Shift x Financial Services

Driving Growth in the Dynamic Financial Services Industry

In financial services, success requires more than competitive products and services—it demands deep regulatory knowledge, sophisticated targeting, and meaningful engagement with end-consumers, trusted wealth advisors, and professional agents across complex financial ecosystems.


Let’s Get Started

Progress Circle
82%
of customers rank trust as the most important factor in selecting a financial institution, outweighing rates, fees, and digital capabilities.

Edelman, 2023

Speaking Fluent FinServ Since Day One

We understand your world of extended sales cycles, regulatory requirements, and stakeholder complexity.

Shift’s financial services expertise stems from our collaborative work with industry-leading banks, credit unions, wealth management companies, and insurance providers.

Our focus is on driving sustainable growth in an increasingly digital-first marketplace while navigating rapidly changing market conditions and environments.

Facing complex operational challenges or looking to enhance your customer experience?
Let’s Talk Strategy →
Understanding Key Financial Services
Audiences to Drive Business Growth

Customers & 

Members

We bring seamless digital experiences and personalized engagement to your banking customers, credit union members, and cardholders

Advisors & 

Planners

Our approach to enablement, secure portals, and data-infused campaigns ensures your planners and advisors best serve the organization's key clientele

Clients

Wealth management demands data-led strategies and personalized experiences. Intelligently targeting segments with your offerings and expertise to reach their financial goals and personal wealth dreams

Agents

Agents and distributors need compelling product knowledge and sales support tools. We craft digital portals and enablement programs that set your sales force up for success
Our deep understanding of these diverse audience segments allows us to create targeted strategies that resonate with each group’s unique needs while driving measurable business growth. We develop solutions that can be seamlessly integrated and managed by your internal marketing, sales, IT, and operations teams.
Our Financial Services Capabilities

We empower financial institutions through compliance-ready digital experiences that simplify complex financial products, data-driven revenue operations tailored to regulatory cycles, secure MarTech solutions, and strategic marketing that resonates with critical audiences.

Digital Product
  • Enterprise public-facing experiences that translate complex financial products into clear value propositions
  • Secure client account portals and transaction platforms with enterprise-grade security
  • Mobile applications that support ‘task-based’ financial planning and personal finance management
Revenue Operations
  • End-to-end funnel optimization designed for extended financial services sales cycles
  • AI-infused and automated sales enablement tools built for relationship-based selling
  • Performance analytics that measure impact across multi-touch customer journeys
  • Account-based marketing strategies for high-value institutional clients
  • Lead qualification and nurture strategies for complex financial products
  • ICP definition and go-to-market planning for financial services segments
MarTech Consulting and Implementation
  • AI-driven personalization and automation solutions
  • Compliance-first connected platforms
  • Financial services-specific CRM customizations
  • Data integration between customer, compliance, and marketing systems
  • Analytics frameworks that track complex financial services customer lifecycles
Lifecycle Marketing
  • Personalized communication strategies for diverse financial stakeholders
  • Email marketing programs that educate and build trust with prospects
  • Content journeys tailored to specific financial roles and industry segments
  • Regulatory-compliant nurture campaigns that maintain engagement over extended sales cycles

Our Financial Services Expertise Has Driven Measurable Results for Leading Organizations:

Travel Rewards
Home Warranty Services Provider

1:1 Personalization Strategy Delivers 10x Booking Increase for Premium Travel Credit Card Program


insights-card-learn-more-icon

Streamlining the Customer Experience (CX) for a Leading Home Warranty Services Provider

case-study-card-learn-more
Travel Rewards

1:1 Personalization Strategy Delivers 10x Booking Increase for Premium Travel Credit Card Program


insights-card-learn-more-icon
Home Warranty Services Provider

Streamlining the Customer Experience (CX) for a Leading Home Warranty Services Provider

case-study-card-learn-more
Let’s Transform Your Financial Services Marketing

Ready to leverage our expertise to reach financial decision-makers, investors, and consumers more effectively?

Let’s Talk Strategy →