Choosing a marketing agency for a financial services firm
What to ask a marketing agency before hiring them for a financial services firm, and why compliance fluency should be a hard requirement.
4 min read
Financial services marketing changes underneath you as rates, regulations and product terms shift. A quarterly review catches drift before it becomes an actual compliance issue or a customer complaint about a mismatched expectation.
Content and disclosure accuracy
- Rate, return and fee figures across the site match current product terms.
- Required disclosures are current and easy to find, not just technically present.
- Calculators use current assumptions and are clearly labelled as illustrative.
Ads and consent
- Advertiser verification status current for regulated ad categories.
- Consent records for marketing communication and credit checks are properly logged.
- Social media posts with specific claims have gone through compliance review.
A rate figure left unchanged after a real rate change is the kind of small oversight that becomes a real customer complaint fast.
Reporting
Monthly reporting on lead volume and conversion by product, reviewed alongside compliance for anything that needs attention — not siloed away from the compliance function entirely.
The takeaway
Review every rate, return and fee figure published across your site and ads each quarter — outdated figures are a common, avoidable compliance and trust risk.
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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