Meaningful results for Financial Services Firms
Mindtap Marketing helps financial advisors, wealth management, and financial services firms attract, engage, and convert prospects into loyal clients. Founded in 2014 as a general digital marketing agency we found early success serving clients like United Capital, Swell Investing, and Carter Financial Management, eventually narrowing our focus to financial services.
We are an award-winning HubSpot Partner and Google Ads certified agency, and allied member of the North American Financial Services Association (NAPFA). We offer services such as website design and development, content strategy, Local SEO, marketing automation, and full-service inbound marketing programs. We're well-versed in FINRA, and SEC regulations, as well as working with legal and regulatory departments through the review process.
We offer a free digital marketing evaluation to prospective clients, and would be happy to discuss your current opportunities and challenges with you.
United Capital Swell Investing Carter Financial Management Cantrill Financial Group Jet Capital Balance Credit
We worked closely with United Capital's team of seasoned financial services marketers, focusing almost entirely on the HubSpot platform, work ranged from simple landing page templates to campaigns that integrated HubSpot with Salesforce, GoToMeeting and Zapier.
Built the HubSpot blog, landing pages, static + RSS email templates and set up the portal for Swell Investing, an innovative division of Pacific Life focused on cause investing, to design and brand specifications developed by iconic design firm IDEO.
Founded by former CFPB, IAFP, and FFP Chairman Bill Carter over 40 years ago, the 17 advisor, $1B+ AUM team came to Mindtap for branding and help, and a complete website overhaul. We started with new positioning and personas based on extensive discovery sessions and research, followed by detailed UX studies, design comps, overhauled copy, and finally, a ground-up rebuild of the website.
Prior to engaging Mindtap, CFG’s marketing had been a “DIY” undertaking, a fact that allowed us to have a big impact early-on. After analyzing their web presence, we migrated them to the Twenty Over Ten platform, which both saved them money, and allowed for a more modern web presence.
We also revamped their website copy, established brand standards, and improved their local search, blogging, and social media presence, all of which has resulted in an average of one new client a month since we began working together.