The Leading Digital Marketing Agency for Financial Services Brands

In today’s digital environment, having an effective digital and social media strategy is critical to every marketing and communications campaign. Nearly every potential stakeholder – whether an employee, investor, institution, or regulator – is also a digital consumer. Whether your organization is looking to boost brand awareness or drive leads, Vested’s expert team understands how different facets of digital marketing are best utilized for various audiences and platforms, and how we can use social media to convey a financial brand’s message and personality.

Our Digital Marketing Services

Vested’s digital marketing experts plan and implement comprehensive strategies that leverage your digital channels and technologies to achieve your business objectives.

AI WEBSITE OPTIMIZATION

As search becomes answer-driven, Vested helps financial brands stay visible on platforms like Google’s AI search, Perplexity, and ChatGPT by structuring content and surfacing expertise by strengthening the authority signals AI relies on to keep your brand discoverable.

Graphic icon in green line-work showing a stylized browser window with checked off action items, to represent a website audit.

WEBSITE AUDITS

Our team starts with a comprehensive health check of a website’s performance, usability, SEO, and overall effectiveness, which allows us to craft the right strategy to enhance user experience and maximize the site’s potential.

CRM

No matter the system, we can manage your CRM technology to centralize customer data and interactions, enabling your businesses to enhance customer satisfaction and streamline processes.

Graphic icon in white line-work showing a stylized browser window with a gear symbol, meant to communicate SEO.

SEO

Our digital experts optimize website content, structure, and user experience to make your site more accessible to search engines and users, ultimately leading to increased organic traffic and better visibility in search results.

PPC

We can increase and drive net new traffic to your website using specific targeting like demographics, interests, and online behavior.

Graphic icon in white line-work showing an email symbol with a bull horn over the top of it.

EMAIL MARKETING

Nurture leads, retain customers, and build brand loyalty with engaging, personalized content for your audience with email campaigns designed to promote services or drive sales.

Graphic icon in white line-work showing a stylized browser window with a gear symbol, with dotted lines leading to targets, representing marketing automation.

MARKETING AUTOMATION

With your marketing strategy in place, our team can enable automation across your website, social platforms, and email campaigns to streamline your efforts, allowing for more efficient and targeted communication with your audience.

Graphic icon in white line-work with the outline forms of three people atop of a funnel, representing how to capture potential clients.

LEAD GENERATION CAMPAIGN DEVELOPMENT

Using multiple channels, our team builds strategies and tactics to attract and capture potential customers who have shown interest in our client’s products and services.

SOCIAL MEDIA CONTENT & COMMUNITY MANAGEMENT

We start with an audit of existing content, then define KPIs in order to create the campaigns that connect your brand with your audience. Once live, our team monitors engagement to address concerns and build relationships.

SOCIAL MEDIA MONITORING

We track and analyze mentions and conversations related to your brand, industry, competitors, or specific keywords or topics.

Graphic icon in white line-work with the outline of a person in a circle, with 8 arrows pointing out from the center.

INFLUENCER PROGRAMS

Our teams propose, manage, and execute strategic partnerships between brands and influencers in the unique spaces our clients occupy.

PROGRAMMATIC

Using data to optimize and automate the digital ad buying process, we can target specific audiences more efficiently with ad formats like display, video, native, and mobile.

Graphic icon in white line-work showing a stylized browser window with a magnifying glass.

SEM

Increase your website’s visibility in search engine results pages through a dedicated paid advertising strategy.

Graphic icon in white line-work with the symbols for image, like, play and comment arranged around a dollar sign in the center.

PAID SOCIAL MEDIA

As part of a holistic social media strategy, our experts recommend paid social media tactics that will result in increased visibility and reach for your business.

Work with an Agency with a Proven Track Record

Get Vested

Let’s shape the future of finance together.

Digital Marketing Case Studies

As a leading digital marketing firm, Vested’s work stands out across the industry.

Logo for Trintech in white, over accent graphic in 2 shades of green.
A capital "G" in white text over geometric cool gray geometric shapes.
Logo, in white, for Bailard superimposed over an image of colleagues seated around a conference table focused on a speaker at the head of the table.

Who We Work With

We work with clients both big and small within the finance and fintech spaces. From high-growth blockchain technology companies to premier global banking institutions, our clients touch every facet of the industry.

Digital Marketing Insights

Thought leadership from Vested’s digital marketing pros.

SEO graphic.

PR Is the New SEO. And Vice Versa.

As AI reshapes search, PR and SEO must evolve together. Learn how forward-thinking brands are integrating media, messaging, and search strategy to build trust with both humans and algorithms.

Chloe Polo, Associate Director

AI apps on iPhone.

Is AI Empowering PR or Just Making It Louder?

AI is reshaping the PR industry in powerful ways, but the key lies in using it thoughtfully to enhance, not replace, human insight in communications.

Brandon Jones, Senior Account Manager

Nerd Wallet affiliate marketing.

Banks Are Winning Big on Affiliate Marketing. Are You Missing Out?

How affiliate marketing is reshaping bank customer acquisition.

Ibby Hussain, Vice President

Person on phone.

Bank Marketing Leaders Reallocate Dollars in Urgent Search for Performance

Facing tighter budgets and performance expectations, banks are reevaluating how they’re allocating advertising dollars in 2025.

Chad Schmidt, Vice President