The only finance marketing agency to check all the boxes

Native Digital has led performance marketing efforts for many financial service brands. Banks & credit unions included Southern Bank, nbkc bank, Mazuma, Academy Bank, BNC National Bank and more. In the wealth management industry notable players such as Edelman Financial Engines, Quest Trust, Great Plains have tapped Native to generate customer leads.

Several fintechs such as C2FO, Deserve, Leapyear, Blooom, and Basys have partnered with Native Digital to scale while improving CAC to LTV ratios. Beyond those industries our team has led growth initiatives for insurance such as Farm Bureau, Lending such as Finance of America and AltCap, and a long list of Capital Groups from Kompass to Shamrock to Platform to Level Equity.

While principles remain the same there are many shifts in customer acquisition. A few highlights include:

1) Creator-led trust building – customers are looking for real human voices to suggest and validate the brands they trust. We’ve built a full discipline around incorporating UGC and Creator video into paid campaigns. It doesn’t replace branded assets. It’s not influencer marketing. But it does deliver superior return on ad spend.

2) Zero-click content for AI Snippets – customers are turning to ChatGPT and Perplexity more and more to solve their problems. For our financial clients we’re optimizing for AI-first search and answer boxes.

3) Data & Attribution Clarity – our fastest growing team is our Martech and Data team which is helping connect the plumbing between platforms, dashboards and BI tools. This allows for cleaner conclusions. Faster alignment. And far better attribution modeling.

First we treat compliance as a necessary part of the process. It’s not a blocker, it’s a step to de-risk the brand. In messaging we avoid absolutes such as “guaranteed” and hedge such as “based on past performance.” We implement systematic review and pre-flight checkpoints.

For industry regulation updates, we include these checkpoints as part of our ongoing cadence. For ad platform compliance, we appoint platform intel owners to distribute new guidelines to our team and clients as they are modified. Platforms such as Google, Meta, LinkedIn, TikTok maintain policy hubs we can refer to proactively to ensure campaigns are not held up at the final stage.

We believe in starting with quick wins. Once we’ve diagnosed marketing challenges, we map out tiers of service for feedback. We bill on a flat blended rate. Paid media service fee is based on spend (and channels & campaign) tiers rather than percent of spend. We don’t want to incentivize our team to always recommend spending more. In fact, it’s more common for our team to reduce spend by eliminating wasted spend.

To customize an engagement plan, reach out to our team for an introduction.

We outline a customized 30, 60, 90 day process and deliverables for every client. Steps typically include:

Diagnose, Audit, Propose – Study goals, obstacles, strengths and capabilities. Initial audit of current efforts. Propose customized plan.

Team Intros – Meet point-of-contact and subject matter experts on both teams. Agree on pacing and flow of communication.

Measurement Plan – Identify campaign goals and make sure all channels have quantifiable metrics and are accounted for in the dashboard.

KW & Channel Research – Intel on customer demand for outcomes, solutions, products/services. Study jobs to be done and competitor strategies.

Playbook & Launch – Refining channel strategy & spend approach. Build & QA campaigns, launch into market.

Live Dashboard – Build out dashboard for reporting & monitoring based on campaign & channel goals & KPIs. Identify potential customizations needed.

Test & Iterate – Adjust allocation and messaging based on initial results. Identify new tests to improve ad messaging or channel targeting.

KPI Benchmarking – Study pass/fail metrics once enough statistically significant. Cut waste. Promote winners. Set next targets.

Native Digital is usually compared to one of the following marketing firms:

Finance-only Agency

• Knowledgeable on finance, just like your team.
• Often lacks creative firepower. Delivers sea of sameness.
• Rigid canned solutions.

Local Full-Service Agency

• Has some finance experience, but the assigned team may not.
• Strong on awareness & ideas. Weak on down-funnel acquisition.
• Bespoke solutions, but adds cost.

Native Digital

• Deep finance experience in multiple sub-categories for shared learnings.
• Oriented around customer acquisition. Quick down-funnel wins to start.
• Custom solutions built on revenue potential.

In short, we don’t shy away from revenue accountability. We’re here to deliver business impact.