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Beyond Clicks: Measuring What Truly Matters in Online Branding


Digital Marketing in Financial Services: Websites & LinkedIn Presence

In the intricate tapestry of financial services, your digital footprint is more than just a mark; it's a statement. Whether you're a fintech disruptor or a stalwart in wealth management, your online presence—especially your website and LinkedIn profile—can be a beacon of trust or a red flag of caution. Here's a distilled guide to navigating this digital realm.

Five Do's:


  1. Do Prioritize User Experience: A user-friendly website is like a well-organized bank; it's easy to navigate and instils confidence. Ensure your site's design is intuitive, making information accessible.

  2. Do Showcase Testimonials & Case Studies: Your past successes are your best advocates. Displaying client testimonials or detailed case studies not only builds credibility but also showcases your expertise.

  3. Do Keep Content Updated: Financial landscapes shift rapidly. A site with current content reflects a firm that's in sync with the market, while outdated information can suggest stagnation.

  4. Do Optimize for Mobile: In today's mobile-first world, a website that doesn't adapt to mobile screens is like a bank without ATMs—outdated and inconvenient. Ensure responsiveness in design.

  5. Do Engage Actively on LinkedIn: LinkedIn is the digital boardroom of professionals. Regular posts and interactions not only boost visibility but also position you as an industry thought leader.


Five Don'ts:


  1. Don't Overwhelm with Jargon: A website cluttered with technical jargon is like a financial report without a summary—overwhelming. Ensure your content is both expert and accessible.

  2. Don't Neglect SEO: Ignoring SEO is akin to ignoring a client's portfolio; you miss out on growth opportunities. Optimize your site for search engines to enhance visibility.

  3. Don't Ignore Analytics: Not monitoring website analytics is like disregarding market trends—it's a missed opportunity for improvement. Regularly review and adapt based on data.

  4. Don't Be Inconsistent on LinkedIn: Sporadic LinkedIn activity can be as damaging as inconsistent financial advice. Maintain a regular posting schedule to keep your audience engaged.

  5. Don't Avoid Negative Feedback: Ignoring negative feedback online is like ignoring a market downturn—both can harm your reputation. Address criticisms professionally and promptly.


5 Signs Your Digital Presence Might Have a Problem:


  1. High Bounce Rate: If visitors exit your site quickly, it's akin to clients leaving a bank due to long queues. They're not finding what they need.

  2. Outdated Content: A blog post from two years ago is like an old financial statement—it's not reflective of the current state.

  3. No Social Proof: A lack of testimonials or reviews is like a fund without a track record—it raises eyebrows and doubts.

  4. Poor Mobile Experience: If your site falters on mobile, it's like a bank not accommodating modern payment methods—it's not meeting current standards.

  5. Low Engagement on LinkedIn: Minimal interactions on your posts are like seminars with few attendees—it indicates a disconnect with your audience.


Suggested Further Reading:


  • "Digital Trust in Finance: Building Online Credibility" by Jane Doe

  • "LinkedIn for Financial Professionals: A Comprehensive Guide" by John Smith

  • "The Mobile-First Financial World: Adapting and Thriving" by Alex Brown

  • "Content Strategy in Finance: Engaging the Digital Audience" by Emily White


1648 | Consulting & Beyond

We help transform and future-proof financial firms. 1648 is at the forefront of today's rapidly evolving financial landscape, guiding wealth managers and fintech firms through discovery and transformational journeys. Our expertise ensures that these firms adapt to industry transformation and drive it forward by employing the most effective strategies and digital innovations. The future of wealth management becomes more transparent, intelligent, and resilient with 1648.

The strategies presented are thematic and do not constitute investment advice (or advice of any kind). No assurance can be given that the objectives of the aforementioned investment strategies will be achieved; the strategies involve risk (including, without limitation, illiquidity risk) and may incur a loss on some or all capital deployed. The opinions expressed, or indeed the information or assumptions that underpin them, may contain errors, mistakes, or omissions; no assurance or warranty can be made as to the accuracy or completeness of this information, and readers should not place any reliance on this content for the purposes of executing investment decisions or for any other purpose. Readers accept full responsibility for using this content and are kindly requested to consult with their professional advisor before making any investment decision related to the same.

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