Maximize Client Acquisition with PPC Ad Management for Financial Services

In the fast-paced financial sector, immediate visibility and precise targeting are essential for connecting with the right clients at the right time. As a financial services PPC company, we place your financial institution, fintech company, or advisory practice in front of individuals actively searching for your services, driving qualified leads and meaningful engagement.

Arc’s Financial Experience Includes:

  • Asset management
  • Wealth management
  • Retirement planning
  • Mutual funds
  • ETFs
  • Insurance and annuities
  • Financial planning
  • Brokerage services
  • Institutional investing
  • Risk management
  • ESG and responsible investing
  • Trust and estate planning

Expert PPC Agency for Financial Services

Effective ad management and optimization are critical for maximizing ROI. Our tailored PPC services leverage platforms like Google Ads, LinkedIn, and programmatic networks to ensure your campaigns reach your ideal audience efficiently. We design campaigns that comply with industry regulations while delivering measurable results, helping you grow your client base and strengthen your digital presence.

Our Financial Services PPC Strategy

Strategic Campaign Setup

From comprehensive keyword research to compelling ad copy creation, we build campaigns from the ground up, optimized for the financial market.

Targeted Ad Group Segmentation

Creating granular ad groups that align with specific financial products, services, and client needs.

Compliance-First Ad Copy

Crafting clear, compelling, and fully compliant ad copy that resonates with your audience and adheres to regulatory guidelines (e.g., FINRA, SEC).

High-Converting Landing Pages

Seamless, conversion-focused landing pages turn clicks into clients. CRO and A/B testing maximize engagement while reinforcing your firm’s authority and trustworthiness.

Ongoing Bid Management & Optimization

Continuously monitoring campaign performance, adjusting bids, and optimizing placements to maximize efficiency and lower costs per acquisition.

Advanced Audience Targeting

Leveraging custom audiences, remarketing, and in-market segments to reach the most valuable prospects.

Detailed Performance Reporting

Providing always accessible and always transparent reports on key metrics such as clicks, impressions, cost per click (CPC), cost per acquisition (CPA), and conversion rates, ensuring full visibility into your ad spend.

Curious about Arc’s fees?

Proof?
Of Course.

We have clients who’ve been with us for over a decade.
That’s longer than most agencies stay in business.

+213%
for key events
22%
AI referral traffic share

Case Study

To highlight global Fair Trade practices, the pre-eminent certifier engaged Arc Intermedia's AI & organic visibility program. 
Overlay of LLM logos over a photo of an outdoor space at a senior living comunity
+726%
in AI search traffic
+2,597%
in ChatGPT traffic

Case Study

When a national retirement community non-profit recognized they needed visibility in AI answer engines, they enlisted an existing expert in the space.

Why Choose Our Financial Services PPC Agency?

  • Proven Experience: Our team has a demonstrated track record of success running PPC campaigns for banks, wealth managers, fintech firms, and financial advisors. 
  • Industry Expertise: We stay on top of the latest PPC trends, platforms, and best practices specifically for the financial services sector, including high-intent targeting and lead generation strategies. 
  • Regulatory Compliance: We prioritize compliance standards and ensure all campaigns adhere to FINRA, SEC, and other relevant financial regulations to protect your brand and clients. 
  • Customized Strategies: Every campaign is tailored to your firm’s unique goals, audience, and services, from retirement planning and asset management to investment advisory and fintech solutions. 

Our Pharma/Biotech SEO Process

1

Initial Consultation

Start with a free consultation to understand your firm’s goals, target clients, and the competitive financial landscape, including wealth management, retirement planning, investment advisory, and fintech services. 

2

Audit and Analysis

Conduct a detailed audit of your current PPC campaigns and competitors to identify high-value opportunities, compliance considerations, and gaps in targeting high-net-worth and high-intent prospects. 

3

Strategy Development

Develop a tailored PPC strategy focused on reaching qualified clients, maximizing ROI, and leveraging channels like Google Ads, LinkedIn, and programmatic platforms, while adhering to industry regulations. 

4

Implementation

Launch campaigns with optimized ad copy, precise targeting, and AI-assisted bidding strategies to capture leads in asset management, financial planning, and fintech sectors. 

5

Monitoring and Optimization

Continuously track performance, refine targeting and creative, and provide transparent reporting on leads, conversions, and ROI to ensure campaigns deliver measurable results for financial services. 

The Power of PPC Ad Management for Financial Services​

  • Instant Visibility: Appear at the top of search results immediately, capturing high-intent users. 
  • Precise Audience Targeting: Reach specific demographics, income levels, interests, and geographic locations relevant to your financial offerings. 
  • Measurable ROI: Every dollar spent is tracked, allowing for clear insights into campaign performance and optimization. 
  • Flexibility & Agility: Quickly adapt campaigns to market changes, new product launches, or seasonal trends. 
  • Lead Generation Focus: Drive qualified traffic directly to landing pages designed to earn conversions for consultations, account openings, information requests, and more. 

Arc Intermedia is your trusted PPC agency for financial services, dedicated to driving measurable growth for your business. We understand the nuances of the financial industry and leverage our expertise to ensure your advertising budget yields the highest possible returns. 

Frequently Asked Questions

What is Financial Services PPC?

Financial services PPC is a paid advertising strategy that places your bank, wealth management firm, or fintech company in front of high-intent prospects across search engines, social platforms, and programmatic networks. 

How Does PPC Work for Financial Firms?

PPC works by targeting potential clients with precise ads based on their search behavior, demographics, or financial interests. Every click drives qualified leads, from retirement planning and investment advisory to insurance and fintech solutions. 

Why is PPC Important for Financial Services?

With intense competition and complex financial products, PPC helps your firm capture attention quickly, generate high-value leads, and establish credibility in a highly regulated industry. 

How Long Before I See Results from Financial PPC?

Most firms start seeing meaningful leads and ROI within 2–3 months, though timing depends on campaign complexity, competition, and ad spend. 

What Regulations Should I Consider in Financial PPC?

Financial PPC must comply with FINRA, SEC, and other regulatory guidelines. Proper oversight ensures all ad copy, targeting, and landing pages protect both your firm and your clients. 

How Can PPC and SEO Work Together for Financial Services?

Combining financial services SEO and PPC maximizes visibility and lead generation. PPC captures immediate high-intent traffic, while SEO builds long-term authority, helping your firm dominate both paid and organic search results. 

Got questions or gathering research?

There’s no obligation to ask us about:

  • How we’d get results for your company
  • A cost estimate on services
  • A free audit of your current marketing tactics
  • How a multi-tactic approach can improve your results while lowering costs

Call 610.347.5661 or fill out this form to get started.