Profit-driven Customer Acquisition and ROI

Consumers have high expectations, changing loyalty, and easy access to financial services from home equity and mortgages to auto loans and investment portfolios. Financial marketers are also facing significant challenges with the rise of nontraditional competitors and transforming the customer experience in a digital age.

Many finance institutions concentrate on a branch-based marketing strategy that isn’t digital-first while struggling to prove return on investment.

To me, a true partnership is about being an extension of a client's team. I love being able to foster close relationships with my clients where we can truly work together to help them achieve their goals.

Roberta Higgins
Focused Digital Marketing for Finance + Banking

Nailed it.

47%increase in MQLs for auto loans

Best Use of Search Finance & Banking - US Search Awards

JSC Federal Credit Union, now Wellby, undertook a rebranding initiative to embrace its expanding membership base beyond NASA employees and residents. To enhance brand visibility and boost auto loan leads, through their partnership with Forthea Wellby launched a rebranded auto refinancing PPC campaign, aiming to maintain a 27% conversion rate while generating over 175 additional conversions annually.

To surpass the target, our team implemented two PPC management strategies. Firstly, we found that using "car" keywords led to a higher average conversion rate of 36% compared to "auto" keywords, which achieved a 30% conversion rate. Secondly, we tested Smart Bidding, uncertain of its efficacy. Despite an increase in average cost-per-click by $1.24, Smart Bidding helped drive more conversions on top-performing keywords, contributing to the campaign's overall success.

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Scalable customer acquisition + profitability.

Our job is to take you from dabbling in digital to a scalable customer acquisition program focused on profitability. With digital strategies changing faster than ever – think voice search and search engine algorithms – Forthea helps you execute targeted promotions across multiple channels for prime products. We focus on paid advertising, local and content strategies, user experience, and attribution tracking to help you attract and convert new customers while proving return on investment.

Our Approach

The Forthea difference.

Financial Integration + ROI

We compare marketing data with your CRM to provide a full view of new customers generated from Paid Media and SEO campaigns. You'll get a detailed look at revenue driven from digital marketing, enabling you to make more informed decisions based on predictive analytics.

Financial Integration + ROI

Expertise + Service

We approach service with a partnership mindset. Your Forthea team strives to make marketing accountable and will uncover areas for new opportunities for a competitive advantage. You'll benefit from collaborating with multiple specialists and best-practice experts working on campaign performance.

Expertise + Service

Trusted partner. More than a vendor.

For high performing Paid Media and SEO campaigns to run effectively, you need dedicated expertise. We take the time to understand your patient acquisition goals and integrate them into your marketing campaigns and roadmaps—this way we are working together toward performance and results that contribute to increased revenue and profitability.

Trusted partner. More than a vendor.
Local SearchLocal Web ListingsContent DevelopmentPaid Search + DisplayPaid SocialReputation Management

Unparalleled approach.

Local Search

Trust is built when you have visibility across every local touchpoint (maps, review sites, Google My Business). Our approach incorporates local SEO expertise to ensure you aren’t missing opportunities for driving qualified traffic to your branch office.

Local Web Listings

Referral traffic from third-party sites is crucial when dominating search results for location-specific searches. Through our partnerships with Google, Apple, Bing, Yelp, and other location platforms, we can ensure maximum visibility and reliable listings across all platforms.

Content Development

Consumers have lots of questions when searching for financial services. Forthea helps you build content that speaks to users and the search engine. With content and keyword strategies focused on the path-to-purchase and search intent, we develop content that resonates with your audience and converts them into real-world customers.

Paid Search + Display

Grow your customer base and connect with users at the exact moment they are searching for you through paid search (PPC) and display advertising. Stay engaged as they continue through the sales journey and boost results from other paid media efforts.

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Paid Social

Target your customers where they spend the most time online. We implement cost-effective and targeted advertising on platforms like YouTube, Facebook, Instagram, Pinterest, NextDoor, and LinkedIn.

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Reputation Management

Social signals greatly impact decisions when it comes to finding a bank, credit union or loan product. Online reviews are critical to your local SEO strategy and we ensure your reputation stays strong by managing your five-star Google reviews and incorporating them across digital campaigns including paid media and social.

This sounds like me. How do I start?

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Obligation-Free Consultation

Our team will brainstorm and present some awesome ideas to get you great results

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Once we ‘wow‘ you with our review, you‘ll be excited to start services right away. We‘ll send a proposal and get to work!

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