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Social for Financial Services Brands in the US

Saying that social is a performance channel is easy, but making it so is rarely quite so straightforward—especially in the financial services vertical, where regulation looms large and competition is fierce. That's where DAC's "Geeks with Personality" can help. We know how to craft multichannel social strategies that are underpinned by deep data, scaled down to the hyper-local level, and continually optimized to drive measurable performance and ROI. We also have extensive experience with a roster of top-tier financial services clients, so we know how to tailor our three Cs of social—content, campaigns and conversation—to your audience's specific needs, wants, and tastes.

Keeping your interest rates high

Banking, finance, and insurance brands are in the midst of an exciting new shift to the online space. Customers are no longer content with exercising their transactions in the 9-to-5 world, slogging their way to a branch only to stand in line and wait for a teller; today’s consumers want their needs answered via digital and mobile methods 24/7.

This has caused something of a challenge on social media, where @mentions and DMs tiptoe the typical security and legislative protocols of password-protected sites. Yet customer service has become an integral piece of financial services within social media.

Social media isn’t just about outbound marketing: it’s also where your customers come to ask questions and air their grievances. A non-response to these contacts can result in just as much frustration as being placed on hold on a phone line. It's important for marketing managers to be ready for any kind of engagement by creating a clear best practices guide within their organizations and establishing accountability through, for example, the use of digital signatures at the end of social media posts.

Auto-response messaging should be avoided for the sake of conveying an impersonal experience, while direct messaging should be encouraged to protect identities in such a public forum. Your greatest weapon in this space will be speed as users expect instantaneous answers within the quick-flowing current of their social streams. Could you keep up with the tidal wave of queries?


Small screen potency: More than a third of customers at major US banks now regularly use mobile banking1


Finger on the pulse: A Hootsuite survey found that 28% of investment pros had investigated an issue and 12% had made an investment decision after reading Twitter2


Consistency is key: 66% of financial services marketers say that having a consistent message across channels is very important to them3


Conversion architecture: Financial services websites have a 10% conversion rate — that's higher than any other industry!4

1 Think With Google, "The Full Value of Mobile in Financial Services", March 2013
2 Hootsuite, "The Financial Services Guide to Implementing a Social Media Strategy", April 2013
3 Econsultancy/Adobe, "2018 Digital Trends in Financial Services", January 2018
4 MarketingSherpa, "2012 Website Optimization Benchmark Report", October 2012

Money talks, and with the right social strategy, so will consumers—about your brand.

Be a part of the local revolution

Locally focused digital marketing is all about making every landing page, tweet, search query, and banner ad count—in other words, if it’s not reaching the right consumer at the right time, what’s the point? DAC’s goal is to increase the reach, relevance, and reputation of your digital marketing efforts. And we’re pretty good at it, if we do say so ourselves.

5 bn

More than 5 billion people use mobile phones1


79% of shoppers research products before making in-store purchases2

1 GSMA Intelligence, 2018
2 Salesforce, "Connected Shoppers Report", 2017

We’re the kind of agency that loves learning something new every single day. 

Look no further than DAC for an agency that combines social experience and creativity to drive performance for your financial brand.

Since our original incarnation as a regional print directory advertiser 46 years ago, DAC has been hard at work developing into a full-service digital performance agency. With our focus on local, we’ve remained at the forefront of digital marketing innovation and become a leader in the industry. You can find our “Geeks with Personality” in offices all over Canada, the US, and Europe hard at work connecting brands with consumers.

THE KEY WORD BLOG Preaching to the conversion-minded

Let's talk!

We can help your business grow and thrive in digital—and it all starts with a friendly chat.