What to budget for digital marketing as a financial services firm
How to think about a digital marketing budget for a financial services firm, including the compliance review cost that generic budgeting frameworks miss.
4 min read
A marketing agency without financial services experience can produce content that reads well but creates real compliance exposure — an overstated return claim, a missing disclosure, an ad that never should have run without verification. The vetting process should weigh this heavily.
Questions worth asking directly
- What is your content review process for regulatory compliance?
- How would you handle a required disclosure without making the page unusable?
- Do you understand which regulator (RBI, SEBI, IRDAI, ICAI) applies to our specific business?
- How do you propose to maintain an audit trail for automated communication?
Signs of a good fit
An agency that asks about your specific regulatory obligations and existing compliance process before proposing content is treating this as a genuine constraint, not something to work around after the fact.
The right financial services agency asks about your regulator before they ask about your brand voice.
What a good working relationship includes
A documented compliance review step built into the content workflow, clear escalation for anything the agency is unsure about, and reporting that respects the sensitivity of financial data.
The takeaway
Ask an agency to describe their content review process for regulatory compliance — an agency without a clear answer is not equipped for this category.
Written by Fibvo — Bengaluru and Erode, India — working with clients in other time zones. Questions, or think we have it wrong? Tell us.
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