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Online marketing for banks and loan brokers

More closed deals for your loans and accounts

Get found when people search for a personal loan, a mortgage, a checking account or a savings account.

We bring prospects into your application process and to advisory appointments, with advertising that follows the rules for financial advertising.

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Bank mortgage advisor in a navy blazer holding a leather folder, photographed from below

Initial consultation for banks & loans

In the initial consultation, we show you how to win more applications and advisory appointments online.

Next, you choose a time for your appointment.

Certification

Certified Google Partner

As a certified Google Partner, we give our clients proven Google Ads expertise, direct access to Google support and data-driven strategies built for maximum performance.

Applications and advisory appointments

Show your offers when people look for financing or an account.

People looking for a loan or an account compare online, often on comparison sites. We put your offers directly into Google Search and bring prospects to your own site, without a detour through a portal.

With mortgages, many people want advice first. We lead them to an advisory appointment, online or at your branch, and measure which appointments turn into closed deals.

Free initial consultation
Mortgage advisor at her consultation desk in a bank branch, looking into the cameraGoogle AdsGoogleChatGPTYouTube
Our approach

How we win applications and advisory appointments for your bank.

  1. 01

    Advertise each product separately

    For personal loans, mortgages, checking and savings accounts, we build separate campaigns with separate budgets. That way, you see how many applications each product brings.

  2. 02

    Application processes people complete

    We test your application process on a smartphone step by step and show where prospects drop off. Together with your team, we remove the obstacles.

  3. 03

    Lead to advisory appointments

    For mortgages and larger loans, we lead prospects to appointment booking, online or at your branch. Booked appointments count as results.

  4. 04

    Get found with guides

    Together with your advisors, we create content on questions about financing and accounts. That way, you appear on Google and in answers from ChatGPT and other AI assistants.

  5. 05

    Plan for requirements and approvals

    Loan advertising has mandatory disclosures, and Google requires verification for financial ads. We plan for this from the start, and you approve every ad.

Process

How we bring your bank applications and advisory appointments.

  1. 01 / Analysis

    We clarify products, target groups and regions and review your website, application process and past advertising.

  2. 02 / Prioritization

    We decide which products to advertise first and whether the goal is an application or an advisory appointment.

  3. 03 / Implementation

    We create pages and ads, align them with you and set up tracking and appointment booking.

  4. 04 / Management

    We analyze applications, appointments and closed deals and shift the budget to the products that pay off for you.

Marketing in the age of AI

When everyone uses AI, real substance becomes a competitive advantage.

When every bank writes its guides with AI, tips on loans and mortgages read the same everywhere. Prospects then choose the offer that shows up first, often on a comparison site.

Successful marketing for banks takes more than AI. We do the work that makes the difference.

Request a consultation
Philip Thomisch and Alex Sperber reviewing results on a laptopPhilip Thomisch, CEOAlex Sperber, Partner
From our blog

Practical know-how you can put to work.

Initial consultation

Together with you, we choose the products we advertise.

We discuss loans, mortgages and accounts with you, along with your application process and your approval workflows.

Julia Bühler

Julia Bühler · Solution Manager

Your inquiry comes directly to me. Then pick a time that suits you.

Initial consultation for banks & loans

In the initial consultation, we show you how to win more applications and advisory appointments online.

Next, you choose a time for your appointment.

FAQ

FAQ on online marketing for banks

What happens if too few applications turn into closed deals?

Then we course-correct. We work out the cause with you and shift budget to the campaigns that perform better.

What applies to loan advertising on Google?

Loan advertising has mandatory disclosures, and Google requires verification for financial ads. We plan for these requirements from the start, and you approve every ad. The legal assessment remains with you.

Is your own advertising worthwhile alongside comparison sites?

Yes, if you want to reach prospects directly. People who come through your own site get to know your bank instead of a list of offers. We measure what a closed deal costs through your own advertising so you can compare both routes.

How do we get started?

After the initial consultation, we review your accounts, website and measurement setup. From there, we identify the levers that will have the fastest impact and implement them together with you.

Who is our dedicated contact?

You get a dedicated contact who knows your accounts and coordinates our specialists' work for you.

Is there a minimum contract term?

No. There is no minimum term, and you can cancel your contract monthly.

What do you need from us?

Access to your ad accounts and web analytics, your goals and a point of contact on your team. We'll agree with you on how much time to set aside for this.

When will we see the first results?

With Google Ads, the first conversions usually come in within a few days. Campaigns reach full performance once the bidding strategy has gathered enough data, typically after 6 to 8 weeks. With SEO, the first improvements appear after 2 to 3 months, with gains in revenue and inquiries after about 6 months. The exact pace always depends on your situation.

Who owns the accounts and data?

You do. Ad accounts, tracking and all data remain your property, even after our engagement ends.

How do you use AI?

For us, AI is a day-to-day efficiency driver. At the same time, it has unleashed an unprecedented flood of uniform content. What sets brands apart today isn't standardized prompts but the extra mile: deep industry expertise, high-quality human-written content and smart use of their own first-party data.