Financial Services Marketing Agency
Your Track Record Is Strong.
Your Marketing ROI
Should Be Too.
Shaped by financial-services marketers who know how buyers decide, what claims need evidence and what compliance teams need to approve.
One agency sends a draft. Product corrects the detail. Compliance redlines the claim. Another agency changes the message for media. You still have to explain the pipeline.
ContentClicks plans the audience, claim, evidence, campaign and reporting together from the first brief. Stronger ideas reach market faster, the message stays consistent and more of the right clients, advisers and investors have a reason to act.
- See where buyers lose confidence before the first meeting
- Compare your visibility with the firms making the shortlist
- A $1,495 audit, prepared individually and delivered at no cost
$500m
Client FUM influenced by our campaigns since 2024
53%
Average increase in client enquiries in the first 12 months, measured in the client’s CRM
20+
Australian financial-services clients
Financial Services Industry Experience
The Problem
The Agencies Split The Work.
Your Team Carries The Pipeline
And The Risk.
When strategy, content, media, approvals and reporting are handled separately, each handoff changes the message and slows the campaign.
Your marketing team still carries the pipeline and the risk. Stronger competitors appear first, poor-fit enquiries consume the team’s time and management still cannot see what the spend produced.
01
When Risk Enters Late, Growth Slows.
The Problem
Claims, evidence and approval requirements arrive after the campaign has been written. The strongest ideas are diluted, delayed or rebuilt.
Our Response
We build the claim and evidence together and agree the audience and approval path in the brief. Your compliance team receives the claim, evidence and context together, not a finished campaign it has to reconstruct.
02
Your Team Should Not Have To Teach The Agency The Product.
The Problem
The first review becomes a finance lesson. Your team corrects the product, buyer and claims before it can assess whether the campaign will work.
Our Response
Our team has worked across financial-services marketing, ASIC regulatory affairs, risk advisory, law, accounting and banking. We consider the buyer, claim, evidence and approval questions before the first draft lands.
03
Plenty Of Reach. Still No Clear Line To Revenue.
The Problem
Impressions, reach and engagement fill the report while leadership still cannot see what became an enquiry, qualified opportunity, client, mandate or revenue result.
Our Response
We define what counts as an enquiry, opportunity, mandate and revenue result before launch, then build those stages into the reporting. Anything that cannot be traced reliably is stated upfront.
Boutique Fund Manager · Sydney
287% More Adviser
Enquiries In Nine Months.
The firm had the track record. Advisers just were not seeing it.
The initial audit found weak adviser visibility, claims that needed stronger evidence and no consistent way to put the firm’s thinking in front of the right networks. We fixed the claims and approval process first, then ran a monthly thought-leadership and adviser-targeting campaign.
Research notes, market commentary and white papers published every month around the questions advisers and asset consultants actually ask. Advisers arrived at first meetings already familiar with the strategy. Inbound enquiries from financial advisers increased 287% over nine months.
We reviewed every live marketing asset against the firm’s AFSL obligations and current ASIC advertising guidance. We rewrote claims that needed stronger evidence or clearer wording and created a documented approval record for future content. Nothing goes live without the client’s agreed review and approval.
LinkedIn and programmatic targeting mapped to AFSLs, licensee groups and adviser networks across the east coast. Content was published and distributed every month, using under one hour of the investment team’s time each week. Reporting focused on adviser enquiries and FUM associated with campaign-generated or campaign-assisted opportunities, rather than impressions alone.
What We Do
Five Services. One Goal:
More Qualified Pipeline
From Your Marketing Spend.
01
Start Here
Marketing Performance Audit
See where buyers lose confidence, which competitors appear instead and which claims slow approval. Then act on the ranked priority before the next marketing dollar is spent.
02
Demand Generation And Targeting
Put your firm in front of the advisers, investors, clients and referral partners most likely to create the next client, mandate or inflow. We map the audience, build the campaign and manage the distribution.
03
Content And Thought Leadership
Make your expertise familiar before the meeting, so the first conversation starts with recognition rather than explanation. We turn senior thinking into research, market commentary, search content and white papers.
04
Paid Media And Distribution
Turn paid attention into enquiries, opportunities and revenue you can trace. We run targeted campaigns across LinkedIn, search and programmatic media, then report them against agreed CRM stages.
05
Financial Services Brand, Claims And Creative
Give the market a sharper reason to choose your firm, with the claim and evidence built in before review starts. We develop positioning, website copy, landing pages and campaign creative.
Next Steps
Find What Is Limiting
Your Marketing ROI.
Before you increase spend, see where qualified enquiries are being lost, which competitors are appearing first and which pages or claims are giving people fewer reasons to contact your firm.
The Financial Services Marketing Performance Audit reviews search and AI visibility, competitor presence, enquiry paths and live marketing claims. You receive written findings, supporting examples and a ranked action plan showing what to fix first to generate more qualified pipeline and improve marketing ROI. The audit is valued at $1,495 and delivered at no cost.
What You Will Know Before You Commit More Marketing Budget
- Where potential clients, advisers or investors stop before making an enquiry or booking a meeting
- Which competitors appear most often and explain their value more clearly
- How your firm appears across Google Search, ChatGPT, Perplexity and Google AI for the questions your market asks
- Which claims on your website, ads, emails and social content need stronger evidence, clearer wording or approval
Markets served: Sydney · Melbourne · Singapore · New York
Start Your Marketing Performance Audit
Marketing Performance Audit
Scope, Timing
And Next Steps.
Each Marketing Performance Audit is prepared individually for an Australian financial-services firm. We review how the firm appears across Google Search, ChatGPT, Perplexity and Google AI; which competitors appear for the same questions; the path from key pages to enquiry; and claims on the website, ads, emails and social content that may need stronger evidence, clearer wording or approval. You receive written findings, supporting examples and ranked priorities.
Start with your website and sector. We then confirm the target audiences, the questions they ask and the competitors you want reviewed. When a deeper pipeline review is required, we may request analytics, media data, enquiry sources and CRM stage definitions. The 48-hour delivery period begins once we have the agreed information.
Our team has worked across financial-services marketing, ASIC regulatory affairs, risk advisory, law, accounting and banking. That means the buyer, claim, evidence and approval questions are considered before the first draft reaches your compliance team.
Claims, evidence and audience context are considered before the copy and creative are finalised. We review the work with current ASIC advertising guidance, including RG 234, in mind and route it through your compliance team before publication. ContentClicks provides marketing and line-one review, not legal advice. Your compliance team and advisers remain the final authority.
Use the findings internally or engage ContentClicks to implement the next stage across strategy, website and thought-leadership content, SEO, paid media, email, social distribution and reporting. We can work with current agencies or lead the selected services directly.
Most ongoing engagements begin with a defined strategy phase, then run month to month with no lock-in contract. You retain ownership of the accounts, content, data and reporting we create for you. We report against agreed CRM stages, enquiries, opportunities, clients, mandates and revenue. Reach and engagement remain leading indicators, not the final result. Attribution gaps are stated upfront.
