Programmatic Advertising
Smarter Automated Ads

Programmatic advertising is the automated buying and placement of digital ads using software and data, rather than manually negotiating with websites or publishers. AI is creating some exciting new technology in this space that we can’t wait to tell you about. Especially for the financial planning and banking industry.

Examples for a Financial Planning Company

1
Run ads on finance-related websites targeting users aged 50-65, promoting content like retirement checklists and webinars, or offering no-cost consultations.
2
Target entrepreneurs searching for business succession, financial planners, advisors, or tax strategies, as well as high-earning professionals like physicians, dentists, attorneys, and engineers, by showcasing ads for personalized financial planning, retirement readiness services, tax planning, and insurance guidance.
3
Retarget visitors to your trusts or wills blog by displaying banner ads across multiple websites, reminding them to schedule a consultation, and using ads that educate, build awareness, and include an expiring offer to drive urgency and conversion.
4
Use programmatic display and video ads to drive prospects to download a guide or register for a seminar, leveraging tools like Advisor Momentum to automatically optimize ad placements for the most efficient spend and best performance.

Programmatic Advertising
for Financial Planners

Programmatic advertising helps financial planners and bankers reach highly specific audiences at scale, delivering effective messages in real-time without manual ad placement. We build and manage advertising verticals, continuously proving their effectiveness or retooling as needed. We understand your expectation of ROAS (return on ad spend) and aim to demonstrate that great marketing is money well spent, boosting your client LTV.

Ready to Maximize Your Advertising ROI?

Let us help you reach your ideal audience and boost your client lifetime value with programmatic advertising.
Contact us today to get started!
Get Started with Smarter Ads