Utilizing Social Media in Financial Marketing: The Dos and Don’ts

Utilizing Social Media in Financial Marketing: The Dos and Don’ts


ava headshot threshold marketing blogAva Page


Hey there, fellow marketers and friends! Today’s the day: let’s dive into the intriguing world where finance meets the social buzz –

a place where numbers blend with conversations, and strategies mingle with engagement.


We’re excited to share some golden insights on leveraging social media for financial marketing, and we’ll do it in a way that’s

as cozy and familiar as chatting over a cup of coffee in your favorite local cafe.


the dos.

Authenticity: Your North Star: Forget the stiff suits for a moment; let’s real talk. Share relatable stories, connect with emotions,

and let your brand’s personality shine. It’s all about being true to who you are.


educate & connect.

Picture this as a friendly chat rather than a lecture. Educate your audience with valuable content, but keep it conversational.

Engage in discussions and show that you’re genuinely interested in their thoughts.



Just like being fashionably late isn’t cool, missing the engagement window on social media isn’t either. Discover the

best times to share your content and engage with your audience.



Think of compliance as the seatbelt on this social media ride. It might not be the most exciting part, but it keeps

everyone safe and sound. Stick to industry rules and safeguard your audience’s trust.


the don’ts.


hard sells.

Imagine being at a party and someone continuously pitching products – it gets old really fast. Instead, focus on building

relationships and trust, minus the constant sales pitch.


forgetting your brand.

Like staying on topic with a friend, make sure your content aligns with your brand values. Avoid random tangents that

might confuse your audience.



Remember those friends who vanish and then pop up randomly? Let’s not be that friend. Stay consistent in posting and

engagement to keep the conversation alive.


lack of security,

Just like guarding your secrets among friends, protect sensitive financial information. Ensure top-notch data security

to maintain trust and integrity.


to sum it up.

In this vibrant landscape of financial marketing, social media isn’t just a platform; it’s a place where your brand’s story

unfolds. By weaving creativity into your strategy and adhering to these friendly guidelines, you’ll set sail toward success.


Here at Threshold Agency, we thrive on crafting strategies that resonate, campaigns that captivate, and

experiences that linger. Are you ready to embark on this journey and elevate your financial marketing game?


Remember, staying true to your brand while connecting with your audience is key. Let’s set sail together and make

waves in the social media universe. Stay tuned for more friendly tips and insights from Threshold. 


Until then, let’s navigate these social seas together and unlock the potential of your financial brand!


before you go.

For more tips and information about marketing your everything, take a look at the rest of our blogs, right here on our website! 

You can also subscribe to our email newsletter (it’s got some great stuff), and follow us on Instagram, Facebook, or LinkedIn!


about the author.

Ava is the SEO & Paid Media Specialist at Threshold.

In her role, she is responsible for the content creation and management of all Threshold and PromoShak social channels

and strategies, blog content, SEO maintenance,

and aids in digital marketing activation. She’s kind of a jack-of-all-trades.

When she’s not busy creating content, you can usually find her picking out new plants, island-hopping,

watching Duke basketball, or spending time with her fur babies.

Navigating 2024 Banking Trends: Leveraging Advertisers to Propel Banking Products

Navigating 2024 Banking Trends: Leveraging Advertisers to Propel Banking Products

jenny headshot bwJenny Paul


The landscape of the banking industry is in a constant state of evolution, especially in the digital sphere. As we delve into 2024, the key to staying ahead lies in understanding

emerging trends and harnessing the expertise of advertisers to effectively market banking products.

Let’s explore some pivotal trends shaping the banking sector and how advertisers can play a key role in communicating these financial offerings.


2024 banking trends: a snapshot.


data-centric strategies.

The effective utilization of data remains paramount for banks and credit unions. Targeted marketing based on customer insights and behaviors is key to driving

engagement and conversions. Advertisers equipped with analytical tools can assist in crafting data-driven campaigns that resonate with specific customer segments.


personalized customer experiences.

Customers expect tailored experiences. Banks are increasingly focusing on personalization to deliver relevant services and offerings. Advertisers can aid in creating

personalized content across various channels, optimizing customer journeys, and enhancing user experiences on digital platforms.


emphasis on digital channels.

The digital shift in banking continues to accelerate. Online banking, mobile apps, and digital payment solutions are becoming the norm. Advertisers well-versed

in digital marketing strategies can help banks capitalize on these platforms, ensuring visibility and engagement through targeted digital campaigns.

rise of fintech collaboration.

Collaboration between traditional financial institutions and FinTech firms is on the rise. Advertisers can assist in showcasing these partnerships, highlighting

innovative solutions and services that emerge from such collaborations, fostering trust and credibility among customers.


the role of advertisers in banking product 




strategic campaign development.

Advertisers bring expertise in developing strategic marketing campaigns tailored to the banking sector. They can identify the unique selling propositions of

financial products and craft compelling narratives that resonate with the target audience.

utilizing multi-channel marketing.

Effective advertisers understand the importance of a multi-channel approach. They can leverage various platforms – social media, email marketing, search engine

advertising, etc. – to ensure comprehensive coverage and engagement across diverse customer segments.


optimizing user experience.

Advertisers play a crucial role in optimizing the user experience. They can collaborate with banks to design intuitive interfaces, mobile apps, and websites that simplify

banking processes, creating seamless and user-friendly experiences.


adapting to changing trends.

Advertisers constantly monitor industry trends and consumer behavior shifts. Their agility in adapting campaigns to align with evolving trends ensures that banking

products stay relevant and competitive in the market.


looking forward: the collaborative future.

The banking landscape in 2024 presents immense opportunities for growth and innovation. However, to navigate this complex terrain successfully, collaboration

between financial institutions and advertisers is indispensable. By leveraging the expertise of advertisers, banks can effectively communicate the value of their

products and services, driving customer engagement and loyalty.

to sum things up.

As we embrace the dynamic trends in banking, the role of advertisers becomes pivotal in shaping the success of banking product promotion. Their ability to strategize,

innovate, and adapt will be instrumental in propelling the banking industry forward in 2024 and beyond.


about the author.

Jenny is a senior CSM who handles all things financial marketing – literally. When it comes to financial institutions and their marketing campaigns, there isn’t a question she

can’t answer, or a problem she can’t fix. She keeps the ship floating, and makes it look effortless.

When she’s not acting as a guru for our CSM team, you can find her spending time with her kiddos, probably doing something adventurous and amazing.

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