BRAND MARKETING

Financial Services Marketing

The right branding helps you keep and grow assets under management while you attract, develop and retain the best financial advisors.

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OVERVIEW

Financial services branding helps advisors connect with clients where they are

You love to work with and help your clients grow their wealth, but first you need to get them through the door. The solution is to have better marketing tools than your competitors. That’s where we come in.

We’ll reduce the time spent on tasks your marketing department now handles, so you can focus on more strategic initiatives and get back to helping people realize their financial goals.

FEATURES & BENEFITS

Show how your financial services put the emphasis on service

Whether you’re looking to add new accounts or clients, or offer new services to current clients, we can show you how to make it happen.

Brand compliance materials

Benefit from creative agency services for the design and printing of your most important branded and compliant marketing and sales materials.

Configurable user experience

We offer multiple packages, all of which include professional design and content, configurable to include permissions, groups, approvals and integrations.

Multimedia campaigns

Take an omni-channel approach to strengthen your lead generation, life-stage marketing, and more. We’ll help develop the materials, create a smooth workflow, and track results.

Branded web storefront

Advisors can get the print, digital and promotional items they need in a single shopping cart from your branded website.

Facts

Run the numbers

For more than 100 years, we’ve been a trusted partner to more than 4,600 financial-institution clients.

Consistent presentation of a brand increases revenue by 33%.

Lucid Press 2019

Direct mail outperforms online display with a median ROI of 41%.

Infogroup

KEY BENEFITS

See how marketing a financial services business will work for you

Increased efficiency

The implementation of Deluxe Brand Marketing allowed advisors at one large broker dealer to consolidate their services and create brand and legally compliant materials. These materials increased brand compliance and saved advisors an estimated $3.4 million dollars over a 5-year period.

Increased revenue

Deluxe Branded Marketing has proven to be a key driver in revenue success for businesses. One financial services company wanted to transition tax advisors to hybrid wealth management roles. Deluxe Brand Marketing helped them introduce and promote a program to allow advisors to "build a seminar" on the fly. The plan increased attendance at “closer look” events, contributing to greater assets under management.

Increased brand control & compliance

Managing standards and compliance is essential for every brand. Deluxe Brand Center provides marketing teams with the consistency they need and the flexibility their users demand. For instance, one company acquired a brokerage of 100-plus offices, requiring rebranding of locations and sales materials. We helped them transition to the new brand in the designated timeline, while continuing normal business operations and without adding additional resources.

OPPORTUNITIES

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