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 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 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 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 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 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 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
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!
Contact us