three financial marketers looking at spreadsheets in their office

8 Powerful Tools For Your Finance Company Marketing

Marketing is a crucial practice for all kinds of companies -- but professionals sometimes undervalue the gravity of proper marketing for their finance business. If you own a finance firm, then you’re likely searching for answers on how to properly market all of the unique services you have to offer. Thankfully, there are several marketing tools available that can help your finance company reach its targeted customer base.
woman banking on a phone app

These tools, resources and software will help you market your finance products and services in an effective manner. The intent behind using such tools is to improve the sales of your product and business. 

With that said, here are the eight best tools that will definitely improve your productivity.



When marketing online, a solid financial web design can effectively capture the user's attention. And a logo, as the "mark" of the company, is an important aspect of that design. While designing a logo can be overwhelming, you aren’t required to adhere to convention if you are in the business of managing money. Homepage

A finance logo should communicate professionalism and trust. is a tool that offers plenty of inspiration for creating finance logos. They have a database of hundreds of thousands of logo designs for you to choose from that are downloaded with the click of a few buttons. Based on your business needs, you can browse through text logos, alphabet logos and symbol logos.

2) SEMrush


Digital marketing has never been more important, so improve your financial company SEO with a reliable tool like SEMrush. This platform allows you to plan and carefully monitor any and all SEO and digital marketing strategies for your finance firm that you have in place.

SEMrush content idea generator for financial marketing topics

You can also use SEMrush for SEO, keyword tracking, domain ratings, link building opportunities and more, while you liaise separately with third-party agencies that provide you with access to high-quality copy and web content for finance-related blogs and articles.

3) Hootsuite


In today’s fast-paced professional world, even financial firms rely heavily on social media platforms to manage marketing and customer relations. If you want to invest in high-quality Social media optimization (SMO), then Hootsuite is one of the best tools you will find.

Hootsuite social media posting feature

Do things like monitor engagement performance, plan posts, interact with customers on all your social media channels and produce detailed reports through the Hootsuite platform. It is the one-stop solution for all of your SMO needs.

4) Google Optimize


A vital step in marketing is to prepare your sites and applications for visitors in the best way possible so your financial company can capture more leads. To do this, take a look at the free tool, Google Optimize. You can use this along with Google Analytics to improve the SEO, content, user experience and many other aspects of your digital presence. 

Google Optimize features: "Experience Types"In short, it’s an optimization tool that webmasters and marketers can use to improve the quality of their web properties. You will be able to use various testing strategies such as A/B, MVT and Split for maximum effectiveness.

5) ProofHub


You will also need an effective way to manage all of your team members and handle all of the collaborative tasks that you set for them. ProofHub is one of the best project management software out there, allowing you to plan and schedule projects, break them down into modules, collaborate over them, and deliver them to clients.

ProofHub project management features

For those with project management woes, you don't have to worry any longer; the functionality is impressive, with Kanban Boards to visualize workflows and Gantt Charts to manage deadlines, as well as multi-person task assignment and full reporting capabilities.

6) Buffer


The SMO platform called Buffer has gained a lot of traction in recent years, thanks to its easy-to-use interface and many social media marketing features. You can use Buffer to manage multiple social media accounts on all your platforms, in one centralized location. You can draft posts, schedule them and produce data reports for internal financial marketing teams.

Buffer SMO tool features

This is a simple and intuitive management platform and will be an effective and powerful addition to your social media toolbox, so consider signing your financial company up.

7) Adobe Spark


Visual content that is attractive can have a lot of benefits for the brand that you’re working to promote. One of the best content creation tools is Adobe Spark, which lets you create everything from infographics, social media posts, flyers, posters and so much more, with little effort on your part.

Adobe Spark content creator preview

It is free for your first 30 days, allowing you to explore the many included features. There is also Spark Video, which lets you combining text, icons, photos, and video clips to craft one-of-a-kind video marketing content. Pair it with a stock photo website and you'll have a powerful suite of tools at your fingertips.

8) Salesmate


Customer relationship management, or CRM, is an essential part of marketing, and Salesmate is the perfect tool to help you with that task. You are able to use the CRM platform to automate your sales and build better relationships with your customers.

Salesmate CRM tool: SQL features

It also provides you with a pipeline view that lets you organize, prioritize and monitor all of your dealings with customers. Salesmate comes loaded with a bunch of amazing features for a variety of industries, specifically in the areas of Startups, Insurance, Small Businesses, Real Estate, Construction and -- of course -- finance!

Good Luck With Your Financial Marketing Strategy!

These are eight of the best tools that every marketer in the financial industry should have in their arsenal. With the help of these resources, you will be able to plan, launch and monitor successful outreach strategies for your small business. Regardless of what you offer, from money management to annuities, tax services, investing, accounting and beyond, make your job easier with the help of these useful ideas -- best of luck with your efforts!

- Written by David Anderson