Our Agency understands banks, their customers – even their compliance teams

We’ve been working side-by-side with banks for the last 15 years, starting with local banks like Conestoga Bank and Univest Bank, before branching out to national banks, credit unions, business lenders, and credit card issuers.

A lot has changed since we started, and more change is coming. eMarketer says digital accounts are about to explode – we're looking at a 242% surge by 2026.

But here's what they're not telling you: getting those accounts opened is harder than ever.

We know because we're doing it. And we can help you too.

Banking & Finance Clients - BBVA, Capital One, WisdomTree, American Family Insurance, Wells Fargo, SunTrust, Freedom Mortgage, Travelers Insurance

15 Years in the SEO, Paid, and Social Banking Trenches

 

We could give you a polished case study sprinkled with banking jargon, but that wouldn't tell you what you need to know. Instead, we'll tell you about the time it took us three weeks to get the word "best" approved in content by legal, or when we had to pivot an entire mortgage campaign overnight because rates shifted, or that time a large national bank acquired our client and it took us 4 meetings, 3 flights, and countless hours to get a 301 redirect. That's the kind of experience we have, and it's the kind you can't fake.

BANKING

Real Examples

Managing The Paid Search vs Organic SEO Divide: Go Google the keyword Tarjetas de Credito, nah, here is a link. (Google, Bing).

Did you see what we saw? The ads are in English, even though the keyword is in Spanish.

Organic results are in Spanish, because that's what the searcher is looking for. And all of those national banks are paying real money to not speak the language of their customer. 

Our proprietary data platform, SeerSignals, blends data from SEO and Paid, which helps us spot opportunities like this one. As a result, we saved one of our credit card clients 800k without a drop in account opens.

Now we've got an automated system running for every client, every day of every week, so we catch when Google matches paid search ads in the wrong language. We make sure their money is going where it needs to go, and that their ads speak the language of their customer. 

This is how we help smaller regional banks and credit unions win against the big guys - we catch the waste they just "burn"  :)

From drowning in "web analytics & SEO requests" to self-serve platform:

A year ago, the marketing manager for a national commercial bank ($100 billion in commercial loans outstanding) found herself drowning in data requests from all sides: EVPs of commercial banking, CMOs, Heads of Treasury.

Some didn’t have access to the data; others didn’t know how to navigate the maze that was GA4 (here is a hack for that).

The requests weren’t just time-consuming—they were pulling her away from focusing on projects like optimizing digital pathways for high-value commercial loan applications, or tying mobile activity to web analytics activity to understand the customer journey better.

We stepped in to tackle the bottleneck and built an easy-to-use solution: a multi-page dashboard that made web analytics and SEO data accessible to all leaders across the bank. Now, leaders from each line of business, from VPs of mobile to SVPs of Commercial banking, can find the insights they need—without becoming analytics experts. They can make decisions based in data, moving from SEO and paid search metrics to front-end conversions like submitted loan applications, and through to where the money is made, with approved loan applications. 

From Programmatic Nightmare to Sweet Dreams: 

A large bank working with a single ad vendor across multiple budgets lacked clarity on the performance of their programmatic, social, and paid search campaigns.

Decisions about channel allocation were a guessing game: 

- Was their social spend driving leads, account opens, or the holy grail, FUNDED accounts?

- How were third party lead aggregators like NerdWallet performing vs referral partners?

They needed an agency with experience in analytics and paid marketing - that’s where we took things a step further.

We created performance baselines across all advertising and organic channels, surfacing outliers in engagement and identifying the true cost of actions for every campaign.

This wasn’t just about data—it was about making sense of it. With these insights in hand, the marketing team didn’t just improve their reporting; they gained a seat at the strategy table.

Over the past two years, these insights helped them steer their 2025 advertising strategy, armed with hard numbers that backed up every decision.

They no longer rely on vendors to tell them what’s working — they can see it for themselves.

 


 

How Our Agency Helps Banks Turn SEO Tasks Into Funded Accounts.

It’s no secret that SEO can feel like a slow grind in the banking world. Remember that 301 redirect we mentioned? That took years.

But some slowdowns are avoidable. Specifically, the bottlenecks created when your agency doesn't speak your language. Anyone can measure leads, and of course funded accounts are the true north, but you need an SEO agency that digs deeper - looking at account open fraud percentages to truly evaluate impact. 

$45M in New Accounts: The Power of a Revamped Content Strategy

When one of the top 10 largest banks in the U.S. needed a more human touch to their content, they sought out an SEO agency who was founded on those principles.

Their goal? Drive more account openings through organic search.

Every agency said they could do it, but the bank needed someone who understood the limitations of what they could and couldn't say, who could write content their customers wanted and implement schema specific to their industry.

They went with us. 

The result? Over six months, they pulled in $45M in new account openings and an estimated $7.5M in net new monthly revenue — all through organic search.


 

Putting a Regional Bank on the Map with Local SEO

For one regional bank, their SEO challenge wasn’t just driving new funded accounts — it was helping their customers find them, locally. With 660+ branches, their location pages were a goldmine of potential traffic, but their current SEO implementation, technical CMS hurdles, and IT bottlenecks made it nearly impossible to maximize the value of their efforts.

There's a lot to consider when people show up in person to branches. To win on the local connection, they needed to make sure Google was capturing bank holidays, branch hours vs. ATM hours, whether or not they have a drive through.

And not all ATMs are equal. Some take deposits. Some allow for cashless withdrawals. Some branches have wealth managers.

We had to look at the features available to local search, compare them to the bank's offerings, and get cracking. 

The results? Organic traffic to their location pages more than doubled. Phone calls jumped by 57%, and their visibility in the local map pack soared by 63%.


 

Speeding Up Success for a Fortune 500 Finance Giant

For one Fortune 500 finance client, the biggest hurdle wasn’t strategy—it was execution. Their SEO team had great ideas but faced endless delays in getting work implemented. There were compliance bottlenecks, a legacy CMS so locked down that even the smallest changes, like adding "bank vs credit union" schema, couldn't be implemented. Let's not even get started on how some changes that helped SEO negatively impacted CX and IT teams.

We stepped in, talked to the teams across the bank, and figured out how collaborate to streamline their workflows, cutting implementation times by more than 50%. With faster turnarounds, they could finally move on key opportunities before their competitors did.

What did that mean for results? A 36% increase in organic conversions—all by simply making it easier to get the work done.

[ OUR Experience BY THE NUMBERS ]
15
years working with banks to boost market share, drive conversions, and reach customers where they are.
#2
ranking for highly competitive credit-card related search terms.
100%
of your Seer team is enrolled in an AI training program, and ahead of the curve when it comes to GEO testing.
Our Approach to Finance

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