Social Media Marketing Strategy for Financial Company

Effective social media marketing strategy helped a financial loan company build a strong online presence and generate consistent, high-quality leads from scratch.

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Project Overview

A financial loan provider partnered with us to enhance their online presence and generate quality leads. With no prior content plan, digital engagement, or online leads, they needed a reliable social media marketing company to take full ownership of their digital growth.

Objectives

Establish a presence on Facebook and Instagram
Generate high-quality loan inquiries
Build trust in a cautious financial market
Share consistent, informative content

Our Approach

As a dedicated social media marketing company, we conducted strategy sessions with their core team to understand their offerings, customer journey, and key objections. Using these insights, we designed targeted campaigns that addressed borrower concerns and improved engagement. Regular performance analysis and close client collaboration ensured continuous optimization and better results.

Business Challenges

The company faced several key challenges that were holding back its digital growth

No existing social media strategy or content plan.
Inconsistent or no posting across major platforms.
Zero lead generation from digital channels.
Lack of brand awareness in a highly competitive industry.
No competitor benchmarking or audience targeting strategy in place.
Budget constraints that required highly optimized ad campaigns with measurable ROI.
Difficulty educating the audience about complex loan products through social platforms.
Low trust levels among first-time digital borrowers.
Limited internal knowledge of digital marketing tools and trends.

The Solution

We started the project from the ground up, focusing on three key areas

1. Competitor & Audience Research

Conducted an in-depth analysis of competitors’ social media performance.
Identified content gaps and market opportunities.
Defined the target audience segments and behavior patterns.

2. Content Strategy & Branding

Developed a customized content strategy aligned with the company’s goals.
Designed branded visual templates to maintain consistency and improve recognition.
Created a monthly content calendar with a mix of educational, promotional, and engagement-driven posts.

3. Lead Generation Campaigns

Launched targeted paid ad campaigns focusing on high-intent audiences.
Utilized lead generation forms, strong CTAs, and value-driven ad copy.
Optimized performance based on real-time metrics and user feedback.

The Result

After implementing our strategy, the results spoke for themselves—here's how we transformed their social media presence

Boosted lead generation by 5X within the first 30 days
Increased social media engagement with consistent and relevant content
Grew their follower base
Built a strong and active online presence from scratch
Turned social media into a steady source of high-quality leads

What Our Clients are Saying

We partnered with TechAvidus for social media marketing at Ma Masani Corporate Services, and the experience was very positive. They handled both content creation and paid ad campaigns effectively, helping us generate quality leads. Their team was creative, responsive, and committed to delivering results.

Chirag Patel

Founder