The financial industry faces a number of challenges when it comes to marketing to consumers. In a nutshell, financial services are often more complex than other businesses, with strict guidelines and subject matter that can make an amateur’s head swirl. Consumers who are just starting out on their financial journey can feel overwhelmed by decisions pertaining to mortgages, investments, and loans, and feel lost on who to turn to for information.

If you can’t easily obtain a loan via a traditional fiat lender, a CBL might be a workable alternative. Shop around for the best loan terms and take the time to read through all of the fine print before signing your CBL agreement. Be sure that you take precautions to avoid a margin call, should Bitcoin fall in price during your CBLs term. Stack the deck in your favor for a successful CBL by confirming the existence of a healthy, long-term uptrend in Bitcoin.

Business marketing know-how is one of the most important skills a financial advisor can have.

Financial services marketing presents both challenges and opportunities to businesses in the industry. Success or failure relies on an ability to rise to those challenges while seizing the opportunities with a marketing plan that stays ahead of the curve.

Most financial institutions already have a presence on Facebook and LinkedIn, both of which are powerful platforms that allow you to reach niche audiences. However, you may want to include platforms such as Twitter and Instagram to reach additional users.

Discover why and how the worlds of Fintech and Affiliate Marketing work so well with each other.

In economics, a fungible asset is something with units that can be readily interchanged - like money. With money, you can swap a £10 note for two £5 notes and it will have the same value. However, if something is non-fungible, this is impossible - it means it has unique properties so it can't be interchanged with something else.

Most financial marketers today understand that content is the cornerstone of a high-performing marketing and customer experience. Unfortunately, much of that content falls into the oft-bland categories of cookie-cutter financial literacy or trite yarns about a desire to be a part of every customer or member’s journey through life. Where did our content go wrong? Why do we settle for synonymized versions of the same article that appear on hundreds of financial websites?

Your fintech startup can benefit greatly from implementing an early marketing base to drive awareness, traffic, and conversions. As you scale, your top growth channels will emerge and you can push a full strategy forward. In the meantime, publish blog posts, automate email marketing, post on social media, and get your company out there in the community through events and partnerships.


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The Omega project is a full-service marketing agency dedicated to supporting the financial sector. Working with specialist financial firms around the world including Independent Financial Advisers (IFAs), Financial Planners and Wealth / Asset Managers. Our range of marketing services include inbound financial marketing, financial search engine optimisation (SEO), financial PPC and financial copywriting.

Financial Content Marketing | Financial Lead Generation | Financial Marketing Agency | Financial Marketing Services | Financial Marketing Strategy | Financial SEO | Financial Services Digital Marketing | Financial Services Marketing Agency | Financial Social Media Marketing | Marketing For Financial Advisers | Marketing for IFAs | Mortgage Leads | Business Funding Leads | Pension leads | SEO For Financial Services | SEO for Financial Advisers | BG (Bank Guarantee) / SBLC (Standby Letter of Credit) / Financial instruments marketing