At The Marketing GP, we understand the unique challenges and opportunities of marketing for financial services including accountants, bookkeepers, auditors, bankers, financial planners, advisers, brokers and more.
We specialise in marketing services tailored to the finance industry, designed to help you reach and engage your target audience. From developing strategies to developing content, we can help you drive more leads, create more opportunities, and achieve your desired results.
The Institute of Public Accountants identifies that the finance market has a digital consumer base, in which consumers research their options meticulously. This is why marketing financial services is crucial.
Our team of marketing professionals have extensive knowledge and experience in the finance sector, making us the ideal partner to help your accounting business grow.
Marketing for financial services is something we are well versed in and recognise the importance of. Even Xero themselves have said that successful firms never stop marketing.
We have also created a new brand for a financial collective as two finance businesses merged together. During that project we developed a brand that was professional and reflective of both businesses.
“Working with The Marketing GP is a great experience. They really do think of everything!”
Daniel Irving, Collective Financial Partner
As an annual event, The Marketing GP helps in many ways, ranging from liaising with supplies, graphic design, email marketing, ticket sales and management, sponsorship management, public relations and so much more!
“I’ve worked with The Marketing GP as a member of the committee and the Chair of the Bean Counters Ball and couldn’t recommend them enough. Their team is the glue that brings the event together.”
Hayden Asper, 2020/2021 Chair | Bean Counters Ball
Since 2019, we have worked with a top 10 advisory, assurance and accounting firm, providing support to their internal marketing team, empowering them to do what they do best.
We have also worked with Xceda Finance, a New Zealand based company which has been providing investment and lending products to customers for over 25 years. We assisted them with the implementation of a new CRM – including the development of a streamlined application process, utilising a custom-built website form and automated lead nurturing emails to help convert enquiries to signed contracts.
When Money101, a leading provider of financial education programs in Australia, reached out looking for a software solution to their sales and marketing needs, we were happy to help.
We worked with them to map their current sales process, making improvements, and introducing software to improve their customers’ experience – while drastically reducing the administrative time required to manage and report on leads.
Whether you’re after assistance in the form of content writing, graphic design or event planning (to name a few) we are the financial industry’s best kept secret! Numbers are your thing and words are ours, that’s why we’ll make such a great team.
Our us to implement our marketing solutions, so whether you’re a large financial institution or a small business, our team is well-equipped to help you reach your goals. With everything from strategy to campaigns and implementation, we’ve got you covered.
Our marketing toolkit helps us to implement our marketing solutions, so whether you’re a large financial institution or a small business, our team is well-equipped to help you reach your goals. With everything from strategy to campaigns and implementation, we’ve got you covered.
Financial providers can benefit from strategic marketing that builds relationships with their clients, and the reputation and trust within their organisation.
One of the key services we provide to businesses in the financial industry is Inbound Marketing which is about developing content that helps leads come to YOU, as opposed to you going to THEM. Our preferred Inbound Marketing software is HubSpot, which is ideal for businesses in the finance industry.
Not only can it help increase your leads, and minimise your administration time, it also integrates with hundreds of different accounting tools (including Xero!). Oh, and did we mention we’re HubSpot Platinum Solutions
Partners? This means we’re certified experts in providing advice, tips and guidance for using the software.
We have a diverse team of marketing experts, so no matter what you’re after in the marketing space, we have you covered.
We want to see you target and reach the prospective clients that you actually want to work with.
Find your people!
A solid marketing strategy is vital to any successful business. As problem-solvers, we work with you to identify your point of difference, your target audience, and create a tailored strategy to make your marketing work for you.
Attract, convert and re-engage. Our implementation service gives you access to marketing strategists, website experts, ads and social media connoisseurs, skilled graphic designers, CRM whizzes and general practitioners that are all working to create results for your business.
Scale your business and boost leads.
Our campaign service helps you get in front of the right people, in the right way, at the right time through strategic marketing centered around one core service, product, message or outcome.
Be found online and offer a digital experience.
We offer modern, SEO and user-friendly, responsive and persuasive website development and design services. Whether you are building a website for the first time or giving life to an old site, we’ve got you!
Attract your ideal customers through valuable, tailored content.
Our experienced team will develop an inbound marketing strategy to generate, nurture, and convert leads into loyal customers. Using industry-leading CRM, sales, marketing and customer service software, we’ll streamline your processes and drive results!
Create a brand that instantly connects.
We offer brand connoisseurs and experienced graphic designers who can create a new brand for your business, revamp a tired brand or design new branding for new products and sub-brands.
Make your events memorable.
Sit back, network and take the opportunity to leverage your business while our event management team do the heavy lifting.
Are you feeling a bit like a unicorn struggling to find just one service that fits your needs? Take a look at all the pieces of our service offering to see what will fit best for your business.
A 15-minute chat with Managing Director & Chief Marketer, Holly Martin might be just what it takes for you to know yours when it comes to the next steps to take in marketing your business.