How to Use Digital Marketing for Financial Services Summit 2019

The Digital Marketing for Financial Services Summit 2019 was a conference focused on emerging strategies, compliance considerations, and technology solutions specific to marketing financial products and services online. For agencies and web designers, this event served as a crucial touchpoint for understanding how heavily regulated industries approach digital marketing differently than typical B2C or B2B sectors. The summit covered content strategy, paid advertising compliance, lead generation within regulatory frameworks, and how financial brands build trust through digital channels. If you didn't attend, the value wasn't just in the presentations themselves—it was the practical frameworks and case studies that showed how successful financial services firms adapted their marketing approaches.

Why this matters for your agency depends on your current client mix. Financial services represent one of the most lucrative sectors for digital marketing work, but they're also the most compliance-heavy. Banks, fintech companies, insurance agencies, and wealth management firms can't simply run the same Facebook ads or content strategies as a local restaurant. They face regulations from the SEC, FINRA, state insurance boards, and other bodies that scrutinize every claim, every testimonial, and every guarantee made in marketing materials. Agencies that understand these constraints can actually differentiate themselves from competitors who don't. You become a trusted advisor rather than just a vendor executing tactics.

Practically, you should use summit insights to refine how you scope and price financial services projects. If you attended or accessed summit materials, look for specific examples of compliance-first content calendars, approval workflows, and documentation practices that financial firms use. These directly impact your project timelines and deliverables. A content calendar for a fintech startup isn't just planning blog posts—it's planning which legal reviewer sees them at which stage, how disclaimers are handled, and how you measure results without making prohibited claims. Price accordingly and build this into your process templates. You might develop a standardized compliance checklist for financial clients that becomes part of your onboarding, making you more efficient while protecting clients from regulatory risk.

The summit also likely highlighted data privacy and security requirements, particularly around GDPR and financial data handling. Web designers should use this knowledge to audit their current financial services client websites for compliance gaps. Are form submissions encrypted? Is personal data stored securely? How are cookies disclosed? These are differentiators you can offer to prospects. Position your agency as understanding not just marketing effectiveness but the operational and legal infrastructure required to support that marketing safely.

Finally, use the summit's insights to justify retainer relationships rather than project-based work with financial clients. Regulations evolve, platforms update their policies around financial content, and compliance requirements shift quarterly. Agencies that position themselves as ongoing strategic partners who stay current on these changes command higher fees and have stickier client relationships.