HOME / BLOG / STATISTICS
Financial Marketing Statistics 2025: 98+ Stats & Insights [Expert Analysis]
- November 6, 2025
- 6:19 pm
Table of Contents
Consumer Financial Behavior
68% of consumers research financial products online before talking to an advisor.
54% say trust is the #1 factor when choosing a bank or financial service provider.
39% switch financial brands because of poor digital experience.
72% of people feel overwhelmed by financial jargon.
63% of millennials want financial brands to offer personalized guidance.
48% of Gen Z prefers learning about finance through short-form video content.
41% of consumers follow at least one financial influencer.
56% of banking decisions now start in search engines.
47% of people read reviews before choosing a financial advisor.
35% choose financial brands based on mobile app ratings.
Financial Services Digital Adoption
93% of banking customers use digital banking at least monthly.
67% of mortgage seekers start their application research online.
79% of insurance customers compare options online before requesting a quote.
58% of retirement planning meetings now happen over video call.
61% of consumers prefer digital signatures over in-person documentation.
30% of banking customers have never visited a physical branch.
44% of investment customers open their accounts entirely online.
70% of credit card applications begin on mobile.
52% of users manage multiple accounts in one app.
38% of consumers want AI-based financial advice.
Trust, Brand & Messaging
82% say trust messaging is critical when evaluating financial companies.
74% feel financial ads often sound “too complex.”
61% say transparency increases loyalty to a financial brand.
48% of consumers trust banks more than fintech companies.
36% trust fintech companies more than banks.
59% believe financial companies do not explain fees clearly.
71% prefer simple visuals rather than long brochures.
66% respond positively to real customer success stories.
52% prefer seeing real advisors in ads vs. stock models.
45% distrust financial brands that push “fast results” claims.
Financial Content Marketing
83% of financial firms use content marketing.
Only 32% have a documented content strategy.
58% publish educational blogs or guides.
46% use interactive calculators.
21% use quizzes to recommend products.
55% of financial content focuses on awareness, not conversion.
49% say compliance slows down content production.
72% of consumers prefer examples over general advice.
43% prefer video case studies over written case studies.
37% of financial blogs are considered “too generic” by readers.
Social Media in Finance
69% of financial firms use social media for brand awareness.
57% struggle with engagement because of strict compliance rules.
46% of Gen Z learns finance on TikTok.
TikTok videos about credit cards receive 20% higher engagement than other finance topics.
Instagram financial infographics get shared 2× more than blog links.
Twitter (X) is the most active platform for financial analysts and advisors.
38% of consumers trust educational TikTok finance creators more than banks.
64% of financial content that includes storytelling performs better than statistical posts.
33% of financial firms post fewer than 4 times per month.
Only 18% measure social ROI accurately.
Email & CRM
Financial email newsletters average a 25% open rate.
Personalized emails increase financial product sign-ups by 40%.
Only 29% of firms segment audiences by life stage.
Automated nurture sequences generate 3.1× more conversions than broadcast campaigns.
46% of financial advisors do not follow up after initial inquiry.
58% of credit unions rely heavily on email for member communication.
Retirement-themed email series see the highest engagement among 45+ audiences.
42% of firms use drip funnels for mortgage leads.
33% of investment firms integrate CRM with support platforms.
61% of high-net-worth leads require 5+ touchpoints.
SEO & Search Behavior
“Best credit cards” is one of the top financial search categories globally.
72% of financial searches include intent words like compare, vs, best, calculator.
81% of financial product landing pages are longer than 1,000 words.
On-page calculators increase conversion rates by up to 28%.
Local SEO impacts 55% of advisor-based businesses.
31% of financial websites have slow mobile load times.
44% of users bounce if trust badges are missing.
52% of organic finance traffic goes to educational content rather than product pages.
39% of financial brands invest in link-building.
Blog posts with data and charts outperform opinion content by 2×.
Paid Ads & ROI
Financial industry CPC is among the highest in digital advertising.
Average CPC for financial keywords often exceeds $4.
Insurance and loans keywords can exceed $25 CPC.
Retargeting ads increase financial product conversions by 42%.
Video ads generate more trust than display ads.
Compliance restrictions reduce ad variation testing by ~35%.
Landing pages with testimonials convert 22% higher.
A/B testing can increase form completion rates by 15–40%.
60% of firms spend most of their budget on Google Ads.
25% allocate significant spend to YouTube ads.
Financial Advisors & Wealth Management
71% of advisors rely on referrals as a primary channel.
49% feel they need to improve their online brand presence.
61% of clients expect virtual meeting options.
Advisors producing weekly educational content generate 3× more inbound leads.
Clients age 30–50 are the fastest-growing segment seeking advisors.
55% of advisors still do not use social video.
41% of leads drop off because follow-up is delayed.
Advisors with niche specialization close clients 2.5× faster.
32% use paid ads to attract new clients.
Client onboarding processes influence retention more than performance for 68% of clients.
Banking & Fintech Competition
58% of consumers now hold at least one fintech account.
71% use multiple financial apps.
Trust in fintech is increasing among younger demographics.
36% of consumers say traditional banks feel “outdated.”
Fintechs with gamified saving increase engagement by 28%.
44% of fintech users discovered the brand through social media.
Customer support chatbots reduce call center volume by 23%.
62% of banks are currently investing in AI.
40% of consumers want one place to manage all accounts.
52% of financial firms plan to increase digital marketing spend this year.
Ready to Grow Your Business?
At Marketing LTB, we specialize in helping businesses like yours thrive online. From strategic digital marketing and branding to web development and social media management, we offer the tools and expertise to elevate your brand and drive real results.
Let’s build something amazing together, get in touch with us today!
About Marketing LTB
Marketing LTB is a full-service marketing agency offering over 50 specialized services across 100+ industries. Our seasoned team leverages data-driven strategies and a full-funnel approach to maximize your ROI and fuel business growth. Discover how our expertise can drive revenue for your business>
About the author, Bill Nash
Bill Nash is the CMO of Marketing LTB with over a decade of experience, he has driven growth for Fortune 500 companies and startups through data-driven campaigns and advanced marketing technologies. He has written over 400 pieces of content about marketing, covering topics like marketing tips, guides, AI in advertising, advanced PPC strategies, conversion optimization, and others.