IMPACT BY INDUSTRY

Financial Services


Financial Services image

Marketing that builds trust, drives value and grows relationships.

In financial services, trust is everything—and clarity is currency. Your audience expects personalized engagement, digital convenience and proof that your brand understands their evolving needs. Whether managing retirement plans, marketing investment products or growing advisor loyalty, your communications must work smarter and harder.

At Lydon, we’ve spent decades helping some of the world’s largest financial brands rise to the challenge—through actionable strategy, compelling creative and integrated marketing platforms engineered for results. We combine deep industry expertise, regulatory fluency and audience-centric understanding to drive success in acquisition, engagement and retention.

Why financial services companies partner with Lydon

Experience you can count on

Over 30 years supporting financial institutions, asset managers, insurance providers, retirement services and fintech companies.

Results that compound

Our work in this vertical has helped clients improve engagement by up to 4x and achieve 2x higher lead conversion rates.

Deep platform expertise

From Salesforce Marketing Cloud to Litmus, ON24 to Semrush, we integrate platforms to deliver measurable results.

Regulatory and compliance savvy

Fluent in FINRA, SEC, ADA, and brand governance, we ensure your marketing is compliant and effective.

Specialized knowledge

We know the nuances of selling through broker-dealers, wholesalers, advisors, and third-party platforms.

    Client experience includes:

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    ETrade logo
    Harley-Davidson Financial Services logo
    Jackson logo
    Morgan Stanley logo
    Schlindwein Associates logo
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    Zurich logo

    CASE STUDIES | FINANCIAL SERVICES


    Harley-Davidson logo

    Built to convert: Driving in-store insurance sales for over two decades

    For 25 years, Harley-Davidson Financial Services has trusted Lydon to help position Harley-Davidson® Insurance as the obvious choice for riders.
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    Transforming participant engagement at enterprise scale

    A world-class financial institution sought greater impact among participants and tapped Lydon to help drive results.
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    Harley-Davidson logo

    Accelerating go-to-market success of a late-entry certified pre-owned program

    The financial arm of one of the world’s most iconic brands was entering the certified pre-owned (CPO) market later than its competitors and turned to Lydon to help make the introduction to its devoted customer base.

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    Turning proprietary insights into industry-shaping conversations

    To strengthen its position as a forward-thinking voice in the retirement and benefits space, Bank of America tapped Lydon to help bring a series of high-profile research reports to life.

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      “I have had the pleasure of partnering with Lydon for over 20 years, and throughout this time, they have consistently delivered exceptional services that go well beyond design. They have been a true partner in every sense of the word. Their creativity, professionalism and attention to detail are unmatched. Our partnership has been a key factor in both the success of our events and in my own personal career achievements.”

      – Vice President, Global Event Management
      Financial Services Company

      89%

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      of financial service marketers say personalization improves brand trust

      (Salesforce)

      62%

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      of investors say educational content influences their decision-making

      (Edelman Trust Barometer)

      74%

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      of financial customers prefer providers with seamless digital experiences

      (PwC)

      Cross-platform connections

      Some of the Lydon marketing platforms our financial services clients love to leverage when crafting their marketing plans include:

      New Business Acquisition

      New Business Acquisition

      For institutional sales teams targeting asset managers, plan sponsors, or enterprise buyers

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      Agent Support image

      Agent + Partner Support

      For advisor and broker-dealer channels requiring compliant, on-brand tools and messaging

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      Team Alignment + Training image

      Team Alignment + Training

      For arming leadership and internal teams with consistent messaging and strategic fluency

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      Thought Leadership image

      Thought Leadership

      For building brand authority through content, research, and executive visibility

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      Looking to build more trust, engagement and growth with your financial audiences? Let’s talk.

      REQUEST A CONSULTATION