Bank Marketing Agency
Grow Your Community Bank or Credit Union with High ROI Marketing
Win more members and depositors with an agency that understands community banking, credit union decision-makers, and how to get results.
marketing partner of Fast-growing brands
Hacking the Cybersecurity "BuyerWall"
Community banks and credit unions are fighting an unfair fight. You're competing against institutions with 100x your marketing budget, national brand recognition, and entire in-house teams dedicated to digital.
It's a very specific flex, but we've helped financial institutions generate 200K+ leads using clear, conversion-driven campaigns — not fluff.
Here's what we're bringing...
✅ Experience with credit unions, community banks, and credit cards
✅ Playbooks and funnels built for regulated financial services marketing
✅ Trusted by clients like OpenSky, Capital Bank, and regional credit unions
Let’s build a demand gen engine that speaks your buyers’ language — and drives the kind of results your sales team actually cares about.
Our Three Uniques
Work with a Marketing Team that Gets Community Banking
Credit union and community bank marketing campaigns demand a team with deep expertise in financial services and the regulatory environment. We don't generalize, and we don't do everything for all industries.
As our client, you'll work directly with an expert financial services marketing strategist. They leverage our team of copywriters, SEO and PPC specialists, funnel designers, and conversion rate experts to customize each step of your funnel to perform — while staying compliant.
Proven Banking SOPs to Fast-Track Growth
We've run hundreds of financial services campaigns. We know what works, what to avoid, and how to navigate compliance. Performance marketing can be costly, but driving targeted members and depositors fuels your growth.
Work with our skilled strategists to tap into proven strategies and templates built specifically for community financial institutions. We'll customize your materials to deliver high-impact copy, ad creative, funnels, and placements. This behind-the-scenes work allows you to achieve a high-performing audience, message, and offer within days, not months.
A Complete Banking Marketing Funnel that Improves Over Time
Credit union and community bank marketing is more than channels and settings. It's strategic targeting, placements, and messaging that achieve real, consistent growth. At Upgrow, we optimize every part of your campaign to boost visibility, attract high-intent members, and increase deposits and loan volume.
We design custom strategies to engage and convert your target members. We leverage surveys, member feedback, competitor and market research, and past data to guide decision-making. And, we build a strong brand knowledge base called BrandBrain to maximize every positive aspect of your institution and community presence.
A-Z Banking Marketing Optimization
- Strategy:
- Account audit & growth roadmap
- Conversion tracking & lead attribution
- Full-funnel audience segmentation
- Retargeting & lookalike audience strategy
- Landing page design & conversion rate optimization
- ToFu/MoFu/BoFu offer development
- Lead nurturing automation & CRM integration
- Sales-stage tracking & revenue attribution
- Custom reporting dashboard & insights
- Audience exclusion lists & bid adjustments
- SEO Optimization:
- Technical SEO improvements
- On-page SEO optimization
- Thought leadership content strategy
- High-authority link-building
- Internal linking optimization
- Schema & structured data enhancements
- Performance analytics & reporting
- Keyword expansion & content refinement
- Technical SEO fixes & indexing improvements
- Optimize organic conversion rate
- Paid Media Optimization:
- PPC account audit & setup
- AI-powered bidding & budget management
- Ad creative & A/B testing
- Audience mining & sculpting
- Custom audience segmentation
- Retargeting campaigns & exclusions
- Geographic bid adjustments
- Early access to ad platform betas
- Shared Slack channel & real-time support
- Cross-channel attribution modeling
Ready to Grow Like This?
100+ companies have partnered with Upgrow to get reliable, qualified leads that convert.
Straightforward Pricing
Love Us or Leave Us Guarantee
If you don't see results during the first 90 days, you can cancel without notice or fees, no questions asked.
Certified Agency Partner
Upgrow is a Google Ads and a LinkedIn Ads Premier Partner, giving our clients elevated support and beta features.
Top 1% of Agencies
Ranked 2X in the Inc 5000 for fastest growing companies in America.
Paid Media Management
Starting from:
Setup: $2,500
Monthly: $3,000
- Strategy consulting
- Account optimization
- Landing page and ad design
- Tracking and attribution
- Bi-weekly meeting
- Monthly reporting deep-dive
- Shared Slack channel
*Or 12% of ad spend, whichever is higher.
**Additional ad channels: $1,500 setup and $1,500/mo
SEO
Management
Starting from:
Setup: $3,000
Monthly: $6,000
- Strategy consulting
- Content Creation
- Link-Building
- Technical SEO
- Bi-weekly meeting
- Monthly reporting deep-dive
- Shared Slack channel
*Content and link volume is customized to client needs with larger packages available for higher competition and goals.
How Does Upgrow Compare?
We're not the average performance marketing agency. So, our clients don't get average results.
- Banking SEO & Paid Ads Specialists
- Copywriting + Ad Design + Landing Page Included
- Lead Automation Included
- Full-funnel, Real-Time Reporting
- Strategic, Accessible Team
- Simple, Transparent Pricing
- Love Us or Leave Us Guarantee
- Advanced AI Workflows
Other Cybersecurity Agencies
- Generalist, Non-Industry Specialized
- Basic Copywriting Only
- No Lead Follow-up Process
- Basic Top-of-Funnel Only Reporting
- Inconsistent, Inaccessible Team
- Super Secret Pricing after Meeting
- No Guarantees
- AI Slop or AI Ignorant
See Our Process
From research to building and optimizing, we work tirelessly to create performance marketing campaigns that rank in the top 1%. Here's an inside look at how we do it.
Deep Market Research & Digital Strategy
Success in performance marketing starts with data. Our targeted, high-converting strategies for cybersecurity companies use detailed questionnaires, customer reviews, competitor analysis, and historical insights. Our BrandBrain system fine-tunes each campaign to emphasize your brand's strengths, unique value, and market position.
ICP Audience Targeting
Reach the right audience for complete banking marketing success. We create custom segments based on your ideal member profiles, search intent, and behavioral data. Get retargeting, lookalike, and exclusion lists on Google, LinkedIn, and other platforms as part of our banking marketing strategy. Our expert SEO approach considers local search intent to attract members in your service area.
Ads, Copy, and Landing Pages
We craft powerful ad visuals and persuasive copy customized to your banking audiences — whether you're promoting checking accounts, auto loans, mortgages, or credit cards. We develop every element to raise CTRs, cut CPCs, and improve conversion rates through message testing, ad sequencing, and performance optimization. Our team understands compliance requirements and puts their expertise to work for you.
Lead-Flow Automation
Lead automation turns top-of-funnel interest into new members and loan applications. Add automated lead flows to your CRM that alert your team through email, Slack, and custom notifications. Automated nurturing sequences and follow-up reminders ensure you never miss another application. Shorten the path from "interested" to "approved."
Advanced Reporting & Analysis
We don't just track metrics and KPIs; we analyze them to find insights that boost your banking marketing performance. Our advanced reporting dashboard reveals real-time campaign insights, highlighting trends, inefficiencies, and optimization opportunities. Plus, data testing increases the ROI of your PPC, SEO, and paid social campaigns.
Let's Build Your Perfect Cybersecurity Digital Marketing Agency
Did you come this far to bounce now? Talk to our cybersecurity strategist for a free planning session and a tailored proposal.
