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Digital Marketing for Financial Institutions

Digital Marketing for Financial Institutions

The Financial market has grown immensely and has become one of the newest trends where, probably, everyone started investing a lot of money to become a trader and earn money the fastest way.
Nowadays, it is impossible to run a business without working on a marketing plan, specifically a digital marketing plan, since all your audiences are now online, which makes having an online presence for the company a necessary step in order to reach the target.

A good strategy can help any Financial Specialist & Company achieve success in the online environment; our Digital Marketing for Financial instituions will cover all the steps any financial company should take into action to excel online.
From building the brand, launching ads with the goal of getting effective leads and conversions, improving the Financial Institution website’s user experience using the best practices in SEO, and reaching the target with newsletters, everything will be provided within our practical training. 

Topics to be covered

Module 1

  • Create a social media & digital marketing strategy
  • Writing a Digital Marketing plan
  • Budget planning for a monthly, quarterly and yearly plan
  • Content calendar strategy and implementation
  • Make good use of professional templates and tools to write proposals and plans

Module 2

  • Create a content marketing strategy that gets the company effective conversions and leads
  • Prepare an effective social media content calendar
  • Create successful content while meeting the Forex guidelines
  • Optimize the designs to suit the field
  • Posting strategy & frequency
  • Points to be considered while creating Financial content
  • Case studies and live examples
Module 2

Module 3

  • Facebook Pages – The essentials
  • Page Moderation - Manage negative posts and reviews
  • Facebook Content Types & Best Practices
  • Optimize the page and its content for the search ranking
  • Content the Facebook Page to Instagram & WhatsApp Business
  • Facebook hashtags best practices
  • Creating tracking links for the content
  • Creator Studio vs. The New Meta Suite
  • Facebook & Instagram scheduling
  • Insights, analytics & reporting

Facebook Business Manager | The New Meta Suite

  • Facebook for Business – Deep knowledge and Importance of the Meta Suite & Business Manager
  • Business Manager & Meta Suite Setup - Business Settings
  • Understanding the dashboard
  • Facebook for Business vs. Personal Ads Manager
  • Adding the pages & Creating Ad Accounts
  • Managing the Business roles
  • Connecting Facebook with the Website - Facebook Pixel
  • Payments setup
  • Creating Catalogs & Shops
  • Omnichannel marketing - Connecting Socials with website

Facebook & Instagram Ads - All the way to advanced targeting

  • Ads objectives
  • Understand how ads work
  • Ad campaigns and Ad sets structure
  • Optimize the target audience to reach the right people
  • Facebook Bidding types
  • Setting up Conversions
  • Monitor the performance of a promotion - Basic to Advanced
  • Performance & Analytics Metrics
  • Remarketing on Facebook & Instagram - custom audiences & lookalikes
  • Target your own database, emails, or phone numbers
  • Target the website visitors on Facebook and the people who engaged with your pages.
Module 3

Module 4

  • Build a professional Instagram profile
  • Instagram content best practices for the Financial sector
  • Grow your account without buying fake likes
  • Stories & highlights for Financial Content
  • Cross-promoting the content & repurposing
  • Instagram verification
  • Instagram Hashtags best practices for Financial Institutions
  • Reels best practices
  • Instagram Analytics & Metrics
  • Create effective Instagram campaigns and success stories
  • Instagram Tools - creating videos, reels and stories easily
  • How to choose the best influencer
  • How to deal with influencers and track performance
Module 4

Module 5

LinkedIn Personal Profile Optimization

  • LinkedIn personal account vs. LinkedIn Financial company pages
  • Build a solid LinkedIn profile
  • Optimize your LinkedIn profile for the search engines

LinkedIn Business Pages

  • Create a professional LinkedIn Forex company page
  • LinkedIn content strategy & best practices for Financial Institutions
  • Optimize the content for the SEO to increase visibility on the search results
  • Tips & Tools including the best time to post online and analytics
  • Top LinkedIn mistakes to avoid
  • B2B & B2C Marketing Strategies on LinkedIn
  • LinkedIn advertising - Create effective ads to generate leads and conversions in the financial sector
  • LinkedIn Ad targeting details (target by job title, company, education ...)
  • Personalized ad messages on LinkedIn
  • Improve business exposure in LinkedIn to increase revenue potential for Financial Institutions
Module 5

Module 6

  • Search Marketing: Organic, Local, and Paid Search
  • How Search Engines work
  • Keywords research for Financial Institutions
  • Content Development & Keyword strategy for the Financial Institutions
  • Create a Google-friendly content
  • Site Structure
  • META Titles & Descriptions - Strategy & Structure
  • Headings & Sub-Heading
  • Domain Name & URL Structure
  • Website Navigation & Internal Links
  • Setting up Google My Business – Register the location on Google Search, Maps, and other Google applications
  • SEO tools and reporting
  • Website audit and analysis

Module 7

AdWords Account Setup & Campaign Management

  • AdWords account setup
  • Content Structuring
  • Campaigns, Ad Groups, and Ads
  • Organizing Ad Groups
  • Setting up your Google Ads campaigns
  • Search, Display, Shopping, Apps and YouTube ads
  • Keywords types and best ways to optimize the ads for the Financial Institutions
  • Different targeting of Display, Shopping, and Video campaigns for Financial Institutions
  • Linking AdWords to Google Analytics, YouTube, and the Website.

Advanced Tracking & Analytics

  • Understanding Quality Score
  • Setup the Conversions
  • Track the return of the campaigns
  • Remarketing on Google and all over the Web.
  • Hands-on practice on various ad campaigns
Module 7

Module 8

  • Setting up the platform to analyze the Financial company's website traffic
  • Understanding the Analytics Dashboard
  • Analytics Metrics & Bounce Rate
  • Audience Insights
  • Acquisition & Channels - Where visitors came from
  • Calculate the ROI of every traffic source
  • Analytics Reporting – Decision making
  • Behavior and Website pages analytics
  • Setting up Goals & Conversions
  • E-Commerce Analytics & Revenue Tracking
  • Exclude the internal traffic (employees and workers) from the Analytics
  • Measuring your Site’s ROI (Return on Investment) - Conversions Tracking
Module 8

Module 9

  • The basics of the Email Marketing tools
  • Create and design successful email design templates
  • Email design guidance
  • Growing your email list to increase revenue potential
  • Import your email contacts to MailChimp or Elastic Email
  • Sending email campaigns to your own database
  • Sending customized emails
  • Schedule Email campaigns
  • Sending sales driven and professional newsletters on the Financial updates, greetings, and more.
  • Read and analyze the email reports
  • Analyze the open rate, views, and clicks
Module 9

AFTER COMPLETING THIS TRAINING PROGRAM, YOU WILL BE ABLE TO

  • Create a professional digital marketing strategy and successful social media presence for Financial Institution.
  • Develop successful digital marketing campaigns followed by consistent monitoring and analysis. 
  • Manage the SEO (Search Engine Optimization) campaigns to get more sales on the website.
  • Develop effective social media ads that target the right audience.
  • Create Google AdWords campaigns (Text, Display, Video).
  • Do the analytics needed to maintain a good and professional digital presence.

AT THE END OF THE PROGRAM YOU WILL BENEFIT FROM THE FOLLOWING

  • Top scheduling social media and digital tools
  • Free stock photos websites
  • Viral Marketing case studies
  • Successful Social Media campaigns
  • Social Media Ads e-books
  • Google Adwords supportive materials
  • Content creation materials & tools
  • Useful online tools & templates
  • SEO keyword research & structure


Need more details? We are one step away!
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Testimonials

Success Stories

I wanted to express my deep appreciation for the exceptional support and professionalism I received from Intoact Company during my digital marketing course. The instructors' expertise and dedication, coupled with the valuable resources provided, greatly enhanced my learning experience. Your team's professionalism in every interaction, from prompt responses to constructive feedback, was truly commendable. Thanks to your support, thanks for Mr. Elie I feel more confident and prepared for future endeavors in digital marketing. Dina Kawash Senior Sales Advisor
Thanks to Intoact and to all the trainers, Elie and Muhammad, for the wonderful explanation and constant support throughout the training and going into the details of digital marketing in the course. Mohannad Hajjeh -
The Certified Digital Marketing A-Z Practical Training exceeded my expectations in every way. The instructors were knowledgeable, experienced, and passionate about the subject matter. They provided a comprehensive overview of various digital marketing strategies, which included SEO, SEM, Google Ads, websites, social media marketing, email marketing, and other aspects. The course also included hands-on exercises and real-life case studies, allowing me to apply my newly acquired knowledge in a practical setting. Overall, I highly recommend this digital marketing course to anyone looking to enhance their skills, knowledge, abilities, and understanding in this field Pamela Bcherawi -
I took the full Digital Marketing A-Z program and it was super informative and made me ready to handle any part of a digital marketing project with ease and confidence. And specially thanks To Mr Elie and Mr Mohammad for the wonderful explanation and constant support throughout the training and going into the details of digital marketing in the course. Gacia Boghtchalian Social Media Specialist
I wanted to express my deepest gratitude for the incredible experience I had with you all. Your professionalism, dedication to learning, and friendly demeanor made every interaction memorable. Thank you for providing such an amazing experience—I truly appreciate it Aalaa Atwi Manager
I am happy to report that I had a wonderful time in your Certified Digital Marketing A-Z Practical Training. The training was very informative and engaging, and I learned a lot that I am so excited to apply to my work. I am also grateful for the support and guidance that Mr Elie and Mohamad provided. Overall, I am extremely satisfied with the training and I highly recommend it to anyone who is interested in learning more about digital marketing. Tamara Ramadan Marketing specialist Unidrug sarl
If you're looking to get more knowledge in Digital Marketing, this course is for you. The six sessions are information-packed sessions! At the end of the course, you will be given all the tools you need to have more knowledge in digital marketing. Diane Lawen Director of Marketing, Paramount Management
Professional, practical, and interesting. The Digital Marketing training program is suitable for beginners as for advanced. I will review all the notes and presentations and come back to you for extra sessions for sure. Nidale Afeiche Partner/Manager, APRINT
The training was very informative and up to my expectations. Elie is patient and is always helpful with any question we might have. Christelle Khraish Graphic Designer, SABIS
I really enjoyed the digital marketing course. The training was very well taught, very interesting and covered all the topics that are important to make us ready to start our new digital career. Zeina Zeidan Marketing Executive, Mercedes Benz
The training exceeded my expectations and was such a helpful tool for my business and as a learning experience. It was really the A-Z in digital marketing; highly recommended. Dima El-Halabi Dietitian & Clinical Manager, Dr. Rami Abedi Clinic
It was a great training especially coming from a different background with limited information about Digital Marketing. I got the chance to understand how business for Facebook works and how we can use it as a non-profit organization. Farah Abi Mosleh Community Development Officer, Farah Social Foundation
This is the most specified, helpful, and applicable social media training I ever attended. The trainer was well done performing with great training skills. Thank you Intoact for the great information! Ghinwa Ghazi Zeitouni Journalist, Union of Progressive Women
The training was very intense, very well organized, very thoroughly taught. Elie is a great teacher and a great trainer. He doesn't miss a detail, gives an interactive classroom. From zero knowledge about Digital Marketing, I would say that I am leaving this session with more knowledge than expected. Thank you! Luana Boulos Psychologist
I loved the training, it was filled with info, I learned a lot of new techniques which I am sure will help boost my career. Having practical examples was awesome and I will surely take other courses with Intoact in the near future! Nancy Hasbany Senior Marketing Coordinator, United Petroleum Co.
The course was very interactive and professional. Everything was practical, the thing that we all missed at our educational level. Dona Rouhana Back Office, Add-Mind
The Full Digital Marketing course covers all the essential tools for anyone to be able to manage the digital marketing aspects of a business. It was very helpful and useful for me especially because I'm starting a new job. Munir Saad Al Hariri Marketing Executive, Tensai Tuning
The training was honestly more than what I had already anticipated. I would definitely recommend it to my relatives and friends. I feel like now I'm ready to take action online digitally without having to worry about anything. Charbel Aghnatios Student
I would definitely recommend your training to anyone that wishes to enter the digital world or simply become more advanced and work in a professional way. The information was very helpful. Thank you so much for the effort in putting this training together. Sarah Abdelnour Business Owner
The Digital Marketing training was great, it was beyond what I expected. I have learned new concepts and had the time to experience, test and practice. Elie is a very knowledgeable and experienced trainer. I totally recommend it! Mohamad Cheblak Engagement and Outreach Officer, MSF
It was a very nice experience. I really increased my knowledge and learned new things. Thank you for your time and support! Mabelle Azar Sales Manager, Numed SARL
As expected, the course was very beneficial. We went through the fundamentals of SEO, SEM, and Google Analytics which definitely help improve business sales and marketing performance. Raymond Nahra Marketing Executive, CSS Providers
This training is really good. It changed my whole perspective on social media not only in boosting and reaching strategies but also in focusing on the identity of the business, and how to keep it interesting. Chris Tannous Owner, Haven The Cabin
The training was super helpful and full of useful information with a lot of details that will boost our knowledge about this domian. Elie knows definitely how to deliver the material by sharing his experience and knowledge with us! Maryse Abi Haidar Student
Not to be missed! One of the most effective and interactive training. Thank you Elie and Elvis, Cheers! Maria Bou Saada Project & Communication Head Unit
Very interesting training! We learned very fruitful information that would be of huge added value at work. I will certainly recommend it to my peers. Krystel Kilo Team Leader - Marketing Strategy, Bank Audi
It was excellent, very professional, a lot of information. It needs practice and I am sure that I will come back for a new training. Very good material! Rana Sfeir Digital Consumer Manager, Pierre Fabre
Such a professional team! Very useful and practical information in the growing trend of Digital Marketing! Shohig Anserlian Marketing Manager, Atamian
Amazing, thank you. I learned a lot about almost all the topics in Digital Marketing. Elie is very friendly and answered all our concerns. I totally recommend this course. Marilyne Farah Digital Marketing Specialist, Sanita
The training was very helpful and detailed, where I learned a lot about social media and digital marketing and all the topics I might use in my work. Laura Abou Rjeily Corporate Communications Manager - Al Sumaria TV
It was a life-changing experience! The training was really above my expectations; the way that it was communicated to us was really professional and proficient. Thank you! Joyce Mikhael -
Very interesting training, covering all fields of social networks, all tools, especially if you don't know anything (0 level). Thank you so much! Sherine Azar Abi Fadel Fakhoury Journalist
It was a great experience, I got a lot of useful information and tips! Mohammad Aldor CEO, Get4Less Ghana
Clear and informative. Everything you need to know about Digital Marketing and not boring at all! It was fun and highly recommended! Thalia Kahi Web Editor, Nidaa l Watan
Thank you for this training, it was extremely informative, and all the information I was seeking was provided! Thank you Elie for all the tips as well! Joy Yazbeck Social Media Manager, UNHCR
Training content is very clear, well organized and the flow is well structured. Highly recommended! Layal Bejjani Head of Marketing & Communication, Sports Life
It was a very good training, I've learned more things that will help me to build my own business in the future. Elie was a generous instructor and Elvis was very helpful, I really appreciate your efforts. Thank you! Safaa Zeidan Business Intelligence, Hikma Pharmaceuticals
The training was interactive yet overload by the information. But very comprehensive, delivered in a very professional way, and includes a detailed plan with smart objectives! Jihane Haidar Business Intelligence Manager
The training was very interesting, as I was not aware of all info; I ended up knowing all details! The instructor was very helpful, knowledgeable, and very professional. It was a good experience, and hope to take more courses with Intoact! Dayana Yammine Customer & Sales Manager, Menagate
First, I would like to say that it was really a pleasure meeting Elie and Elvis, and I think taking this course with Intoact was the best decision I took. Very valuable info, they respond to all our questions and concerns and always available to respond to our requests even after the course. Thank you! Lara Bouery Executive Assistant
Intoact's A-Z training was a great experience, very informative while delivering adequate hands-on examples. Great working environment. Rawad Bou Younes Marketing Officer, Chafic Bou Younes Co.
The training course is a professional one, it enhances our Digital Marketing knowledge and skills. Mr. Elie is very qualified and I am sure that everyone during the training, has learned a lot from his experience. Rasha Abdul Khalek Marketing Assistant Professor, Lebanese Univeristy
It was a very deep practical training that helped me understand the field of Digital Marketing. It requires a lot of practice, but it's all definitely worth it for improving my personal business and where I work. Thank you! Lina El Kassem Media Manager, Lebanese Evangelical School
Amazing! Needed to have practical training to make sure I've mastered all the information! Alexandra Sawaya Trade & Marketing Executive, Madi International
The perfect training in Digital Marketing! Practical, friendly, and useful for advanced Marketing. Thank you! Melissa Tawk Marketing Coordinator, Metro Superstore
It was a very fruitful experience. I learned valuable information which I consider quite beyond what I initially expected. I honestly can't wait to join a practical session to apply everything I have learned. Best of luck! Zeina Fawwaz Senior Officer, CSC Bank
Very interesting and professional training, the information shared is beneficial for Digital Media designers, strategists, and account managers. All the best, looking forward for more advanced training programs to take. Patricia Saghbini General Manager, Beedesign
The training was great, very helpful and a lot of hands-on. It's very useful for anyone planning to start a career as a freelancer or digital marketing or to add a certification to its own career. Sylva Abi Hanna Sales & Marketing | Business Owner
Very beneficial. I would recommend it to anyone who is considering starting his/her own business. Social Media has a world on its own definitely worth the hours and pay. I appreciate it! Even if you think you are slow, the instructors are more than patient and will guide you through it all! Thank you Elie and Elvis, much love. Alexy Jean Salloum Graphic Designer
It was an amazing training, very beneficial! Elie & Elvis are really friendly and are too patient :) I think I can run my own business now; thanks to you both :) Pamela Fahed Marketing Executive, Gulbenk Trading Co.
We enjoyed the training, it was very beneficial and we received a lot of important information that for sure will help us in our future career. The presenter Elie Sarkis was very helpful and professional where he gave us the infos in the best and smooth way. Elie Rahme Managing Director, Glow First
Loved the digital marketing training! so interesting! Looking forward for other trainings! And the training with Elie Sarkis is very motivational! Lea Njeim Creative Director, Social Media Management
Smooth training, great teacher (Elie Sarkis). A lot of information explained in an easy way. Elie Hanna Managing Partner, Glow First
Perfect training sessions. A lot of info and details. Interesting digital marketing course. Hala El Hajj Charge Marketing Operationnel
Very helpful course, learned a lot about how I will be able to manage my own social media accounts instead of investing in it with an agency to have it done for me. A great service, great people, loved it. Will definitely join another. Christy Samaha Social Media Executive
Elie Sarkis is so helpful and is simply a Master. Thank you :) Sabella Bassil Graphic Design & Website Content Specialist, Alfa Telecommunications
Got so many insights, my favorite part was the website links shared for our use and the digital marketing tips & tricks. Stephanie Doueihi Marketing Manager, HiCart.com
It was a very interesting Digital Marketing training, Elie is very knowledgeable, but we need a lot of practice to implement all the notions we crossed. Manal Dana Head of Marketing, Achour Holding
Amazing Digital Marketing training program :) Daniel Malaeb Publisher Relationship Manager, Maddict
Very innovative and professional approach to the social media education. I would recommend this training to any digital marketer who aims to take their online presence to the next level. Peter Bejjani Digital Marketing Manager, Bejjani Co.
It was a very useful Digital Marketing workshop in a lovely generous environment with a very helpful instructor and partner, thank you so much for this experience! Nicole Azouri Marketing Executive, AMS
Very good experience! I learned so much in just 2 days of training. I recommend this Digital Marketing course for everyone who wants to improve and have more influence on others. Sarah Adaimy Graphic Designer
Very interesting and useful training course. It connected all the dots providing us with a complete understanding of digital marketing components. Stephanie Azarian Marketing Manager, Everteam
It was a great photoshop training, friendly and very professional team. Layal Lteif Housing Loan Consultant, Phoenicia Real Estate
It was a great photoshop and illustrator training program! Very professional team Carol Kawerkian Student
What I liked the most about the Communication training was the practical part. The team has Smart tactics and is very educated. Cosette Abou Ghazaleh Managing Partner, Speedlight
Thank you Intoact for a very informative Facebook Marketing workshop. Elie Sarkis communicates clearly and effectively, and is very helpful and approachable. The presentation is very clear, well-structured, and easy to understand. I highly recommend their services. Peggy Bouchedid Client Services Manager, LeProfin
It was a good digital marketing training. Thank you! Georges Hourany Owner, Hourany Services 
When I began researching social media and digital marketing workshops, I had no idea I would meet such a professional, thoughtful, and genuine instructor. I really enjoyed our sessions because Mr. Elie Sarkis truly personalized the course for the group needs and target areas. The case studies exercises added a plus to the course and helped us understand the core of the workshop by practicing all its related aspects. Moreover the material and references communicated were very resourceful and useful. I would recommend this type of workshop for anyone who is looking to improve his digital and marketing skills and looking forward to signing up again for other detailed targeted workshops. Keep on the good work! Simona El Khoury Graphic Design Instructor, NDU
“Attended the Digital Marketing training. Amazing atmosphere - Professional setting.” Joe Daccache Corporate Sales
“I really enjoyed the Digital Marketing training. It was very taught. Very interesting & covered all the topics that are important to make us ready to start our new career” Zeina Zeidan Marketing Executive, Mercedes Benz
“ So glad I took the digital marekting course. Got all the questions that I'm searching for and more ” Rose-Mary Keyrouz Freelancer
This digital marketing training was very informative and up to my expectations; Elie is patient and is always helpful with any questions we might have. Christelle Khraish Graphic Designer, SABIS
“ Such a professional team! Very useful and practical information in the growing trend of the digital marketing. ” Shoghig Anserlian Marketing Manager, Ets. H. Atamian
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