SEO & Lead-Generation Packages for Financial-Services Firms
SEO & Lead-Generation Packages for Financial-Services Firms
A 20 % lift in qualified website leads can mean millions in AUM, loan originations or advisory fees. Yet financial-services marketing lives under a microscope—FINRA, SEC, FCA, MiFID, local data-privacy statutes. Financely’s marketing desk merges reg-first compliance reviews with search-optimised content, guest posting, video production and funnel automation. The result: buyer-intent traffic that clears legal and converts to MQLs and SQLs.
Why SEO Matters for Financial Brands
- High-value keywords: Search terms like “invoice finance rates” or “private credit fund” carry CPCs north of $30—organic rankings cut acquisition cost.
- Trust signals: Google rewards E-E-A-T (Experience, Expertise, Authority, Trust). Thought-leadership articles and regulatory-compliant disclosures lift domain authority.
- Inbound fit: Buyers researching term-sheet templates or SBLC mechanics are deeper in the funnel than cold-outreach prospects.
Our Three Quarterly Packages
| Package | Quarterly Fee | Key Deliverables | Ideal For |
|---|---|---|---|
| Starter | $15,000 | • Compliance kickoff • Keyword map & on-page SEO audit • 4 blog posts / month • 1 guest post / quarter • Monthly analytics & MQL report |
New lenders, boutique funds, FX & payments firms |
| Growth | $25,000 | Starter + • 8 blog posts / month • Quarterly pillar page (3,000+ words) • 2 guest posts / quarter • 2 explainer videos or webinars / quarter • HubSpot or Pardot funnel build (MQL→SQL) |
Mid-size banks, fintech lenders, asset-managers |
| Market-Dominance | $50,000 | Growth + • Content sprint (12 posts / month) • Digital PR & podcast placements • Quarterly white paper (lead magnet) • Video studio day + 4 shorts / month • CRO & marketing-automation A/B testing |
Regional banks, global B2B fintech, institutional brokers |
From Click to Client: MQLs vs. SQLs
• MQL — Marketing-Qualified Lead:
Prospect fits buyer persona, engages cornerstone content, opts into nurture drip.
• SQL — Sales-Qualified Lead:
Downloads a term-sheet, books a call, passes budget/authority/timeframe check.
Financely’s funnels flag conversion events in your CRM. SDRs chase SQLs; marketing nurtures MQLs until intent signals fire. Typical upgrade: 15-30 % more SQLs within two quarters.
Reg-First Compliance Kickoff
• Review FINRA 2210 / SEC IA-3372 or local equivalents
• Pre-approve headline frameworks and disclaimers
• Build keyword list free of misleading performance claims
• Establish content sign-off flow (legal → compliance → publishing)
Value-Add Beyond Content
- Backlink outreach to finance trade journals—DA 60+ only.
- Schema markup for FAQs, ratings and how-to snippets.
- Video captioning + ADA compliance for accessibility.
- Quarterly SERP volatility and competitor-gap reports.
- Marketing automation: lead-scoring, nurture tracks, retargeting audiences.
Looking to raise inbound deal flow? Share your target verticals and current traffic stats—Financely will craft an SEO & lead-gen plan that passes compliance and drives qualified prospects.
Request SEO ProposalQuarterly fees exclude paid-media budget and marketing-automation software licences. All content undergoes one legal & one compliance pass; additional revisions may affect timelines.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
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