IDS

B2B Digital Marketing for
Financial Services

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Building Brand Confidence by Understanding Needs

At IDS, we help our clients stand out from the competition with the help of inbound marketing services that direct your message to your target clients. Our team of marketing experts will walk you through the best ways to boost your B2B marketing for financial services and stay ahead of your competitors. Financial advisors make the most of data to get the best results for their clients, but are they using the same techniques to help themselves?

Data-driven digital marketing is not an out-of-the-box concept; however, it’s important to make sure that you’re leveraging the right strategies to get ahead of the competition. Discover how IDS’ B2B digital marketing for financial services can help your business form a lasting impression on the best possible users.

One unique challenge that stands out in the financial services industry is the struggle to obtain and retain client confidence. It makes sense — business owners who are interested in hiring financial services have money on the line and are trusting your team to grow their assets and/or simplify their processes.

In order to build trust and lasting relationships, it’s incredibly important to reach your audience with a meaningful and assuring message. IDS will work to understand your ideal client, their needs, where to find them, and what they look for in a financial services partner.

In B2B Marketing, First Impressions Matter

Your website says a lot about your business. It takes a visitor to your site less than two-tenths of a second to formulate an opinion about your brand once they’ve visited your homepage. A lot of that is due to design and how user-friendly your website is for someone who is new to your brand.

For instance, if your site layout is difficult to navigate, prospective clients might get the impression your business is disorganized or doesn’t necessarily prioritize their experience. Our experts take a detailed approach to your digital layout to make sure your website is easy to explore on every device and captivates your audience.

Our team has a long history of developing cutting-edge websites that educate, inform, and sell your services. We’ll get to know your company and the unique services you provide in order to develop informative messages tailored to your ideal clients.

Your B2B website should function as well as your business — IDS will make that a reality.

Get Your Business Going with Digital Marketing
Providing Your Industry with B2B Digital Marketing Solutions

Our B2B Digital Marketing for Financial Services

IDS offers a wide range of capabilities that our clients can choose from to create their perfect marketing bundle. Some of our B2B marketing financial services include:

  • Web Development
  • SEO
  • Email Marketing
  • Content Marketing
  • Social Media Marketing
  • Analytics & Strategy
  • Video Production
  • Paid Digital Advertising
  • Product Marketing
  • Online Event Marketing
  • Brand Building
  • Competitive Analysis

You’ll work with a dedicated account manager who will help you create the perfect strategy for your financial advisory business. With the entire IDS team behind you, you can look forward to significant improvement in your lead flow.

Contact IDS today to see how our digital marketing for B2B financial services can improve your bottom line!

Ready to learn more about how IDS manages digital marketing for Financial Services?

Contact Us
IDS

GREATER BOSTON
6 Chestnut Street Unit 210
Amesbury, MA 01913

ORLANDO
100 E Pine Street Suite #110
Orlando, FL 32801

Senior Account Manager

This person will have an exciting opportunity to be the lead voice on well-known brands across the nation in a booming industry of franchising.

The desired candidate for the AM position will have experience planning and managing digital marketing projects for a portfolio of clients. This person will be the main point of contact both internally and externally for our clients while serving with a level of knowledge of key digital marketing strategies. 

Strong experience with client on-boarding, planning, fulfillment, and reporting of routine digital marketing deliverables are critical to the success of the selected candidate. Strong communication skills and the ability to meet the needs of internal and external stakeholders are required for this position in conjunction with the candidate’s knowledge of digital marketing, and the changes in the industry around SEO, SEM, social media, analytics, email marketing, content marketing, and UX website best practices. This candidate must also possess the skills needed to be helping account managers and other colleagues within IDS of the latest technology and industry enhancements are part of the job expectation.

Requirements:

  • Experience working amongst a team of Digital Account Managers
  • Responsible for the full understanding of IDS’ suite of digital marketing vendors and services
  • Ensure timely delivery and fulfillment of digital marketing products and services
  • Experience in managing the development of new websites and maintenance of existing sites
  • Strong interpersonal skills and the ability to foster an environment of teamwork and collaboration across our different digital marketing departments
  • Experience working in Project Management systems such as Bitrix, Jira, or Basecamp (Bitrix a bonus)
  • Strong understanding and tactical experience working within digital marketing channels such as Paid Search, SEO, Display, Social, Content Marketing, UX, and Analytics (Certifications a bonus)
  • Ability to curate presentations and reports that align with client marketing goals and objectives with strong data-driven storytelling
  • Experience working in reporting tools such as Ninjacat, Domo, or Tableau.
  • Involvement in client growth opportunities
  • Work closely with Senior Account Managers, Operations, and the Executive Team to deliver routine updates surrounding the delivery and execution of IDS’ onboarding, leveraged platforms, client growth opportunities and company growth opportunities.
  • Experience in Franchising or B2B Marketing Strategy

Job Type: Full-time

Required education: Bachelor's

Required Digital Marketing Experience:

3+ years minimum

Job Location:

Amesbury, MA

COVID-19 considerations

  • To ensure the safety and well-being of our employees, IDS is currently working on a hybrid basis with some team members in the offices and others working remotely. IDS is completely committed to providing a safe work environment by following protocol that is recommended by the State of Massachusetts and the Federal Center for Disease Control.

Account Manager

The desired candidate for the AM position will have experience planning and managing digital marketing projects for a portfolio of clients. This person will be the main point of contact both internally and externally for our clients while serving with a level of knowledge of key digital marketing strategies. 

Strong experience with client on-boarding, planning, fulfillment, and reporting of routine digital marketing deliverables are critical to the success of the selected candidate. Strong communication skills and the ability to meet the needs of internal and external stakeholders are required for this position in conjunction with the candidate’s knowledge of digital marketing, and the changes in the industry around SEO, SEM, social media, analytics, email marketing, content marketing, and UX website best practices. This candidate must also possess the skills needed to be helping account managers and other colleagues within IDS of the latest technology and industry enhancements are part of the job expectation.

Requirements:

  • Experience working amongst a team of Digital Account Managers
  • Responsible for the full understanding of IDS’ suite of digital marketing vendors and services
  • Ensure timely delivery and fulfillment of digital marketing products and services
  • Experience in managing the development of new websites and maintenance of existing sites
  • Strong interpersonal skills and the ability to foster an environment of teamwork and collaboration across our different digital marketing departments
  • Experience working in Project Management systems such as Bitrix, Jira, or Basecamp (Bitrix a bonus)
  • Strong understanding and tactical experience working within digital marketing channels such as Paid Search, SEO, Display, Social, Content Marketing, UX, and Analytics (Certifications a bonus)
  • Ability to curate presentations and reports that align with client marketing goals and objectives with strong data-driven storytelling
  • Experience working in reporting tools such as Ninjacat, Domo, or Tableau.
  • Involvement in client growth opportunities
  • Work closely with Senior Account Managers, Operations, and the Executive Team to deliver routine updates surrounding the delivery and execution of IDS’ onboarding, leveraged platforms, client growth opportunities and company growth opportunities.
  • Experience in Franchising or B2B Marketing Strategy

Job Type: Full-time

Required education:

  • Bachelor's

Required Digital Marketing Experience:

  • 1-2 years minimum

Job Location:

  • Amesbury, MA

Job Type: Full-time

COVID-19 considerations

To ensure the safety and well-being of our employees, IDS is currently working on a hybrid basis with some team members in the offices and others working remotely. IDS is completely committed to providing a safe work environment by following protocol that is recommended by the State of Massachusetts and the Federal Center for Disease Control.

Digital Marketing Analyst

The desired candidate for this position will manage paid search and display campaigns on Google and Bing. This candidate will report to the Director of Search. A successful SEM Specialist will effectively manage account setup and implementation, strategy, and budget while working cross-collaboratively with the SEO, Content, Social, and Account Management teams in order to maximize a client's ROI. (Paid Social is a bonus)

Responsibilities

  • Execute tests, collect and analyze data, identify trends and insights in order to achieve maximum ROI in paid search and display campaigns
  • Track, report, and analyze website analytics and PPC initiatives and campaigns
  • Manage campaign expenses, staying on budget, estimating monthly costs, and reconciling discrepancies
  • Consult Account Managers on landing page best practices and copy adjustments needed to improve post-click engagement and conversion.
  • Perform ongoing paid keyword discovery, expansion, and optimization
  • Research and analyze competitor advertising
  • Keep the team informed on industry news and trends

Requirements

  • Google Ads Certified
  • Proven SEM experience and success managing PPC campaigns across Google and Bing (Social a Bonus)
  • Well-versed in performance marketing, conversion, and online customer acquisition
  • Up-to-date with the latest trends and best practices in search engine marketing
  • In-depth experience with bid management tools
  • Experience with website analytics tools (ex. Google Analytics)
  • Strong analytical skills and experience generating SEM reports
  • Familiarity with A/B and multivariate experiments
  • Required education: Bachelor's

Required Digital Marketing Experience: 1-2 years minimum

Job Location: Amesbury, MA

Job Type: Full-time

COVID-19 considerations:

To ensure the safety and well-being of our employees, IDS is currently working on a hybrid basis with some team members in the offices and others working remotely. IDS is completely committed to providing a safe work environment by following protocol that is recommended by the State of Massachusetts and the Federal Center for Disease Control.

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