Digital Marketing solutions for Financial institutions & Advisors

Looking for a financial services digital marketing agency?

Our full-service Atlanta digital marketing agency can help your bank or finance company soar to new heights.

In the financial sector, banks, advisors and financial companies are constantly forced to adapt to new and changing technologies. “Fintech” is its own new emerging industry as financial service companies seek better ways to rise to the top when it comes to industry compliance, management and, of course, marketing. Today’s customers and clientele are becoming accustomed to dealing with companies that have a strong online presence, and they demand higher levels of engagement and communication from their financial advisors.

What’s more, the financial services industry is becoming increasingly competitive and cutthroat. More and more consumers are using their phone or computer to search for common queries like “financial advisor,” “retirement calculator,” “bank near me” and “what should I invest in?”. If your business isn’t prominently showcased on the first results page, then you can kiss these potentially valuable leads goodbye.

Founded in 2002, Brown Bag Marketing is a full-service Atlanta digital marketing agency specializing in end-to-end online marketing services, solutions and most importantly, RESULTS for banks, finance companies and the financial services industry.

We pride ourselves in being a sensible, no-nonsense partner for businesses who are serious about differentiating themselves from competitors. For nearly 20 years, we’ve delivered successful, measurable results for clients here in Atlanta and businesses nationwide. Our financial marketing specialists can help your company shine. But don’t just take our word for it.

We can show you the ROI.

With us, your business’s success is in the bag!

OUR Financial clients are important to us

Brown Bag Marketing is a sensible, no-nonsense partner that enables you to compete in a cutthroat industry by amplifying your SEO, engagement and overall online presence.

Financial Services Marketing statistics

If you’re in the financial sector, then odds are you’re all about the numbers. So here are some facts, figures and trends that banks, financial advisors and other financial service providers might find enlightening:

Consumers interested in financial planning and management are increasingly turning to online search, with mobile searches growing by 70 percent over the last 2 years.
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Mobile searches for “financial advisor” have grown 75 percent over the last 2 years.
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of people consolidate their financial products and relationships to manage everything in 1 place or use a single login.
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features people want when they consolidate financial products are 1) to set and track budgets, 2) to get FICO score updates, 3) to receive proactive advice and tips, 4) to pay family and friends and 5) to receive other financial lesson plans.
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People who were asked what types of companies know them best said their bank was No. 1.
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where consumers are least financially confident are 1) planning for retirement, 2) managing personal investments and 3) researching new financial products.
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of people agree that personalized help is a key motivator in consolidating their financial products and relationships.
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of financial consumers want additional digital features and would find them useful.
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Next to “convenience” factors, trust is the most frequently cited reason for deepening a financial relationship.

of online investors don’t have a brand in mind when they start looking.
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of potential investors spend more than an hour researching online.
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of financial services organizations said that customer experience ranked as their top priority.
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of smartphone users who use their phones for financial activities reported making a payment to a business in the last 30 days. Eighty-two percent reported checking their account status or purchase history in the last 30 days.
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of smartphone users who use their phones for financial activities do so at least weekly.
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Keywords for financial services are among the most pricey on Google Ads and Bing Ads, with some costing $50 or more per click. Paid search competition is fierce.
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Even though many industries, including the financial services sectors, are experiencing a shift towards more internet-based tools and services for consumers, research shows that many people still prefer in-person and over-the-phone customer service when it comes to their financial planning and management.

By making your company more accessible to current and prospective customers in whatever way they prefer to engage you, and delivering a personalized and efficient user experience, we’re able to help financial companies boost the quantity and quality of both online and in-person leads, conversions and revenue.


One of the many factors that complicate marketing in the financial services industry is the various layers of rules and regulations placed on advertising and consumer targeting. A digital marketing agency that isn’t experienced in this sector may lack vital knowledge and understanding of the compliance guidelines and standards you must follow.

At Brown Bag, we can help you navigate through the regulatory obstacle course and give your brand an edge over your competitors.

Why financial companies choose Brown Bag Marketing

At Brown Bag Marketing, we first take the time to get to know your unique business needs and goals. This approach is one of the reasons why we’re one of the top Atlanta digital marketing agencies for banks, advisors and financial companies.

Here are some other reasons why businesses near and far choose us for digital marketing advice, services and solutions:

Awards and Recognition

We have heart and hustle, and have the gold stars to prove it!  Whether accepting accolades for marketing campaigns or being a great place to work, Brown Bag is no stranger to the limelight.

Meet the Brains behind Brown Bag Marketing

Our team of “baggers,” as we call them, come to our Atlanta internet marketing agency from all walks of life and professional backgrounds. We are an exceptionally talented, hardworking and seriously curious bunch of folks — and we want to get to know you and your business needs. We invite you to get to know us too!

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