Financial Services
Financial brands are facing a wave of disruption that’s reshaping how people manage their money and plan for the future. Trust in traditional institutions continues to erode as customers turn to digital-first competitors offering experiences that feel easy and straightforward. Meanwhile, marketing teams inside banks, credit unions, and insurance providers are asked to drive growth with fewer resources and more compliance restrictions than ever.
Financial Services Marketing That Builds Trust and Growth
PriceWeber’s team was built to meet those challenges head-on. Our experts combine deep industry knowledge with the strategic thinking and creative execution needed to keep financial brands competitive. From our Louisville base, we partner with financial institutions and insurance companies nationwide to help them modernize how they reach and serve customers. This approach helps organizations bring in new customers and strengthen the value of existing relationships. Our industry-specific capabilities include:
Branch and Location Marketing Optimization
M&A Brand Transition Planning
Regulatory-Compliant Campaign Development
Member and Policyholder Engagement Programs
Wealth Advisor and Loan Officer Personal Branding
CRA and ESG Storytelling
Financial Education and Literacy Campaigns
Onboarding and Nurture Journeys
Branch Reputation and Review Management
Services
Strong financial marketing decisions start with a deep understanding of how people choose, trust, and stay with their banks or credit unions. PriceWeber uses research to uncover what motivates people to choose and stay with one institution over another. We combine qualitative studies with market data to find opportunities that shape strategy and support real growth.
In financial marketing, a strong brand depends on clarity and the ability to evolve without losing trust. Brand transitions and mergers are part of life in this industry, and they can test even the most loyal customer base. PriceWeber helps banks, credit unions, and insurance providers define what makes them stand out in competitive markets. From a brand refresh to navigating the minefield of a merger without losing customers, we help leadership navigate rebranding and communication planning to keep customers confident and employees aligned.
Digital marketing for financial services must connect people to products while meeting strict compliance standards. We build programs that make it easy for customers to research and apply with confidence. Campaigns are designed to generate qualified leads and improve online performance while maintaining compliance.
A financial institution’s website is its most important digital property and a direct reflection of customer experience. PriceWeber designs and builds secure, compliant sites that help people explore products and open accounts with confidence. Our team studies user behavior to improve performance and reduce friction so more visitors complete applications or make contact with your team.
Visibility in search drives new customer relationships for banking and insurance companies. Our SEO and PPC experts manage strategies that improve discoverability and reduce wasted ad spend. By refining targeting and content, we help your institution appear when and where customers are ready to engage.
Effective media planning for financial institutions balances precision with reach. We look at how customers shop for loans, compare rates, or explore coverage options, then match each channel to where those choices are made. Every media plan is built to stretch your budget and drive measurable growth for your institution.
In financial services, relevant content earns attention and strengthens long-term loyalty. We create articles, email newsletters, videos, tools, and more that help people make informed choices about their money. This approach positions you as a trusted resource while improving visibility and engagement.
Public relations for banks and credit unions requires both trustworthiness and flexibility to stay relevant with customers and prospects. It also plays a key role in protecting your reputation during times of change or uncertainty. Our team supports everything from promoting community initiatives to preparing executives for media interviews and crisis communication. The goal is simple: keep your institution visible for the right reasons and trusted when it matters most.
Social media for banks works best when it builds understanding and trust. PriceWeber helps clients use these social platforms to share relevant updates and answer questions while maintaining compliance. Every interaction reflects the credibility your institution depends on and supports stronger connections with customers and members.
In bank marketing, authentic visuals build credibility faster than any campaign promise. Today’s savvy financial audiences recognize stock imagery instantly and see it as inauthentic. That’s why our award-winning team helps deliver video, podcasts and photography that represent the trustworthiness and authenticity of your institution.
Hiring for financial institutions comes with unique challenges, from meeting high service expectations to finding people who reflect your brand’s integrity. PriceWeber helps banks, credit unions, and insurance organizations attract skilled candidates who can build trust and deliver consistent service. Our recruitment marketing programs use clear communication and genuine storytelling to connect with candidates and help employers retain engaged, motivated teams.
Approach
Financial decisions are emotional and rational at the same time, so understanding what drives behavior is essential. Each strategy begins with research into how people evaluate credit unions, banks, and insurers, revealing what motivates both action and loyalty.
Marketing succeeds when internal teams stay focused on the same goals. Collaboration across leadership, compliance, and sales ensures every communication from our agency feels consistent and credible from the inside out.
Complex products often slow decisions. By turning financial details details into simple, we craft helpful information that gives customers a clearer path and helps them choose you with confidence.
Performance data means little without interpretation. Connecting metrics to business outcomes helps our clients see what’s working and refine strategies that strengthen ROI.
Credibility is the cornerstone of every successful financial brand. We build audience communication with honesty and empathy, helping institutions build lasting relationships that hold steady through change.
FAQs
Our team focuses on understanding what customers expect from their financial partners and how those expectations shift over time. From there, we build strategies that strengthen brand perception and help you communicate value in a way that feels genuine and distinct.
PriceWeber works with banks, credit unions, insurance providers, wealth management firms, mortgage lenders, and more. We understand the compliance and communication standards that define the category and adapt strategies to fit each client’s structure and audience.
Absolutely! We develop integrated campaigns that connect paid media, search visibility, and conversion-focused content to attract qualified leads. The result is a consistent flow of new business that aligns with your growth goals, not vanity metrics.
Yes, we can. We also support financial organizations that need to attract talent through specialized recruitment marketing and employer brand development. The same strategic rigor we apply to customer acquisition helps build stronger, more stable teams.
We’d love to. We work with decentralized marketing teams to create consistent messaging that still allows local flexibility. The goal is to keep every branch on brand while addressing each market’s unique needs.
Younger generations expect transparency and relevance from their financial institutions. We use research and creative strategy to develop content that earns attention and builds relationships without losing compliance or professionalism.
We guide leadership teams through the communication process, helping employees and customers understand what’s changing and what’s staying familiar. The goal is to protect relationships and preserve confidence during transition.
Experience matters here. We design content with clear review paths, ensuring that messaging meets legal standards without losing its human appeal. That process helps campaigns move faster and with fewer revisions.
Meet the Expert

Jonathan Bone
Co-President, Account Services
Jonathan leads financial accounts with a strategic mindset shaped by years on both the client and agency sides. His early experience advising banks on marketing real estate-owned assets gave him a strong understanding of how financial organizations operate and make decisions. At PriceWeber, he applies that knowledge to help clients solve complex challenges and find growth opportunities that move business forward.
Brands we’ve worked with
We’ve partnered with leading regional banks, credit unions, and investment firms to deliver measurable growth through digital strategy and creative advertising.








