Marketing Finance

We are passionate about marketing finance sector's products and services - Agency Novelus

Marketing Finance

We help finance industry companies grow. Marketing finance – all financial products and services is our passion.

Marketing Finance Sector's Products and Services

Marketing Finance Industry Products and Services


Euros, dollars, yens, gold, bitcoins…


Exchanging rates, financial derivatives, loans, investments, savings, deposits, accounts, trading bonds…


Banks, investment companies, stock exchanges, government institutions, individual customers, company customers, insurance companies, pension funds, mutual funds…


Namely, all of these are the elements of a very complex and ever-changing financial sector.


Now more than ever, the financial industry has a need for a great PR and marketing strategy, as customers have almost lost their faith in it due to many global financial crises and crashes over the years.


However, everything is not lost! Customers still need the financial industry – they can’t be a part of the society without it.

Finance Marketing

Finance marketing today is mostly using digital marketing activities and tools, including online marketing, web design, and brand development.


The customers are already online, so financial businesses need to be online as well. The news, offers, changes and other information need to be shared as soon as they are available. Therefore, the best channels for information distribution are digital channels.

Furthermore, in order to succeed, financial businesses need to be super user-friendly. Also, they need to really listen to their clients and offer them the best solutions to their problems. Financial and insurance companies should tailor all their financial products and services to the best user experience.


Customers are becoming more and more demanding, informed and involved. So, personalization, as well as great customer nurturing and delighting programs need to be implemented.


So, what we advise our clients from the financial sector (financial institutions and companies) is that they need to be transparent, informational and educational. That is how they build trust with their customers.

At the same time, we help them follow all current industry trends and adapt their products and services to their customers’ needs and wants.


Today, it is not enough just to market and advertise a financial product so that it gets soled. Our marketing strategy for banks and insurance companies includes both pre- and post-sale activates.


Post-sale activities are as important as pre-sale ones. For that reason, we create great programs for delighting customers after purchase, educating them on the use of the services and products, and giving them additional value. We believe this is the right way to go to keep their loyalty.


Loyal customers can be worth ten times more than their original purchase. Moreover, keeping existing clients is four to eight times more cost-efficient than constantly looking for and acquiring new customers.

Best Practices In Finance Marketing

Marketing in financial industry does sound demanding, doesn’t it?

However, no need to worry! To the rescue come both, new and old marketing tools and activities.


Namely, we discovered that in finance marketing it is very important to concentrate on these marketing activities:



The best advice for great marketing finance is:

Focus on your customers!

Pay attention to your customers‘ feedback. Deciding on banking products and service is a long-term relationship decision and the buyer’s journey is sometimes longer.


For the success in the financial market,  we always advise our clients to widely open their eyes and sharpen their ears when it comes to the customers’ feedback.


We understand the needs and wants of the financial product and service users. The trick is to know what are the milestones in their lives that affect their finance, insurance and banking decisions.


We concentrate on commercial finance, financial services, and bank marketing. Our experience in marketing finance industry has established us as a great partner to financial and insurance companies and a high-quality provider of:


  • online finance and insurance marketing tactics,
  • website design for banks and insurance companies,
  • financial product development,
  • corporate brand development,
  • public relations crisis management,
  • inbound marketing for banks and insurance companies,
  • content and e-mail marketing, and
  • social media management.


We have the finger on the pulse of the finance industry and we make growing your business easy.

Read more about Finance Marketing on our Blog


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