Running B2B financial services campaigns requires a strategy that’s as dynamic and multifaceted as the industry itself. Here’s how Kepler leverages deep industry expertise, cutting-edge technology, and data-driven insights to drive tangible results. 

Precision Targeting for Industry Quirks

In the financial services sector, understanding economic sensitivities is just as important as reaching the right decision-makers. Market volatility and economic downturns can impact consumer confidence and spending with financial products, so trust and credibility are particular industry challenges.

In an industry with many different financial services and products with different cost and lifetime values, being able to speak to businesses as prospects — as well as cross-selling existing users — is critical. Combined with privacy regulations and sensitivities about promoting credit cards, crypto, and buy now pay later services, building targeting profiles isn’t quite so clear-cut.

Whether you’re targeting C-level executives at large financial institutions or small business owners looking for bespoke financial solutions, our strategies are designed to pinpoint and engage your ideal audience. We use firmographics, buying stages, and behavior patterns to segment and personalize our marketing efforts. This means your message hits the right person, at the right time, with the right content.

Real-Time Results with Kip

B2B marketers face specific measurement challenges like longer sales cycles, attributing paid media efforts back to sales with long conversion windows, and low conversion volume overall. 

Kepler’s proprietary Kepler Intelligence Platform (Kip)™ integrates data from multiple sources, offering a unified view of prospects, customers, campaigns, and sales. For financial services, this translates into rapid-cycle optimization and advanced analytics, ensuring that every marketing dollar is spent efficiently. Kip helps marketers identify and nurture leads, streamline acquisition, and boost conversion rates, while closed-loop attribution not only measures but nurtures the lead, understands the timeline to sale, and then attributes the revenue to assist with future optimization. 

Our data-driven methodologies and technology-backed execution have a proven track record of driving significant business impact. We deliver KPI improvements of 40-400% within weeks and reduce time and effort to market by over 90%. This means you see real ROI from the start, with campaigns optimized for immediate and long-term benefits. 

Reaching Your Audience Wherever They Are

Financial services marketing demands a multi-faceted approach. Kepler’s expertise spans both digital and traditional channels, ensuring that your message reaches your audience wherever they are. From programmatic advertising, content syndication, email, ABM, and paid social to more traditional avenues like direct mail, OOH, print, and TV, we craft precise, contextually aligned content that resonates.

Using Industry-Leading Tools and Data

Working with large volumes of data is in our DNA. We partner with top B2B data providers like Bombora and Zoominfo, and activation platforms such as Google, LinkedIn, Madison Logic, and Demandbase. These partnerships enable us to provide deep insights and robust targeting capabilities, ensuring your marketing efforts are both effective and efficient.

No two financial services businesses are alike. That’s why we tailor our strategies to meet your specific needs and objectives. Whether you’re focusing on local markets or aiming for global reach, our ability to adapt to market conditions and integrate seamlessly with your existing processes sets us apart.

By combining advanced technology, deep industry insights, and a commitment to excellence, we help financial services firms navigate their unique challenges and achieve their marketing goals. Ready to transform your marketing strategy? Let’s talk.