OpenServed

Best Finance Digital Marketing Agencies (2026) – Ranked by Case Studies

Branding, Content Marketing
Finance
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Irvine, CA
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  • $1.7B AUM reached in 2025
  • Client since 2010
Branding, Content Marketing
Finance
51-200 Employees
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Boise, ID
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  • Brand refresh unveiled at MBA CREF24
PPC, Lead Generation
Finance
11-50 Employees
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Cheadle, United Kingdom
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  • Ad spend down 9% while conversion value rose 38%
  • Cost per lead down 29%
  • Call-centre leads 2.5x more likely to convert
  • Profits up 750%
PPC, Branding
Finance
201-500 Employees
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Houston, TX
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  • 47% increase in MQLs for auto loans
  • 267 more MQLs year over year
  • 34% conversion rate
  • 12% decrease in cost per conversion
Content Marketing, PPC
Finance
10K+ Employees
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Utrecht, Netherlands
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  • 15K+ media hits in the first two and a half years
  • 7K+ expert quotes naming a Rabobank expert
  • 200MM impressions from the C-suite audience in six months
SEO, Content Marketing
Finance
1-10 Employees
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Plano, TX
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  • 155% increase in organic keywords
  • 1,030% increase in organic traffic
  • Domain Rating from 7 to 15
SEO, Content Marketing, Data & Analytics
Finance
1K-5K Employees
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London, United Kingdom
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  • 31000 organic clicks in 6 months
  • 3.6 million organic impressions in 6 months
  • 33% YoY traffic growth
  • 21 new articles created
PPC, Account-Based Marketing
Finance
10K+ Employees
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Chicago, IL
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  • 73% decrease in CPA
  • 200% increase in investment/spend
  • 2X increase in conversions
  • 80% reduction in brand keyword spend, only 27% conversion decline
  • 440% more conversions in low-volume campaign, 12% more efficient CPA
Programmatic Advertising, TV Advertising, Audio Advertising
Finance
10K+ Employees
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New York, NY
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  • +7.6 points overall brand recommendation lift
  • +6.8 points aided brand awareness lift
  • +4.3 points unaided brand awareness lift
  • 9.5-point lift in key message recognition (10+ impression group)
Content Marketing, SEO Consulting
Finance
501-1K Employees
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Salt Lake City, UT
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  • 124% Increase in Organic Traffic
  • 68% Increase in Traffic Value
  • 756+ Links
SEO, Social Media Ads, PPC, CRO, Web Design
Finance
51-200 Employees
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White Plains, NY
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  • 77% YoY increase in producer proposal requests
  • 31.6% increase in traffic to service pages
  • 84% YoY increase in revenue attributed to digital marketing
  • 43.1% YoY increase in organic sessions
Content Marketing, SEO
Finance
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New York, NY
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  • 28 earned media placements in six weeks
  • 17 syndications from the debut announcement
  • Backlinks up 96%, from 401 to 784
  • 419 referring websites
PPC, SEO
Finance
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Markham, Canada
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  • 57 form submits
  • 16K+ event counts
  • 5.78% key event rate
SEO, Content Marketing, Social Media Ads
Finance
N/A
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Toronto, Canada
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  • Website traffic up 106%
  • Ranking keywords up 3x
  • Social traffic up 10x
Branding, Content Marketing
Finance
N/A
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Stamford, CT
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  • Brand and launch for VantageScore 3.0
  • Trade show takeover and trade ads
  • Website traffic spiked after launch
PPC, Content Marketing, Email Marketing
Finance
N/A
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Pittsburgh, PA
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  • 1,361% increase in organic traffic
  • 150+ new leads per month
  • Paid search clicks up from 173 to 1,942
  • Email-driven visitors up from 379 to 5,539
Branding, Web Design, Web Development
Finance
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  • Delivered branding, collateral, video, voice and web
  • Mobile-friendly website replaced a hard-to-use site
Branding, Web Design, Social Media Ads
Finance
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  • Delivered full brand overhaul from print to digital, social and video
PPC, Lead Generation
Finance
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  • Cost per SQL down 75%+, from $1,000-$1,500 to $250-$300
  • YouTube subscribers up 33%, to about 40K from under 30K
  • 18+ months of compounding performance
Lead Generation, Email Marketing, Social Media Ads
Finance
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N/A
N/A
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  • 16.3x ROI
  • Impressions from 10,771 (2017) to 100,662 (2018)
  • More new seminar attendees than in previous years
Web Design, SEO, CRO
Finance
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N/A
N/A
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  • +800% web traffic
  • +1,000% sales
  • 10x ROI over five months
  • Profitable from the first sale
Lead Generation, Email Marketing, Content Marketing
Finance
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N/A
N/A
N/A
  • +161% online leads vs. the previous year
  • +130% organic site conversion
  • 33.8% nurturing email open rate
  • Premium content still generating leads a year later
Lead Generation, Email Marketing
Finance
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N/A
N/A
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  • 400%+ return on investment
  • First deal closed was about $6,000
  • $60,000+ of work closed in the first half of the year
Web Design, SEO, Lead Generation
Finance
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  • Finalist in the 2024 Australian Web Industry Awards (Medium Business and Financial Services)
  • Location-specific SEO and a qualifying lead form
  • Reach expanded beyond referrals
Web Design, Web Development, SEO
Finance
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  • Website rebuilt on WordPress to match a refreshed brand
  • Stronger SEO foundations and lead-generation pathways
  • Easier content management for services, industries and transactions
SEO, Web Design
Finance
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  • 1,515 ranking keywords across the consolidated site
  • Top 3: 203 keywords (+18) in the highest-value positions
  • 4-10: 227 keywords (+20) on page one
  • 11-50: 474 keywords (+60) staged for growth
Content Marketing, Social Media Ads
Finance
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  • $10 billion in assets under management in 2020
  • 24% increase in new account openings
  • 17% increase in account contributions
  • 50% share of voice among top 10 U.S. 529 plans
  • 72 media mentions
SEO, Web Design, Content Marketing
Finance
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  • Organic traffic 129 → 15,552 visits/mo
  • Page 1 rankings 95 → 1,006
  • AUM & AUA $500M → $3.5B
  • Monthly sales opportunities doubled
SEO, PPC
Finance
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  • 193% increase in organic traffic
  • 511% increase in new users
  • 2,440% increase in calls (10 to 244)
  • Call-to-client conversion from 9.26% to 36.09%
Content Marketing, SEO
Finance
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  • 109 media placements including Axios, Bankrate and Nasdaq
  • 209.42M audience size
  • 46 inbound links
  • 1,200+ website visits
Web Design, Content Marketing
Finance
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  • +823% broker contact
  • +63% property viewing bookings
  • +30% property detail downloads
  • +25% sales evaluation orders
  • Concept to launch in 3 months
Web Design, Web Development
Finance
1-10 Employees
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New Delhi, India
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  • Mobile performance score improved from 56 to 80
  • Largest Contentful Paint cut from 13.5s to 3.6s