Digital Marketing for Financial Services, Built for Compliance
- The firm that won your prospect wasn’t a better advisor. It was easier to find, and its ads cleared compliance first.
- Financial services SEO, Google Ads and LinkedIn Ads written to your rules, so drafts clear review instead of bouncing for weeks.
- Reported on qualified inquiries, funded accounts and assets added, not traffic.
Your Free Financial Services Marketing Audit
Claim your digital marketing strategy, valued at $3,000
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Sheridan
We’ve been working with Online Marketing Gurus for over a year now to help scale our organic performance. We’ve had some great uplifts in visibility and the team is very thorough in not only understanding our business but the wider industry as whole – feeding that back into our strategy. Thanks to Jazmin, Chantelle and Danny for their attention to detail. I’m excited to see the results of their new strategy and further drive the future of Sheridan to greater success.
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Calvin Klein
I have been working with Mez and Andrew since 2013 across multiple retail brands. Measurable results and advice to further grow the business. The team at OMG are personable, honest, reliable and talented.
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Artline
We’ve been utilising the services of OMG for over 2 years and couldn’t be happier! The level of commitment and insight the team brings to the campaign has been fantastic.
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Huskee
OMG are one of the best agencies out there, especially if you have a more complex niche that you are trying to target and engage. They are extremely transparent, provide…
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Fujitsu
The team at OMG are super lovely to work with and in a short amount of time have been able to deliver above and beyond what we originally expected.
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Harman International
OMG has been with us every step of the way, and its a big part on our successful campaigns, i highly recommend the clever, digital savvy individuals that are part of this agency.
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So Watt
One of the best digital marketing company to work with – organised team, knowledgeable and helpful staff, especially Elodie. Highly recommended.
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Workscene
It’s been a pleasure working with OMG over the past year! My account manager, Matthew has been very responsive and great to deal with as I look to grow the business in the digital space. They’ve provided great result for both Google Ads and Facebook Ads. Highly recommend OMG! proactive and very pleasant to work with.
Sound Familiar?
Prospects Are Researching. Your Competitors Are the Ones They Trust.
Choosing an advisor, lender or platform takes weeks, and prospects check credentials before they call. If your firm is hard to find or hard to verify, they move on.
The Report Counts the Wrong Thing.
A guide download counts the same as an owner planning to sell a business. A started application isn’t a funded loan. And last click reporting credits the search for your firm’s name, hiding the content that persuaded them weeks earlier. We agree what a qualified inquiry is before launch, then report against it.
Trust Gets Checked Before the First Call.
Anyone can look an advisor up on FINRA BrokerCheck or the SEC’s Investment Adviser Public Disclosure site, and prospects do. So credentials, registrations and the people behind the firm should be easy to confirm on your own pages, with a named author on every article.
FINRA, SEC and Lending Rules, Without Copy That Says Nothing.
FINRA Rule 2210 governs broker dealer communications. The SEC Marketing Rule allows adviser testimonials only with required disclosures. Under Regulation Z, a loan ad that states a payment amount must also state the repayment terms and APR. We write to your rules from the first draft, and nothing runs without your compliance reviewer’s approval.
What We Do for Dentists
Six Digital Marketing Services for Dentists That Bring New Patients to Your Practice
Each channel is judged on the same number: what a qualified bid, and then a signed project, costs you.
SEO for Financial Advisors and Wealth Managers
Prospects search by situation, such as retiring early or selling a business. Financial advisor SEO means a page for each situation and a credentialed profile for each advisor, linked to BrokerCheck where FINRA Rule 2210 requires it. A financial advisor marketing plan starts narrow, with one or two client types. We report assets under management added.
Google Ads and Microsoft Ads for Regulated Products
Paid search catches high intent product and comparison searches. In the US, Google bars targeting consumer credit ads by age, gender or ZIP code, so campaigns are built to those limits from the start. Your compliance team approves every variation before it runs.
AI Search Visibility (GEO)
Prospects search by situation, such as retiring early or selling a business. Financial advisor SEO means a page for each situation and a credentialed profile for each advisor, linked to BrokerCheck where FINRA Rule 2210 requires it. A financial advisor marketing plan starts narrow, with one or two client types. We report assets under management added.
Mortgage and Lending Marketing
Borrowers search by product and place, so each loan type needs its own page per market. Every rate or payment line is written with Regulation Z’s disclosure triggers in mind. Mortgage marketing is reported on funded loans and what each one cost, not applications started.
Fintech Landing Pages and Conversion
For fintech, the conversion that counts comes after sign up: a verified, funded, used account. Fast application pages, readable calculators and plain English fee pages carry that. Federal rules bar implying an uninsured product carries federal deposit insurance, so every line about where customer money sits gets a second read.
Financial Services SEO and Paid Media,
Backed by 14 Years of Results
Not Sure Which Product or Market to Fund First?
Case Studies
How Financial Firms Get More From Their Marketing
Practical work tied to outcomes a finance team can check: better qualified inquiries, lower acquisition costs and more of them becoming clients.
How Treadstone Grew Total Keyword Indexation 327% in Six Months
Since 2003, Treadstone has practiced common sense lending, building a team defined by drive, integrity and a dedication to redefining the mortgage industry. Co-founded by Kevin Polakovich and Brendan O’Driscoll, the business approached OMG in March 2022 to grow organic visibility and drive more traffic to their website.
327%
Increase in overall keyword reach
206%
Increase in keywords in top 3 position
More Case Studies
327%
Since 2003, Treadstone has practiced common sense lending, building a team defined by drive, integrity and a dedication to redefining the mortgage industry. Co-founded by Kevin Polakovich and Brendan O’Driscoll, the business approached OMG in March 2022 to grow organic visibility and drive more traffic to their website.
Treadstone Mortgage
Finance
1,400%
ISS MI has been working with OMG since the beginning of 2025 and has continued to see strong growth across all digital channels throughout the partnership. We are currently managing the client’s SEO, PPC (Google and Microsoft), and LinkedIn campaigns as part of an integrated digital strategy.
Institutional Shareholders Services Inc.
Finance
Design
Synerfin Asset Finance is an asset and equipment finance broker, delivering tailored funding backed by access to the country’s most competitive lenders. From vehicles, trucks and trailers to specialised machinery, marine and working capital, Synerfin helps businesses get the equipment they need to grow.
Synerfin Asset Finance
Finance
In The Last 12-months We Delivered Our Digital Marketing Clients
70M+
Generated more than 70 million clicks for our clients.
$761M+
Delivered over $761 million in new revenue for our clients.
5.6M+
Helped our clients achieve over 5.6 million conversions.
4.1B+
Delivered powerful results through 4.1 billion impressions.
Why Choose Us?
What Multichannel Growth Looks Like in Institutional Finance
A wealth firm, a credit union and a mortgage lender all sell trust, but each answers to different rules and wins clients differently.
Financial services SEO builds the authority that earns organic visibility, while Google Ads and LinkedIn Ads reach people ready to act.
Everything passes your compliance review first, and we report on qualified inquiries, not clicks.
Wealth Management and Financial Advisors
High net worth clients research quietly before they ever book a call. Financial advisor SEO puts your expertise on the questions they search, from retirement planning to estate strategy. LinkedIn Ads reach business owners and executives by role. Testimonials and performance claims stay within the SEC Marketing Rule or FINRA guidance, and your compliance team signs off before anything goes live.
Banks and Credit Unions
Members compare rates, branches and apps before they open an account. Bank and credit union marketing focuses on the products that matter most, from checking and savings to auto loans and business banking, across your branch footprint. Rate pages carry the required disclosures, and every account opening or loan application is tracked back to the channel that drove it.
Mortgage Lenders and Fintech
Mortgage searches rise and fall with rates, and fintech buyers compare in minutes. Mortgage marketing builds in NMLS details, fair lending language and ads shown only in states where you’re licensed. Fintech marketing pairs product search with paid campaigns that move users from sign up to funded account. Budget follows rate cycles and conversion data, not a fixed monthly plan.
The OMG Difference
Why Financial Firms Choose OMG Over Other Marketing Agencies
Choosing a financial marketing agency should give you clarity, not just reports. You should know which products are bringing in qualified inquiries, which channels your compliance team can trust and what each new client or funded account actually cost.
We Partner with the Best
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Semrush Agency Partner
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Ahrefs Agency Partner
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Shopify Agency Partner
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WordPress Agency Partner
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Google Agency Premier Partner
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Microsoft Agency Premier Partner
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Meta Agency Premier Partner
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Pinterest Agency Premier Partner
Three Things You Won’t Get From Your Last Agency
Gurulytics: Live Reporting, Not Monthly Surprises
SEO and paid media sit in one live view, each month set against the last and against a year earlier. Funded loans and signed mandates live in your CRM, so we read them beside Gurulytics to get a real cost per qualified inquiry.
The TLC Framework: That actually works for your business
We fix the weakest pillar first. Technical means fast, secure application forms and calculators search engines can read. Links come from sources your compliance officer would be comfortable seeing. Content is a page for each product, written by named authors whose credentials a reader can check.
14 Years of Tested Experience, in the US Since 2019
Thousands of campaigns across six offices, with our US team in Dallas. Evidence Driven SEO starts with your economics: what a new client is worth, which markets you want and what compliance won’t allow. Each tactic comes with its reasoning, so you can defend it to an examiner. We don’t promise #1 rankings. You see the evidence as it builds.
Meet the Team
Your Dedicated Financial Services Marketing Team
One named account manager is your point of contact, and the specialists doing the work take your questions and your compliance team’s directly.
No playbook copied from another industry.
Senior Marketers Who Speak Compliance Fluently
In financial services, a great campaign that compliance can’t approve is worth nothing. Our SEO, paid media and reporting leads build with your review process from the first brief, so approvals move faster and nothing gets rewritten at the last minute. Whether you run a single advisory practice or a multi branch institution, you’ll see exactly which work brought in qualified clients.
Ryan Alborough
President of Growth and Operations, U.S.
Mike Lee
Global Head of SEO
David Moorcroft
Head of Paid
Sophie Chugg
Account Director Paid Media
1,000+
Clients monthly
200+
Digital Marketing Specialists Globally
60+
Global industry awards
150+
Industries
Client Testimonials
Trusted by Firms That Check Every Claim
Hear from US clients who came to OMG for sourced copy, faster approvals and reporting their finance team could verify.
Financial Marketing From Dallas, Built for Every Market You Serve
Banks, institutions and fintech brands compete for attention nationally. Advisors and mortgage lenders win or lose it city by city, and only in the states where they’re licensed to operate. That’s why our Dallas based team, here since 2019, builds and reports each market on its own, so you know exactly where your growth is coming from.
- California
- Florida
- Illinois
- Nationwide
- New York
- Texas
What Financial Firms Ask Before Hiring a Digital Marketing Agency
There’s no standard price, because scope drives it: your products and markets, the channels, how much content needs compliance review and any website work. Ask what each agency will report every month. If it’s leads instead of qualified inquiries, price is the smaller question. Your free audit includes a scoped plan with pricing.
Financial services SEO usually takes months to produce qualified inquiries, and longer for contested national searches. Paid search can start within days of compliance approval. Situation and product pages in narrower niches tend to move first. Timing depends on your market, your site’s starting point and review speed, so we don’t promise dates.
Build approval into the plan from the start. FINRA Rule 2210 covers broker dealers, the SEC Marketing Rule covers registered investment advisers and Regulation Z covers credit ads. Write only supportable claims, add disclosures in the first draft and keep every approved version. Your reviewer signs off, and broker dealers generally need a registered principal’s approval.
Registered investment advisers can, under conditions. The SEC Marketing Rule requires clear and prominent disclosure of whether the person giving a testimonial is a current client and whether they were paid for it. Broker dealers follow FINRA Rule 2210 instead. Your compliance reviewer should clear each testimonial before it goes live.
A qualified inquiry is a contact who meets criteria agreed with you before launch, such as asset level, location, loan type or firm size. A guide download alone doesn’t meet that bar. We settle the definition with your team first, then report inquiries and their cost against it in Gurulytics.
It’s whatever your client economics can support. Multiply the annual fee a typical new household pays by the years clients stay, then by the share of qualified inquiries that become clients. That’s your ceiling. Run it per client type, since a retiree and a founder rarely bring the same assets.
Yes, built to platform rules that are stricter than most. In the US, Google bars targeting consumer credit ads by age, gender or ZIP code, and Meta fixes the age range for financial product ads at 18 to 65+. Your compliance team approves every ad variation before it runs.
Fintech marketing is a branch of financial services marketing, and the biggest difference is where the decision happens. A fintech customer tries the product before trusting it, so the goal is sign ups that become verified, active accounts. A wealth or lending client usually talks to a person first.
Find Out What Each New Client Is Really Costing You
Book a free financial services marketing audit and get a written review back within 48 hours. We’ll look at your search visibility, paid campaigns, landing pages and how inquiries are tracked through to signed clients. You’ll also get the first fix we’d make and what it would cost. No obligation. The audit is yours either way.
