generation systems for financial services firms. The three components of our service are:
Systemized Lead Generation
Our approach combines SEO, thought leadership, and conversion optimization to position your firm as a leader in the finance industry, and turn your website into a lead generation machine.
Generate Qualified Leads
Our process generates leads that read your content, and contact you already having a high degree of trust in your firm. This means shorter sales cycles for your team, lowering your customer acquisition costs.
Lead Tracking and Attribution
We want you to know exactly where your leads are coming from, and how much ROI you see from each channel. Our reporting specialists will work with your team to ensure you have attribution systems in place to fully understand how new clients find your firm.
Financial services firms that we’ve provided lead generation services for include:
How We Generate Leads For Financial Services Firms
Trust is the most important commodity in finance, and few clients are willing to take risks when it comes to finding a new financial services firm, whether it be for wealth management, portfolio management, or tax & succession planning services. That’s why the foundation of our lead generation service is high quality thought leadership content.
We start by learning everything about you and your services, your direct competitors, and what led your clients to choose you over your competition. We use this knowledge to create detailed personas of your most valuable clients, and build a lead generation strategy centered around the proven Hub & Spoke model of SEO. We organize this using a 12-month editorial calendar that lays out the full plan for your campaign, so you know exactly when you can expect results.
Next, our expert writers will create blog articles, landing pages, and specialized content such as reports and white papers that showcase your unique outlook on the market. Each of these will target a transactional keyword that is highly searched by potential clients who are actively looking for a new financial services firm to work with. From annual reports on global wealth management, to guides to 1051-b plans for executives at public companies, to landing pages on refinancing vs. consolidating student loan debt, each of these will be optimized to push visitors through the conversion funnel, directly to your sales team.
Our Results
Over the past 3 years, we’ve achieved an average return of $2.0M of net, new revenue for our clients in the financial services industry. We’ve worked with both B2B and B2C companies, and these clients have included payment processors, banks, and developers of end-to-end loan origination software. Below are other relevant statistics based on average client data over the past 5 years.
Financial Services Statistics:
- Average 3-Year ROI: 1,031%
- Time to Break Even: 9 months
- Lead-to-MQL Conversion Rate: 29%
Financial Services ROI
