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Web Intelligenz
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1300 140 056

Trusted Digital Marketers for Financial Services Businesses

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Financial services

Web Intelligenz is a digital agency that nine years ago grew out of a financial services business.

Our co-owners both have financial services qualifications and experience.

That background is the reason we do not have to be taught what an AFSL is, why a testimonial can be a problem, or why “guaranteed returns” never leaves the room.

We have worked with award-winning financial services practices in Melbourne, Sydney and Adelaide, and with the compliance people who sign their marketing off.

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How it works

A review that starts with what you are allowed to say

Marketing a licensed business is not marketing a retailer. Before anything is written we work out what your obligations permit, because a campaign that cannot be approved is worth nothing.

  1. 01

    Licensing and disclosure

    What your AFSL, credit licence or professional body allows you to publish, where disclaimers have to sit, and who signs off before anything goes live.

  2. 02

    Where trust breaks down

    A review of your site, search presence and enquiry handling that looks for the points where a cautious prospect quietly decides not to call.

  3. 03

    A written plan you keep

    Recommendations in writing, sized to a sales cycle measured in months rather than clicks. Yours to act on with us or without us.

Our Clients

  • Autostash
  • Azzco Deluxe Garage
  • BM AutoCare
  • BM Tech
  • Campbelltown Catholic Club
  • Carpet Institute of Australia
  • CFO on-Call
  • Chr Hansen
  • Clinic 365
  • Comprara
  • Dental on Beams
  • Eastern Tyre Centre
  • Edina Building Group
  • German Auto Werke
  • Hear and Clear Care
  • Kingspan
  • Life’s Little Treasures Foundation
  • Massage and Myotherapy Australia
  • Mathew Ross Automotive
  • Medical Aesthetic
  • Monjay Mezza
  • Paskal
  • Plainland Dental
  • Pride Advice
  • Stanton Foods
  • Sunrise2Sunrise
  • The Dental Standard
  • Victorian Podiatry Group
  • Yarra Medical

The long sale

Nobody moves their super because they saw an ad on a Tuesday.

A financial services enquiry is the end of a long, quiet consideration — months of reading, comparing and asking people they trust. Most of it happens before you ever hear from them, and none of it shows up in a last-click report.

So we measure the whole path rather than the final touch, and we build the assets that get found during the quiet part: the questions people search at two in the morning, the pages that answer them properly, and the follow-up that stays useful instead of pushy. The services behind that:

Marketing that clears compliance and still brings in enquiries.

Tell us what you are permitted to say and what the last twelve months of enquiries actually looked like. We will show you where the gap is, in writing, before you commit to anything. Send us a message or give us a call.

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