Our Digital Marketing Solutions for Financial Service Firms

Marketing Solutions

Personalized marketing support that places your firm ahead of the competition.

contact us and to get a free consultation.

Increase your AUM

The best website in the world is useless if no one ever visits it. That is where Juniper comes in. Our goal is help you increase your firms Assets Under Management by bringing your firm more consultations and phone calls.

For this to happen, you have to know who you are talking to. We’ll take what you already know, and bring some new insights, then combine them into several buyer personas. Buyer personas are fictitious people who represent an ideal client for your firm. We’ll explore what makes them unique, and then craft a tailored digital marketing strategy around them. We’ll identify the largest and most scalable personas in each target market segment.

Our team will discuss our way of estimating your potential ROI while working with us during the very initial stage of our partnership so that you know exactly what results to expect. We do it through competitor analysis and selection of the most effective online marketing channels for your company — including Search Engine Optimization (SEO), Digital Consulting, Email Marketing, Content Marketing, Pay Per Click Ads, and Social Media Marketing campaigns.

How We Deliver Results


Trackable Analytics for Optimum Results

Thanks to our outstanding analytical tools, the performance of your marketing campaigns will be easy to track and manage. You’ll always know what’s working and why – which means you’ll continuously uncover new ways to attract clients.


We create your custom marketing strategy, including

Building your top-performing website. Developing ultra-effective advertising campaigns.
Utilizing SEO to get your business on top of the search.


Based on the collected data, we determine

How to get you from point A to point B at minimum cost and maximum speed.
How to beat your competition.
How to connect you with more of your ideal clients.


We continuously fine-tune your marketing strategy to

Maximize relevant traffic;
Maximize conversions;
Maximize interested prospects;
Minimize client-acquisition cost

Learn More About Our Digital Marketing Solutions

Search Engine ​​​​​​​Optimization (SEO).

Because Google views financial planning as a local service, it uses local search engine optimization “clues” to return the most relevant local financial advisors. These clues include: (1)Whether your business address, hours, and phone number are listed. (2) How recently your website has been updated. (3) Whether your business is featured on Google and Apple maps. By making sure your website is optimized for local search, you can get more traffic to your website when people search for a financial advisor in your area.

Digital Consulting.

No matter where you are on your journey, Juniper's digital consulting can help you assess your strategy, plan your course and implement solutions for real results. Our always-on, constantly connected society has made the possibilities for digital innovation endless. It’s an exciting time. With increasing customer expectations for personalized and omni-channel experiences, investing in digital capabilities to improve communications and sharpen the end-to-end process is now a requirement.

Email Marketing.

At its most basic level, email marketing is the use of email to promote your business. It is used to cultivate relationships with potential customers, keep current customers informed and updated on your brand, offer coupons to encourage customer loyalty, and more! Email marketing can be used to build trust with customers over time to turn them into repeat customers. It is also an effective way to keep your customers informed about new sales or promotions you are running. People want to stay informed about your brand, and email marketing is one of the best ways to stay engaged with that audience.

Content Marketing.

It means that content marketing is a long-term strategy that focuses on building a strong relationship with your target audience by giving them high-quality content that is very relevant to them on a consistent basis. Eventually, when customers make a purchase decision, their loyalty already lies with you. They will purchase your product and prefer it over competitors’ options. In contrast to one-off advertising, content marketing shows that you actually care about your customers.

Social Media Marketing.

Users are active on social media platforms because these channels offer a fun and easy way to network, keep in touch with friends and family, and stay connected with what’s going on in the world. Typically, users are not on these channels with the expectation that they are going to be marketed to. But this does not mean that social media users aren’t following and interacting with their favorite brands. Social media helps you improve visibility, and thus increase recognition for your brand. Your business social media profiles present new opportunities to share your content and really present your brand’s voice and personality. By posting compelling content that adds value for your target audience, you are making your brand both more accessible and familiar for new leads and current customers.

PPC Advertising.

PPC stands for pay-per-click, a model of internet marketing in which advertisers pay a fee each time one of their ads is clicked. Essentially, it’s a way of buying visits to your site, rather than attempting to “earn” those visits organically. Search engine advertising is one of the most popular forms of PPC. It allows advertisers to bid for ad placement in a search engine's sponsored links when someone searches on a keyword that is related to their business offering. For example, if we bid on the keyword “financial advisor near me” our ad might show up in the very top spot on the Google results page.

Digital Marketing Insights for Financial Service Firms

Get Your Free No Obligation Consultation Today

The First Step towards Growth


  • A review of your current marketing 
  • Discuss a sketch of our marketing approach for you 
  • Get a feel if Juniper is right for you

Take the first step towards marketing growth today.