1. Industries
  2. Financial services

SEO, PPC and AI search for financial services

Financial services marketing that brings in the right clients.

Search, paid media and AI search for advisers, lenders, insurers, fund managers and investment platforms. Measured on qualified leads and revenue.

Top 3%
Google Premier Partner
4+ years
Average client relationship
4.9 / 5
Rating on Clutch
  • LegalVision
  • Sequoia Financial Group
  • The Fred Hollows Foundation
  • Bloomberg
  • Harbour Trust
  • Audi Australia
  • Fast Cover
  • NAPCAN
  • Frasers Property
  • Livewire Markets
  • Morningstar
  • Aventus
  • hipages
  • Nutra Organics
  • Chatime
  • GEMI Investments
  • DJ City
  • Kooee
  • Euro Marble
  • McPherson's

In finance, more leads is not the goal. The right ones are.

Financial keywords are expensive and your competitors include the banks. A campaign built for volume fills the pipeline with enquiries that never become clients, and you pay for every one.

Buyers also take their time. They research, compare and increasingly ask AI tools before they contact anyone. And every ad and page has to get through compliance review before it goes live.

We build for fit: tight targeting, tracking that follows a lead past the form, and copy written to pass review.

Paid, organic and AI search. One plan.

One team runs every channel, so budget moves to whatever is producing qualified leads this month.

Google Ads

Tightly themed search campaigns, structured around what a client, policy or funded loan is worth to you.

  • Google Ads
  • Microsoft Ads

Paid social

LinkedIn and Meta where they fit. For GEMI we layered keyword, career and industry targeting across Google Search and LinkedIn.

  • LinkedIn
  • Meta

SEO

Technical audits, on-page work, content and link building for the financial terms your buyers search.

AI search

Content built to be cited in Google AI Overviews and by AI assistants when buyers research financial products.

  • ChatGPT
  • Perplexity
  • Gemini

Landing pages and testing

Ongoing A/B tests on ads, offers and pages. In finance, conversion rate does as much for cost per acquisition as bidding does.

Tracking and reporting

Conversion tracking set up properly, then reports on leads, cost per acquisition and revenue.

Fix the foundations. Then scale.

More budget into a leaky account just buys more waste. We fix tracking, structure and pages first.

  1. 01

    Learn

    Audit the account, the site and the market. Work out who the right client is and what one is worth.

  2. 02

    Plan

    Set the channel mix, targets and budget around qualified leads and revenue.

  3. 03

    Fix the foundations

    Tracking, account structure, technical SEO and landing pages, before spending more.

  4. 04

    Launch

    Campaigns and content go live with clean conversion data from day one.

  5. 05

    Improve every week

    Bids, search terms, ads, pages and content. Small gains that compound.

  6. 06

    Scale

    Put more budget behind what works and expand into new products and markets.

Across the financial services sector.

Each part of the sector has a different buyer and a different sales cycle. These are the ones we have published results in.

Advisers and wealth managers

Enquiries that fit the practice, not a pile of unqualified leads. Sequoia Financial Group lifted conversion rates 42% in three months.

Lenders and brokers

Applications at a cost you can plan around. Peerform cut cost per acquisition 42% year on year while lead volume rose 23%.

Insurers

Direct sales in a market where customers compare constantly. FastCover grew revenue from Google search 173%.

Fund managers and trustees

Organic visibility for specialist services. One Investment Group grew organic sessions 187%.

Investment and trading platforms

GEMI generated 450 new leads in six months. PsyQuation cut cost per acquisition 75%.

Financial media and publishers

Technical SEO for a large content site. Livewire Markets gained 599% more first-page rankings.

Straight from our clients.

A named quote and a verified Clutch review from financial services clients.

★★★★★
“Easy to deal with, reliable and experts in their field. If you are looking for results, One Egg is the right partner for the job.”
Simon Van Es Simon Van EsGroup Head, Sequoia Financial Group
★★★★★
“The best PPC I have worked with.”
CMO, Fast Cover Travel InsuranceVerified review on Clutch ↗

The services finance clients use most.

Pick one channel or run them together. See the finance case studies ↗

PPC management

Search and social run as one plan, measured on leads and revenue.

Google Ads

Structure, bidding and tracking for expensive, competitive keywords.

SEO services

Organic growth for financial products and services.

Link building

Authority for the pages most likely to drive pipeline.

Pages for your kind of practice.

The approach changes with who you serve. These pages go into the detail for advisers and brokers.

Mortgage brokers

More clients for your brokerage, without the marketing headache.

Financial services marketing, answered.

Advisers and wealth groups, lenders, insurers, fund managers and trustees, investment and trading platforms, and financial publishers. Our published finance case studies cover each of these.

Where is your growth stuck?

Whether you run marketing in-house or with another agency, we will give you a clear, honest picture of what is working and what is wasting money.

Request your free strategy call

Tell us where growth is stuck. A senior replies within one business day.

What do you need help with? Pick any that apply

Next: a quick call about your goals, then a tailored plan and quote. No obligation, no spam.

  • A real conversation with a senior strategist, not a salesperson.
  • Specific to your business, your market and your goals.
  • No obligation. No lock-in. 100% confidential.

Prefer to talk? 1300 490 147