It’s a digital world!
Your digital presence is how your branch appears online.
With the rise of technology and daily searches for solutions and services, we’re all more connected than ever. This has opened exciting doors for wealth managers to reach and engage with their target audience. Read more about why this is important and see our checklist of the five digital touchpoints you should be considering for your branch.
Reasons to optimise your digital presence:
• Reach a larger audience
• Build trust and credibility
• Stand out amongst competitors
• Cost-effective
• Increased customer engagement and feedback
How can you optimise your branch’s digital presence?
1. Website – Your branch website is the centrepiece of your digital presence – and an important touchpoint with your clients. It’s essential that your website is as refined and optimised as possible, with the primary aim of creating an intuitive and high-quality customer experience.
Does your website proactively answer the questions that any prospective clients may have? Is it up to date with staff members, photos, services and contact information? Is it easy to navigate? Is your messaging consistent and concise? All of these elements are crucial to optimising your website.
2. Social media – What platform is your target audience likely to be using? Establish a presence on that platform and share engaging content, thoughts and insights relevant to you, your branch and your target audience. Social platforms are a great way to humanise a brand by connecting with customers through a less formal (but still professional) voice.
Whether it’s to share a team charity initiative, company statistics, industry messaging or your regular blog series – you can shape your social media strategy around your branch’s ethos, building followers who align with your vision. If your content resonates with your followers, they’ll automatically help you amplify your presence by engaging with your content, expanding your reach – sometimes exponentially.
3. Google Business Profile – This is a cost-free and simple way to enhance your branch’s online visibility and credibility. Not only does this confirm your branch’s legitimacy to prospective clients, but it’s a great place for existing clients to leave valuable reviews, and for you to answer any questions. You can also include an overview of your services.
4. Google Maps – This is an integrated feature when you set up your Google Business Profile. Picture this: a prospective client types ‘Wealth managers near me’ into Google Maps – wouldn’t you want your branch to appear as an option among all the other competitors in your area? Plus, once you’ve started receiving positive reviews this will help increase the likelihood of having your profile clicked on.
5. SEO – Search Engine Optimisation is the art of getting your business onto the first page of a Google search. When you search for something on Google, you expect your answer to be on the first page of the results. This is due to those websites having a high SEO ranking.
The order of the results page is calculated through Google’s algorithm, which analyses the content of every website and determines which websites contain information most relevant to what the user is searching for example, does your website contain the same keywords as a potential prospective client’s search query? The aim is for your website to rank as high as possible for certain keywords that people could be searching for, such as your branch name, or ‘wealth manager near me’. The benefit of this is increased online visibility and therefore more visits to your website.
By effectively integrating these marketing elements into a strong digital presence, you’re not only increasing your brand awareness but also building meaningful interactions and promoting customer trust and loyalty. What are you waiting for?
