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 audiences on social media respond well to genuinely useful educational content — explaining how credit scores work, or what a claim settlement process actually looks like — often better than they respond to direct product promotion, which also carries more compliance scrutiny.
What performs and stays lower-risk
- Explainers on financial concepts relevant to your product category, without specific product claims attached.
- Real (with consent) or illustrative customer journey stories, avoiding specific return or benefit figures.
- Regulatory update explainers relevant to your customers, positioned as helpful information.
What needs extra review before posting
Any post including a specific rate, return or claim settlement statistic should go through the same compliance review as your website content — social media does not carry a lower bar just because the format feels informal.
A social media post with a specific number carries the same compliance weight as a page on your website — treat it that way.
A realistic cadence
Two to three educational posts a week, reviewed for compliance before publishing, is sustainable for most financial services marketing teams without needing to rush content out ahead of proper review.
The takeaway
Post general financial literacy content more often than direct product promotion — it builds trust and carries lower compliance risk than repeated specific product claims.
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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