Social media marketing for Financial Services

Social media allows you to communicate directly with your target audience and build valuable relationships. Your message is shared with people all over the world, instantly. With a solid strategy in place, social media marketing increases brand awareness, drives website traffic, and generates a sustainable source of new leads.

At The Realization Group we specialise in social media for financial services. Our senior consultants each have more than 30 years’ experience in financial and capital markets. We understand first-hand your industry, your target audience, and the challenges you face.


Social media is an incredible tool for amplifying your brand’s voice, values, products, and services. We create compelling content to cut through the noise and reach your target audience, delivering value and demonstrating thought leadership. Using LinkedIn’s advertising platform, we create highly-targeted campaigns based on specific criteria such as job title, location, company, industry, level of seniority and more. Such platforms allow us to maximise your budget, attribute every pound spent to ROI, and generate leads at a relatively low cost per acquisition.

With unparalleled industry experience, our senior team are experts in crafting social media messaging for financial and capital markets. Importantly, we deliver content that attracts your audience while adhering to industry regulations.


IS Prime

Financial Services is an extremely difficult business for generic marketing and PR firms to step into and master.  The TRG team have practical expertise of the industry opportunities as well as our clients business needs and this sets them apart being able to enable us to deliver the appropriate story for the appropriate client at the appropriate time.

Social Media Services

Social media strategy

Our specialists can craft a financial services social media strategy that grows your online community and leverages social media platforms for brand awareness and lead nurturing.

Social media management

As an experienced financial services social media agency, we manage both paid and organic campaigns, from content creation and targeting criteria, to lead capture and workflow automation.

Social media training

Using social media is fairly straightforward, however mastering it can be a challenge. We offer comprehensive social media training for Twitter and LinkedIn, providing you with a proven formula and best practice strategies to run successful social media campaigns. We’ll also show you how to use social media before, during, and after events, so you know how best to build relationships on the digital stage.

PPC advertising

Pay-per-click advertising on social media is a powerful way of generating new leads. In addition to introducing new people to your brand, it can also be used to show highly-targeted messages to people who have already visited your website. We have the experience and know-how to maximise your social media campaign budget, driving down the CPC while increasing the volume of impressions and leads.

Social media performance reporting

We provide detailed monthly reports that show how well your social media campaigns are performing. We take the confusion and guesswork away, giving you the data you care about: how many people saw your posts, the actions they took, leads generated, and cost breakdown.

Lead prospecting

Through continual testing and learning, we have developed a proven formula to generate results with social media. We know how to get you noticed by the right people, start meaningful conversions online, and generate leads and new business.

Content creation

Effective content marketing is focused on providing valuable information to your target audience, on the platforms they use. Social media is an essential component of content marketing, sitting toward the top of your funnel for brand awareness and lead nurturing. Our social media services include content creation, providing your audience with informative and engaging content designed to generate interest in what you offer.

Growing your social following

As a financial services social media agency, we know that value is key and we don’t get hung up on vanity metrics. Social media algorithms seek out quality, showing content that people engage with to even more people, and suppressing content that is largely ignored. We combine the right tactics with excellent content to amplify your social media presence and build an audience that engages with your posts.