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It’s all about building trust through transparency and education. Providing compelling (and contextual) content to intermediaries and end consumers that drives engagement and keeps them coming back for more.

The financial services industry may be diverse, but organizations share common needs like sales force enablement, B2B2C digital strategies, and financial literacy programs for existing customers (just to name a few).

Having a comprehensive understanding of trends in the financial services industry (and beyond) is a great starting point. But when it’s time to put insights into action, you need an agency partner that's ready to roll up their collective sleeves, dig in and act as an extension of your internal team.

We get the financial services industry because we've worked in the financial services industry.

Primacy is the full-service agency partner for brands that value digital. We've got a deep understanding of B2B, B2B and B2B2C models. We have extensive experience working within the financial services marketplace, including P&C, business insurance, employee/group benefits, retirement services, wealth management and banking. Best of all, our team members can augment that in-depth knowledge with a cross-industry perspective that helps us bring fresh ideas to the table.

Don't just take our word for it. Take a look at our work and see how we've helped national financial services organizations leverage digital to drive results across every stage of the sales/service cycle.

Ask Heather about:

  • Brand evolution/extension
  • Digital roadmaps
  • Social strategies
  • Content marketing programs
  • Persona & journey map development
  • Funnel optimization (including online quote flow) via multivariate testing
  • Sales force enablement
  • Multi-channel campaign development & execution
  • End-client education via self-guided modules
  • Online service centers

Let’s figure out what makes sense and go do it!

Heather Menard

Heather Menard

Practice Area Lead

Talk to Heather
Heather Menard

Capabilities

Online Sales Tools

Digital tools that empower your sales force, drive leads and increase conversions.

Digital Marketing

Full spectrum of digital marketing capabilities including; SEO, Paid Search, Display Advertising, Social Media, Mobile Marketing, Email.

Funnel Optimization

Improve quote flow and lead generation.

Multivariate Testing

Testing and optimizing different variables within an experience to help you achieve results and drive conversions.

Microsites and Landing Pages

Targeted content experiences that delivers on your brand and customer value proposition.

Mobile Solutions

Responsive design, adaptive design, mobile websites and native applications that create seamless, context-driven, cross channel experiences.

Sales Force Enablement Strategies

Actions and tactics that support sales and drive lead generation.

Social Media Strategy

More than Likes and retweets, let us help you start a conversation and engage with key audiences.

Website Development

Full-scale website redesign and development.

Customer Research & Persona Development

We lay the foundation for user-centric design and consumer decision making.

Video and Motion Graphics

Full service, in-house production. We're seasoned experts in wide array of video services, from traditional marketing/promotional videos, to TV commercials, 3D and graphically animated videos, and more.