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Financial marketing, the right way

Baal & Spots provides highly tailored digital marketing solutions for financial services companies. We leverage advanced analytics and industry expertise to help your firm attract the right audience, and increase customer acquisition, brand visibility, and loyalty in a competitive landscape.

Results-driven marketing for financial institutions

On average, the financial industry spends 5-12% of annual profit on marketing and advertising. However, with the shift toward digital channels, marketing strategies have become more complex and require more specialized knowledge than traditional media strategies. This is especially true for financial services, where regulations and customer trust play a crucial role in shaping marketing efforts.

To stand out in today's competitive market, financial institutions need a forward-thinking, multichannel approach to digital marketing that not only drives results but also builds authority and trust with potential customers.

When you partner with Baal & Spots for your digital marketing efforts, you get a fully customized marketing plan, designed to maximize your marketing spend and generate tangible results.

Data-driven strategies for better outcomes

148%

increase in lead value

Within three months following a redesign for one of our ongoing financial clients.

379%

increase in organic traffic

Through our content marketing and search engine optimization, despite major strategy shifts.

5+

years

Our client relationships average 5 years in duration, nearly all of them are still running today.

Our award-winning sites don’t just look good — they drive growth and generate results.

Avidian Case Study

Avidian Wealth Solutions

Website, Marketing, Digital Advertising

  • YoY increase in conversions
    190%
  • YoY increase in lead value
    146%
  • Top 3 rank position
    44x
See Case Study
Card Thiessen

Thiessen Law Firm

Website, Marketing, Digital Advertising

  • Page 1 search results since start
    39x
  • Paid ad ROI YoY
    125%
  • Online revenue YoY
    27%
See Case Study
Case Study for Complete Care

Complete Care

Website, Marketing, Digital Advertising

  • Top 3 search terms since start
    21x
  • Organic conversion rate post-launch
    3x
  • Paid ad conversion rate post-launch
    2x
See Case Study

Don't just take our word for it. 

View Our Work

Designed to help your financial firm reach its full potential online

Our team is global, our partnerships are long-lasting and our services are crafted to grow alongside you and your needs.

Section Search Engine Marketing@2x

Search engine optimization

Having high assets under management or a low client-to-advisor ratio means nothing if your site isn’t showing up when your target audience needs it to. That’s where we come in.

At Baal & Spots, our strategy for financial SEO is guided by a results-oriented approach, honed over time, and designed to deliver significant outcomes even in the most competitive environments. We seamlessly blend content-led, on-page SEO and technical SEO strategies to prioritize meaningful conversions and lead generation, ensuring optimal utilization of your time and resources.

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Section Website Design and Development@2x

Website design and development

Your website is often the first point of contact for potential customers and it can significantly impact their perception of your brand, its credibility, and your services. 

Our team of web designers and developers will work closely with you to create a user-friendly, visually appealing website that showcases your brand and effectively communicates your message.

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Section Content Marketing@2x

Content marketing

Standing out online is challenging. Throw in complex compliance regulations and marketing your products and services can start to feel impossible. 

Our team of content marketers is well-versed in the regulations and restrictions that come with marketing financial services. We create informative, engaging content that adheres to all necessary guidelines while still establishing thought leadership, building trust, and attracting in-market prospects. With social media and email marketing, we can help you promote and distribute content to your target audience wherever they are in the conversion process.

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Section Digital Advertising@2x

Paid search and display

When you partner with us, your organization will benefit from both traditional methods such as paid search and display advertising but also to cutting-edge strategies like programmatic targeting and evolving ad formats that give you a competitive edge.

Our team is proactive about new trends and evolutions in the digital marketing landscape — we’re always optimizing to ensure your campaigns are always set up to deliver maximum results. 

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Our process for effective financial services marketing

Truly successful digital marketing can't be done in a service silo. What does this mean? Well, a website is just a website without useful content, and useful content is just words on a page without SEO or design, and no one will see either without proper distribution and promotion. 

That's why Baal & Spots takes a holistic approach to financial marketing, combining all necessary services into one seamless strategy. We focus on delivering comprehensive strategies that encompass each aspect of digital marketing, ensuring that every part of your marketing plan is working with the others. Here's how we do it:

Pie 3

Thoughtful design to make you accessible

User-focused experiences meet conversion optimization for web experiences that inform and convert.

Short- and long-term lead-generation

SEO and paid search marketing work in tandem to help your practice attract qualified leads and achieve higher conversion rates at lower costs.

Manage your reputation and build your brand

Managed social media and review monitoring ensures that you and your practice stay in control of the conversation, and help you turn past clients into valuable advocates.

Results speak volumes, and so do our clients.

Transparent, integrated services make our team an extension of yours.

  • Dr. Kaplan Testimonial
    5.0

    Dr. Michael Kaplan, MD

    Board Certified Medical Doctor & Sinus Specialist at Kaplan Sinus Relief

    I’ve worked with Baal & Spots for so long that they practically feel like an extension of my team! These guys are always available and responsive to my needs and have even gone above and beyond to help us through some truly unexpected challenges. All we have to do is tell them our goals and they find a way to help us reach them.

  • Luke Patterson Testimonial
    5.0

    Luke Patterson

    Chairman, CEO, CEPA© at Avidian Wealth Solutions

    When I met the team at Baal and Spots, I was impressed by their commitment to understanding our business and our goals. Ashley, Maher, and the team took the time to conduct a thorough analysis of our target audience and learn about our industry. This resulted in a strategy that has increased our brand visibility and drove meaningful engagement across all our digital platforms. 

  • Rachael Gordon Testimonial
    5.0

    Rachael Gordon

    Chief Marketing Officer at Living Designs Furniture

    After working with Baal & Spots on our sister company, Texas Mattress Makers, we decided it was time to give Living Designs Furniture an online facelift to help our business grow. They were able to launch our Phase 1 website in as little as 6 weeks, ensuring we were ready for when we started running TV commercials.

  • Testimonial Claudia
    5.0

    Claudia Burns

    Director of Marketing at Eye Center of Texas

    My team at Baal & Spots have basically become my secret weapon! When our old website simply couldn’t keep up any longer, they were able to help us create an all-new, custom site that truly did our brand justice. The benefit to our business has been incredible. The improved site experience and search performance have kept new patients finding our practice. 

  • Diana Zarzuelo Testimonial
    5.0

    Diana Zarzuelo

    Vice President of Community Philanthropy at Greater Houston Community Foundation

    What I appreciate most about the team at Baal & Spots is their ability to think outside the box when it comes to complex challenges. From crafting our custom website to developing exciting and effective strategies for building a presence on social media, the team at Baal & Spots always has fresh ideas to keep our ongoing project evolving.

  • Mark Thiessen Testimonial
    5.0

    Mark Thiessen

    Owner, Trial Attorney at Thiessen Law Firm

    Plain and simple, these guys are the complete package. They think critically, deliver quality and find new ways to deliver value where it matters most.

  • Kelly Palms Testimonial
    5.0

    Kelly Palms

    Director of Business Development at Complete Care

    What I appreciate most about the team at Baal & Spots is their ability to think outside the box when it comes to complex challenges. From crafting our custom website to developing exciting and effective strategies for building a presence on social media, the team at Baal & Spots always have fresh ideas to keep our ongoing project evolving.

We're serious about our relationships.

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FAQ

Below you will find a selection of frequently asked questions (FAQs) that provide further insight into our process, services, and the value we provide to our clients.

What makes you different from other digital agencies?

Many agencies often persuade their clients to narrow their focus to one or two tactics, inadvertently leading to missed potential, lost business, and wasted resources. At Baal & Spots, we believe in a different approach. 

Instead of limiting ourselves to a single specialty, we embrace a multifaceted strategy that ensures our partners are always at the forefront of innovation, grasping every opportunity to enhance their business growth. We don't just help you keep pace with the digital marketing landscape; we help you set the pace.

You’re not financial professionals, how can you write content without being an expert in our field?

The financial industry is complex and regulated, and it can be intimidating for non-experts. That's why we have a team of skilled content marketers who will work closely with you to thoroughly research and understand your specific niche within the finance industry. We also collaborate with you to ensure accuracy and compliance in all content produced, so you can be confident that your content will speak to the needs and interests of your target audience.

How will you help us attract the right leads?

At Baal & Spots, we understand the importance of targeting the right audience for your firm. While the internet may be open to all, technical and aesthetic strategies can work in tandem to ensure your site speaks to the right audience. Here’s how:

  • Strategic content that aims to answer the questions your target audience is looking for
  • Audience-driven messaging that clarifies your
  • Making necessary updates to your website to keep it optimized for search engines and conversion-friendly
  • Tailoring paid ads to your products/services to ensure that the users clicking on them are looking for what you offer
  • Leveraging programmatic ads which are served based on audience segments that we work with you to identify

How do I know if my investment in digital marketing is paying off?

We will provide you with detailed analytics and reports on campaign performance, including metrics such as website traffic, leads generated, and conversions. We also offer regular check-ins to discuss progress and make any necessary adjustments to ensure your investment is delivering the desired results. 

Our transparency and commitment to data-driven decision-making allow our partners to see the tangible impact of their investment in digital marketing with Baal & Spots.

Do you have experience working with financial institutions?

Yes! Whether you are a small boutique family office or a large investment firm, we have the expertise to create tailored marketing strategies that align with your goals and target audience. Our current client, Avidian Wealth Solutions, recently opted to do a redesign with us. Since launching the redesign, their lead value has increased from $37.6 million in the previous 22 months to $111.8 million in their current pipeline. They also experienced a 76% increase in page one rankings within the first three months since re-launching.

Our financial firms each have a similar success story and we look forward to adding yours to the list.

Still have questions?

Let's talk!