Transform B2B Finance Marketing with AccountInsight

In the dynamic finance sector, precision and strategic engagement are key to maintaining a competitive edge. AccountInsight’s B2B Demand-Side Platform (DSP) offers tailored solutions for Asset Management, Banking, Insurance, and Financial Technology, helping you navigate complex buyer journeys and engage key decision-makers to drive growth.

Challenges in B2B Finance.

Cutting Through the Noise

The finance sector is highly competitive and saturated. Standing out and capturing the attention of decision-makers requires a strategic approach to marketing.

Complex Decision-Making Processes

Decisions involve multiple stakeholders, each with distinct needs and perspectives, resulting in extended sales cycles.

Rapid Industry Changes

The financial landscape evolves rapidly, with new regulations and emerging technologies demanding agile and informed marketing strategies.

Inefficient
Ad Spend

Traditional advertising approaches often result in inefficient targeting and low engagement rates.

How AccountInsight Solves These Challenges

Precision
Targeting

Our advanced Account-Based Advertising (ABA) solution enables you to focus on high-value accounts and key decision-makers within the finance sector, ensuring your marketing efforts are impactful

Intent-Driven Campaigns

Leverage our robust intent data to identify and prioritize accounts actively seeking financial solutions, enhancing the relevance of your outreach.

Personalized Messaging

Customize your content and advertisements to address specific needs and stage in their buying journey, increasing engagement and conversion rates.

Efficient
Ad Spend

Optimize your budget by concentrating resources on the most promising opportunities, reducing waste and maximizing ROI.

Key Use Cases for Finance Companies

Asset Management Firms

Targeted Investor Outreach:
Engage institutional investors actively seeking asset management services.

Tailored Solutions:
Develop personalised messaging based on specific asset management needs and investment strategies.

Market Expansion:
Identify new investment opportunities and expand market reach to underserved segments.

Asset Management Firms

Targeted Investor Outreach:
Engage institutional investors actively seeking asset management services.

Tailored Solutions:
Develop personalised messaging based on specific asset management needs and investment strategies.

Market Expansion:
Identify new investment opportunities and expand market reach to underserved segments.

Accountinsight - Banking Institutions - image-min

Banking Institutions

Precision Banking Solutions:
Target decision-makers involved in banking technology and services, from retail banking to corporate finance.

Customer Acquisition:
Use intent data to reach potential clients looking for new banking solutions or enhancements to existing services.

Regulatory Compliance:
Align marketing efforts with evolving regulations and compliance requirements.

Accountinsight - Banking Institutions - landscape image-min

Banking Institutions

Precision Banking Solutions:
Target decision-makers involved in banking technology and services, from retail banking to corporate finance.

Customer Acquisition:
Use intent data to reach potential clients looking for new banking solutions or enhancements to existing services.

Regulatory Compliance:
Align marketing efforts with evolving regulations and compliance requirements.

Insurance Providers

Claims and Policy Management:
Focus on companies actively seeking insurance solutions for claims, policy management, and coverage.

Personalised Offers:
Craft tailored campaigns for different insurance products, from life to property insurance.

Risk Assessment:
Identify and engage potential clients based on risk profiles and insurance needs.

Insurance Providers

Claims and Policy Management:
Focus on companies actively seeking insurance solutions for claims, policy management, and coverage.

Personalised Offers:
Craft tailored campaigns for different insurance products, from life to property insurance.

Risk Assessment:
Identify and engage potential clients based on risk profiles and insurance needs.

Financial Technology (FinTech) Companies

Emerging Technologies:
Identify and target businesses and financial institutions interested in adopting or integrating new FinTech solutions.

Decision-Maker Engagement:
Reach key stakeholders involved in technology adoption and financial innovations.

Product Awareness:
Promote new financial technologies and solutions to potential adopters, highlighting their benefits and features.

Financial Technology (FinTech) Companies

Emerging Technologies:
Identify and target businesses and financial institutions interested in adopting or integrating new FinTech solutions.

Decision-Maker Engagement:
Reach key stakeholders involved in technology adoption and financial innovations.

Product Awareness:
Promote new financial technologies and solutions to potential adopters, highlighting their benefits and features.

Success Metrics for Companies Using AccountInsight

Our clients consistently achieve outstanding results with our B2B DSP:

Revenue Growth

• Up to 40% increase in revenue per client
• 35% boost in new client acquisition rates

Operational Efficiency

• 30% reduction in time spent on campaign management

ROI for Clients

• 20% shorter sales cycles for B2B clients

Why Choose AccountInsight for Finance Marketing?

Purpose-Built for B2B

Our B2B DSP is designed to address the unique challenges of the finance sector. We ensure your messages effectively reach key financial institutions, asset managers, insurers, and technology providers.

Unparalleled Account-Level Targeting

We treat display advertising as a core component of our offering, not an add-on. Our advanced algorithms and machine learning drive meaningful engagement and conversions.

Unparalleled Account-Level Targeting

We leverage real-time intent signals and AI to identify and engage accounts at the optimal moment in their buying journey.

Transparent, Actionable Analytics

Our platform provides detailed, account-level reporting, offering insights into how entire buying committees engage with your brand over time.

Purpose-Built for B2B Complexity

Unlike traditional DSPs designed for B2C markets, our platform is engineered specifically for the nuances of B2B tech and software sales cycles. We understand that your buyers aren't individuals, but complex buying committees within organizations.

Unparalleled Account-Level Targeting

While many ABM platforms treat display advertising as a mere add-on, we've made it the core of our offering. Our advanced algorithms and machine learning capabilities ensure that your display ads are not just seen, but drive meaningful engagement and conversions.

Transparent, Actionable Analytics

We provide granular, account-level reporting that goes far beyond traditional campaign metrics. Understand not just who clicked, but how entire buying committees are engaging with your brand over time.s.

Continuous Innovation in B2B Ad Tech

With a dedicated focus on B2B, we are committed to continuous innovation. From new data sources to advanced targeting techniques, we ensure you stay ahead of the curve in financial marketing.

Ready to Revolutionise Your Finance Marketing?

Discover how AccountInsight can transform your B2B finance marketing efforts. Schedule a demo today and learn how our solutions can drive growth and success for your business.

Key Insights & Testimonials

Read our latest blog & news