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Client Name
Title | Company
BEFORE WE TALK STRATEGY, LET’S GET REAL ABOUT THE STRUGGLE.
Here’s What You’re Up Against…
And Why It’s Not Your Fault
We all know this hard fact: In finance, trust isn’t optional. But earning it? That’s getting harder by the day.
You’re dealing with customers who’ve been burned before. They’re sceptical, overloaded with options, and always looking for red flags. And without a clear way to show you’re the real deal, they bounce.
When trust slips, so does retention. And in a space where relationships drive revenue, that’s a problem you can’t afford to ignore.
Marketing in finance isn’t just hard. It’s legally risky.
One wrong word, one misstep, one “harmless” claim, and there’s the risk of getting buried in red tape, legal threats, or worse, banned from running ads altogether.
On top of that, federal laws, state rules, local regs, and ad platform policies can be vague, inconsistent, and constantly shifting.
No wonder so many financial brands play it safe with watered-down messaging that blends into the background.
In finance, everyone is competing for the same attention, using the same platforms, bidding on the same keywords, chasing the same leads.
Whether you’re in insurance, lending, investment, or advisory, you’re in a hypercompetitive arena where technology has levelled the playing field… and not in a good way. And the cost of financial marketing? Brutal. We’re talking some of the highest CPCs on the internet.
In a market this saturated, visibility doesn’t cut it. You need to be the first call and the only choice.
In finance, every lead should count. But too often, you’re stuck fielding inquiries from people who aren’t ready, aren’t qualified, and were never serious to begin with.
They don’t match your ideal client profile. They’re not in buying mode. And they clog up your pipeline while your team chases ghosts.
With CPCs climbing, every wasted lead hits harder. It’s not just inefficient; it’s unsustainable.
On the surface, lead brokers seem like a quick fix. But dig a little deeper, and cracks start to show.
Since many brokers distribute the same leads to multiple lenders, there’s a good chance you’re not the only one calling. By the time you follow up, that prospect may have already heard from three others, or lost interest entirely.
And the quality? It can vary wildly. Some leads may not fit your criteria at all, which means your team spends more time filtering and less time closing. When you’re relying on shared pipelines, consistency and control often take a backseat.
Without clear brand fluency across every touchpoint, your message gets diluted and your prospects lose confidence before they even convert. And in a space this competitive, mixed signals cost money.
If one channel sounds polished and credible, but another feels off-brand or disconnected, it creates doubt. And doubt kills conversions.
So when your brand voice changes from your ad to your website to your sales call, it’s not just confusing. It’s damaging.
TIRED OF HAVING TO CHOOSE BETWEEN COMPLIANCE AND RESULTS?
At 3PM, We Know The Rules, And How To Win Inside Them
Only takes 30-minutes!
We know the landscape. We know the limits. Here's how we get results anyway:
Drive Brand Preference
Stand out in a sea of sameness. In financial services, trust and authority drive decisions. We help your brand rise above the noise with positioning that makes you the obvious, credible choice.
Establish Market Authority
At 3PM, authority isn’t a byproduct, it’s the framework of our strategy. It drives trust, leads, and long-term positioning. We build it through sharp educational content, insight-driven messaging, and consistent proof that you understand your space better than anyone else.
Create Total Alignment
3PM makes your brand frictionless to engage with and effortless to trust. From messaging to user experience, we align your firm’s worldview with your client’s needs.
Set Clear Goals. Deliver Real Results
In finance, outcomes matter. We don’t just talk strategy, we tie every move to defined objectives, hard timelines, and ROI.
Showcase Your Capabilities
Identifying, sharpening, and showcasing a firm’s true capabilities is our core strategic pillar. Too often, financial service providers market what they do, not the outcomes they enable. 3PM ensures that brand promise aligns with operational reality, so the message lands, trust builds fast, and expectations are met with precision.
Simplify to Amplify
Complexity kills conversions. Financial services are already hard to navigate. Your marketing doesn’t have to be. At 3PM, simplicity isn’t playing it safe; it’s a power move. We strip out the jargon, kill the clutter, and offer solutions framed around real needs. Less confusion. Lower cost. Bigger results.
CASE STUDY
The Financial Advice Association Australia (FAAA)
"3PM took the time to understand our story, brand and vision, translating that into a modern, user-friendly site that not only looks fantastic but also performs seamlessly."
William Burton
FAAA Digital Marketing Manager
Ready to Master Finance Marketing and Win Big?
Compliant Ad Campaigns
We design and manage paid campaigns that meet financial regulations and ad platform policies, without sacrificing clarity or impact.
Every ad is strategically written to drive clicks, conversions, and measurable ROI.
Conversion-Focused Website Copy & Email Sequences
Our approach blends persuasive messaging with deep industry authority.
We reduce friction at every touchpoint and guide users toward meaningful action, whether that’s booking a call, applying for a loan, or requesting a quote.
Lead Generation Systems
Stop relying on third-party lead brokers.
We build inbound lead generation systems designed to attract high-quality, exclusive prospects directly to you.
Trust-Building Brand Assets
We create high-converting landing pages, persuasive client stories, and strategic microcopy tailored for the finance industry.
The result? A smoother customer journey with less resistance and more conversions at every step.
Search & Display Ads (Google Certified)
We manage Google Search, Display, and Discovery campaigns built specifically for the finance industry.
From keyword targeting to creative execution, every campaign is optimised for maximum visibility and return on ad spend.
Performance Tracking & Reporting
You’ll get clear, transparent reporting with key metrics tied to real business outcomes.
We highlight what’s working, flag what’s not, and uncover exactly where to scale for maximum ROI.
CASE STUDY
Ausloans
“Within the first month, we saw a massive drop in lead costs and a huge jump in quality. The team nailed the strategy and completely transformed our results. Thanks 3PM this is the best campaign we’ve ever run.”
Martin Guirguis
Managing Director, Ausloans
these clients shifted their marketing into overdrive
ITS TIME TO WORK WITH A MARKETING TEAM THAT JUST GETS IT
Stop Scrolling. Start Scaling.
Today's buyers spend more time online than ever. Every 3PM campaign is built to speed up your sales process so you enjoy more revenue and profit without the time or cost that comes with other agencies.
Fast Kick-Off
You’re ready to see results (we like that about you). Speed is one of our strongest muscles and we flex it often.
Custom Strategies
One size definitely doesn’t fit all. We take the time to get to know you, your customers and the best way to sell to them.
Exponential Growth
Marketing is science, not guesswork. By prioritising data-driven decisions you enjoy campaigns delivering measurable results.
LET'S CUT THROUGH THE FINANCE MARKETING WAFFLE
Frequently Asked Questions
Because compliance doesn't have to mean confusion
Simple. We begin with a compliance audit of your current marketing, then map out a strategy that works within your regulatory framework. No guesswork, no grey areas. We know the rules inside and out, so you can focus on growing your business whilst we handle the legal nuances.
Three words: 3PM gets finance. Most agencies treat financial services like any other industry. We don’t. We understand compliance, we know your pain points, and we’ve built systems specifically for financial brands. Plus, we don’t do vanilla messaging or shared leads. Everything we create is exclusive to you.
Every piece of content goes through our compliance checklist before it goes live. We stay current with ASIC guidelines, state regulations, and platform policies. Plus, we document everything. If a regulator ever asks questions, you’ll have a paper trail showing due diligence at every step.
