877-258-4199 info@gen3marketing.com

Financial Services Marketing

Maximize brand awareness, boost lead generation, and enhance customer acquisition across your most critical digital channels. Partner with an experienced finserv and fintech marketing agency today!

Our global digital agency provides best-in-class strategy, tactics, and execution. Reach out today to see what we can do for your organization.

Smartphone showing financial analytics charts.

Financial Services Marketing

Maximize brand awareness, boost lead generation, and enhance customer acquisition across your most critical digital channels. Partner with an experienced finserv and fintech marketing agency today!

Our global digital agency provides best-in-class strategy, tactics, and execution. Reach out today to see what we can do for your organization.

Top half of a smartphone showing financial analytics charts.

Specialized affiliate marketing for financial products and services

Get unmatched data.

We work with all major affiliate networks. This gives us a depth of data and insights our competitors simply can’t match. We’ll leverage data from all networks to optimize your program for more conversions and higher ROI.

Identify competitor shifts.

Take advantage of our proprietary, interactive credit card ranking dashboard to monitor credit card rankings and placements.

Better insights for better results.

Bi-weekly, monthly, and quarterly insights (dependent on category) will enhance your financial affiliate program’s performance. Get insights on economic outlook, competitive shifts, partner changes, and effects on the affiliate channel.

Tailored, brand-specific recommendations.

We can also provide you with the best recommendations for your brand, without any conflict of interest. Being network agnostic means you can be certain our recommendations are in your best interests.

Years of historical competitive tracking data.

Don’t let your competitors catch you off-guard. We offer years of competitive tracking data to support our strategy. Be proactive in your affiliate campaigns with data exclusive to Gen3 Marketing.

Specialized affiliate marketing for financial products and services

Get unmatched data.

We work with all major affiliate networks. This gives us a depth of data and insights our competitors simply can’t match. We’ll leverage data from all networks to optimize your program for more conversions and higher ROI.

Identify competitor shifts.

Take advantage of our proprietary, interactive credit card ranking dashboard to monitor credit card rankings and placements.

Better insights for better results.

Bi-weekly, monthly, and quarterly insights (dependent on category) will enhance your financial affiliate program’s performance. Get insights on economic outlook, competitive shifts, partner changes, and effects on the affiliate channel.

Tailored, brand-specific recommendations.

We can also provide you with the best recommendations for your brand, without any conflict of interest. Being network agnostic means you can be certain our recommendations are in your best interests.

Years of historical competitive tracking data.

Don’t let your competitors catch you off-guard. We offer years of competitive tracking data to support our strategy. Be proactive in your affiliate campaigns with data exclusive to Gen3 Marketing.

Image of smartphone with a financial app and various floating metrics.

Navigate regulatory challenges and compliance

Compliance is essential in the affiliate space, but affiliate compliance for finserv is a beast of its own. We work closely with our clients to ensure they remain compliant in all of their affiliate marketing efforts.

  • We create a customized compliance solution to protect your brand from avoidable mistakes.
  • We focus on downstream quality, optimizing marketing investment and developing commissioning strategies to meet your needs.
  • We establish clear expectations for product updates, including timelines and potential takedowns.

In short, we’ll guide you through the proper procedures, so you can feel confident your program is running smoothly and legally.

Image of smartphone with a financial app and various floating metrics.

Navigate regulatory challenges and compliance

Compliance is essential in the affiliate space, but affiliate compliance for finserv is a beast of its own. We work closely with our clients to ensure they remain compliant in all of their affiliate marketing efforts.

  • We create a customized compliance solution to protect your brand from avoidable mistakes.
  • We focus on downstream quality, optimizing marketing investment and developing commissioning strategies to meet your needs.
  • We establish clear expectations for product updates, including timelines and potential takedowns.

In short, we’ll guide you through the proper procedures, so you can feel confident your program is running smoothly and legally.

Leilana Cantrell

“I like to group publisher sites into three buckets. There are mass media/editorial sites; the likes of Forbes, NerdWallet or CNBC. There are traditional listing sites, which rank and compare products based on features, such as CompareCards or CreditCards.com.

Lastly, there are more sophisticated authenticated sites like Credit Karma, which look at user profiles to present specific cards with the intention of a higher likelihood of being approved.

Most of these partner groups overlap with each other in some capacity, but we find financial services partners tend to lead with one of these three groups.”

Leilana Cantrell
Senior Vice-President, Gen3 Marketing

Leilana Cantrell

“I like to group publisher sites into three buckets. There are mass media/editorial sites; the likes of Forbes, NerdWallet or CNBC. There are traditional listing sites, which rank and compare products based on features, such as CompareCards or CreditCards.com.

Lastly, there are more sophisticated authenticated sites like Credit Karma, which look at user profiles to present specific cards with the intention of a higher likelihood of being approved.

Most of these partner groups overlap with each other in some capacity, but we find financial services partners tend to lead with one of these three groups.”

Leilana Cantrell
Senior Vice-President, Gen3 Marketing

Go beyond affiliate with a fully realized approach to digital marketing

Amplify your marketing plan when you partner with Gen3 Marketing for SEO, influencer, and paid media marketing.

Influencer

At Gen3, we specialize in influencer marketing tailored specifically for the financial services industry. We connect your brand with trusted influencers who can effectively communicate complex financial concepts to their audiences. This can build credibility and trust for your brand, products, and services.

Search Engine Optimization (SEO)

With a full-service strategy for brands of all sizes, our SEO experts can guide your efforts. From content development to technical optimizations, our team has the skills to grow your presence in organic search results.

Paid Media

Buyers are self-educating more which means there’s an increase in digital interactions on the path to purchase. A cohesive paid media strategy supports these behaviors, reaching your target audience where they consume and engage content.

Go beyond affiliate with a fully realized approach to digital marketing

Amplify your marketing plan when you partner with Gen3 Marketing for SEO, influencer, and paid media marketing.

Influencer

At Gen3, we specialize in influencer marketing tailored specifically for the financial services industry. We connect your brand with trusted influencers who can effectively communicate complex financial concepts to their audiences. This can build credibility and trust for your brand, products, and services.

Search Engine Optimization (SEO)

With a full-service strategy for brands of all sizes, our SEO experts can guide your efforts. From content development to technical optimizations, our team has the skills to grow your presence in organic search results.

Paid Media

Buyers are self-educating more which means there’s an increase in digital interactions on the path to purchase. A cohesive paid media strategy supports these behaviors, reaching your target audience where they consume and engage content.

Why partner with our agency for financial services marketing?

With a reputation for award-winning results, Gen3 Marketing is the perfect agency partner for finserv and fintech brands.

We’ve worked with all types of finserv and fintech companies.

  • Banks
  • Credit Unions
  • B2B
  • Insurance Companies
  • Investment & Brokerage Firms
  • Payment Processors
  • Mortgage Companies
  • Credit Rating Agencies
  • Financial Advisors
  • Wealth Management Firms
  • Pension Funds
  • Savings & Loan Associations
  • Real Estate Investment Trusts (REITs)
  • Financial Technology Companies
  • Foreign Exchange (Forex) Firms
  • Consumer Finance Companies
  • Venture Capital (VC) Firms

We can improve customer acquisition.

We have years of experience working with some of the biggest names in the industry. We understand the challenges of marketing in a highly regulated industry.

Benefit from our knowledge and skills achieve success with your marketing efforts.

Specialized affiliate consulting and strategy.

We’ve found that 65% of consumers engage in “heavy research.” Your brand needs to appear across all content accessed throughout that research process.

Our dedicated financial services team knows how to get you in front of the right target market.

We believe in deep, strong partnerships.

Relationships are everything when it comes to affiliate marketing. This holds especially true in the financial services industry. You need affiliates you can trust. Affiliates who understand financial affiliate marketing.

Gen3 can help you build strong relationships with the right partners.

Why partner with our agency for financial services marketing?

With a reputation for award-winning results, Gen3 Marketing is the perfect agency partner for finserv and fintech brands.

We’ve worked with all types of finserv and fintech companies.

  • Banks
  • Credit Unions
  • B2B
  • Insurance Companies
  • Investment & Brokerage Firms
  • Payment Processors
  • Mortgage Companies
  • Credit Rating Agencies
  • Financial Advisors
  • Wealth Management Firms
  • Pension Funds
  • Savings & Loan Associations
  • Real Estate Investment Trusts (REITs)
  • Financial Technology Companies
  • Foreign Exchange (Forex) Firms
  • Consumer Finance Companies
  • Venture Capital (VC) Firms

We can improve customer acquisition.

We have years of experience working with some of the biggest names in the industry. We understand the challenges of marketing in a highly regulated industry.

Benefit from our knowledge and skills achieve success with your marketing efforts.

Specialized affiliate consulting and strategy.

We’ve found that 65% of consumers engage in “heavy research.” Your brand needs to appear across all content accessed throughout that research process.

Our dedicated financial services team knows how to get you in front of the right target market.

We believe in deep, strong partnerships.

Relationships are everything when it comes to affiliate marketing. This holds especially true in the financial services industry. You need affiliates you can trust. Affiliates who understand financial affiliate marketing.

Gen3 can help you build strong relationships with the right partners.

achieving Success Through Collaboration

Empowering Success Through Collaboration

Paul Tibbitt Photo

“The financial services industry has been traditionally slow to adopt new technologies and trends, but that is changing rapidly. Consumers now demand more digital engagement and consultative consideration from their financial services providers. They also seek more information and education about financial planning and investment strategies.”

Paul Tibbitt
CEO, Ansira

Paul Tibbitt Photo

“The financial services industry has been traditionally slow to adopt new technologies and trends, but that is changing rapidly. Consumers now demand more digital engagement and consultative consideration from their financial services providers. They also seek more information and education about financial planning and investment strategies.”

Paul Tibbitt
CEO, Ansira

Hand holding smartphone with financial services analytics data.

Our experts are the best in the business

The financial sector is unique from other business verticals. So, it’s essential you partner with professionals who have experience in the personal finance space.

Likewise, our relationships with affiliate partners span decades. As a result, we can connect clients with the most sought-after, highly trusted finserv publishers in the world.

With Gen3, you’re getting the most experienced financial services marketing agency in affiliate.

Our experts are the best in the business

The financial sector is unique from other business verticals. So, it’s essential you partner with professionals who have experience in the personal finance space.

Likewise, our relationships with affiliate partners span decades. As a result, we can connect clients with the most sought-after, highly trusted finserv publishers in the world.

With Gen3, you’re getting the most experienced financial services marketing agency in affiliate.