seo for financial planning tech

SEO for Financial Planning Tech – Top Strategies to Follow

By: Frank DePino | May 9, 2024

If your financial firm is searching for a solution that can aid your marketing strategy and enhance lead generation capabilities, then Search Engine Optimization (SEO) is your best choice.

SEO for financial planning tech helps your business rank higher in search results, grow your organic traffic, and drive online conversions. Customers finding your website demand trust, expertise, and security from the financial service industry. This is important for your clients or customers; after all, you will be handling their money. SEO for financial planning tech can help you build an impeccable brand reputation and become an authority in your respective niche of the finance industry.

One way to improve your SEO is to create high-value content for your customers. This content earns you brownie points from search engines such as Google and Bing. SEO will boost your search engine rankings due to authoritative, accurate, and informative digital content. 

Did you know that Google uses dedicated content evaluators to help rank the quality of your web pages appearing in its search results? 

Therefore, if you are a marketer or a business owner of a financial service company, here is what you can do to optimize your SEO.

seo for financial services

On-Site SEO

On-site Search Engine Optimization or On-page SEO is a way to optimize the elements of your company’s website. The aim is to boost your search engine rankings in order to earn organic and relevant traffic to your web pages. 

This requires optimization of your website’s content as well as the HTML source-code. Not only does it help search engines to interpret your website content better, but it also assists visitors in understanding your web pages clearly and quickly. 

In simpler terms, On-Site SEO helps search engines see what a visitor would see and the value your content will offer. 

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4 On-Site SEO Strategies

Here are four on-site SEO methods to help you master SEO for you company:

1. Keyword Optimization

In order to rank higher in search engine results for any financial services and products, you must use ultra-specific keywords. 

Instead of using generic broader terms such as financial service, use keywords such as “financial services for retirement” or “financial services in New York,” etc.  This will help your business appear to clients looking for a specific service or service in a particular location. 

The most important aspect of keyword research is the keyword’s volume and difficulty. Keyword volume identifies how many times users search for a specific keyword per month. On the other hand, keyword difficulty offers you a rough estimate of the level of difficulty to rank higher using a certain keyword. 

The trick is to find the keyword with higher volume and lower difficulty in order to take full advantage of SEO for financial planning tech. 

2. Title Tags, Meta Descriptions, Alt Tags

You must use search engine optimization on several aspects of your web pages; let us have a brief look at each of them. 

  • Title Tag – is an HTML tag that is usually a part of the head section of your web page.  A title tag contains an initial context or hints to the subject covered on the respective page. The search engine results prominently feature the title tag of your web page. 
  • Meta Description – has been one of the most critical search engine optimization fields for web pages. According to Search Engine Journal (SEJ), evidence points that a better meta description can indirectly help your search engine rankings. Moreover, it can improve your click-through rate (CTR), how your visitor perceives your website or web pages. 
  • Alt Tag – also referred to as ‘alt description’ or ‘alt-attribute’ is an HTML attribute applicable to tags of images you use on the website. The alt tag is a text alternative for search engines to recognize the relevance of the images on your web pages. Using alt tags to your product photos can boost your search engine rankings when users search for relevant products or services. 

3. Sitemap Creation

A site map refers to a list of different web pages on your company’s website. It is also known as an XML sitemap that displays information on the web pages. Sitemaps are one of the most technical components of SEO for financial planning tech. 

Therefore, if you want search engines such as Google to display your business amongst the top search results, focus on sitemap creation. This will allow search engines to effectively use their site crawlers to analyze, read, index, and organize the information on your website for the users. 

According to a report, sitemaps can help boost rankings of your SEO


Well, a sitemap helps search engines to locate a page on your website. Moreover, it provides information about the web page’s updating frequency, the last update, and the relevance of the web page to other pages on your website. 

Fail to nail the proper sitemap, and search engine bots may think your company’s website has duplicate content. This can actually have an adverse effect on your SEO ranking. 

financial services seo

4. Properly Developed Website/Structure

Did you know Google recommends and prefers creating mobile-friendly websites for better search engine rankings? This is because most people use mobile devices; therefore, having a properly developed website that can cater to mobile users shows them that you care. 

A responsive design is one of the most essential aspects of SEO for financial planning tech, as it will ensure that your website complies with best practices. 

When it comes to the structure, create quality backlinks to other pages and websites. This will help search engines realize that you are authentic and have authority in your field. You can do so by the following methods. 

  • Listing your business on local and national business profile websites. 
  • Listing your business on local directory sites with backlinks to other local businesses’ websites. 
  • Write and publishing blogs and articles for your website as well as for other websites to publish. 
fintech seo

This will help you build a formidable authority in your area of expertise, which in turn will improve your search engine rankings. Therefore, if you are looking for the easiest but the most impactful SEO strategy is to hire a digital marketing agency. They can help design a properly structured website for your financial service company

Off-Site SEO

Off-site SEO refers to SEO optimization tactics outside your website. Typically off-site SEO methods happen away from the website; they can still improve your search engine rankings. 

Off-site SEO not only boosts your search engine rankings but also improves visitors’ perception of your company’s website and its popularity. 

According to a report, off-site SEO tactics increase the relevance, authority and trustworthiness of your business. 

Free Download

Grow your client base with these proven tactics

Receive your FREE copy of “Digital Marketing for Financial Advisors: How to Build Your Firm,” to get insights into growing your business with digital marketing.

4 Off-Site SEO Strategies

Here are four off-site methods you can use for your SEO:

Google My Business

Did you know you can use Google My Business for free to manage your company’s online presence on Google? 

Moreover, you can use this easy SEO tool to boost your rankings. Tag your business’ location on Google maps and create a digital business card. Once a user searches for products or services you offer, Google My business will display your information. 

  • The title of your company. 
  • Opening and closing hours
  • Call-to-Action (CTA) such as ‘view website.’
  • You can also add an image or a video about your company
  • Promotional codes and coupons etc. 

Apart from Google My Business, you can use other options that we are going to explore in this section. 

Business Listings 

You can use several business listing online platforms. Think of this business listing websites as digital yellow pages. These sites contain directory of companies in an alphabetical order categorized by industry they belong to. 

Some of the business listing websites you can use are: 

seo for fintech


Online reviews can really compliment your SEO for financial planning tech efforts. They can help strengthen your company’s local standing.

 According to Google’s guidelines for local business representation, customers’ reviews can influence your local SEO rankings and increase organic traffic to your company’s website. 

According to a study, reviews contribute 13 percent towards the improved local SEO ranking of businesses. 

Content Marketing for SEO for Financial Planning Tech

One of the most critical elements to deploy SEO for financial planning tech is bringing your content marketing and search engine optimization strategies together.

It is not about which one is better, but how well you can effectively align both. 

Using strong SEO optimization tactics for content marketing can help showcase your company’s website content with improved visibility. Here is how you can nail the combination of the two. 

  • You must create content that works well with search engines. This does not mean that you have to stuff it with keywords and phrases. You must focus on how the search engine will read your content and nail every aspect. This will help you nail how the search will rate your content higher, which will boost your chances of appearing in top search results. 
  • Break your content into particular areas such as topics, problems, products, and services. 
  • Publishing SEO optimized content consistently helps add more keywords and trending topics to your website or pages. This will help boost your authority with more relevant topics published on a regular basis. 
seo for financial planning tech

National vs. Local SEO

Knowing the difference between national and local search engine optimization is very important when it comes to designing SEO for financial planning tech. Let us briefly explain how they are different. 

National SEO

National SEO is also known as traditional or organic SEO and includes both on-site and off-site SEO strategies to boost your website’s nationwide search engine rankings. 

In order to make use of national SEO for your company, you can deploy these strategies. 

  • Conducting keyword and keyphrases research and using them to target potential audiences.
  • Creating in-depth, high-quality SEO optimized content about your industry, products, services and other relevant trending topics. 
  • Creating a faster loading website. 
  • Streamlining your sitemap and earning backlinks from other reputable websites in your industry. 

Local SEO

Local SEO targets a specific area or location. Suppose you are a business offering local financial services. In that case, optimizing your website, pages, and content to reach local customers will work far more effectively than creating national SEO optimized content. 

For example, if you are a financial service company with expertise in pension and wealth management,  you can build a design and deploy a brand new website with SEO related to those services.  This will help you clearly communicate your vision, services to the customers while enticing the right clients. 

fintech seo strategy

Did you know Mediaboom can design and develop an SEO optimized website that can increase your site visitors by 201.97 percent? 

Moreover, 80 percent of local users searching for products and services convert to customers

Some of the local SEO strategies include:

  • Creating and optimizing online business profiles on local business listing sites such as Google My Business, Yelp, and TripAdvisor, etc. 
  • Earning and managing customer reviews via your website, social media platform, and other listing sites. 
  • Creating SEO optimized content using targeted keywords
  • Adding your company’s name, address, and contact numbers on your website and other business listing sites. 
  • Earning backlinks from other blogs, web pages, and websites. 

Getting Started

So, this was all you need to know about SEO for financial planning tech. In case you are a business owner or a marketer looking for cutting-edge SEO solutions, contact Mediaboom. We are industry experts in designing and developing SEO optimized websites, content, and strategies to boost your business’ visibility and lead generation capabilities. 

By: Frank DePino

Frank DePino is Principal and Founder of Mediaboom. Since 2002, Frank has led Mediaboom’s award-winning staff of creative and technical professionals, building the most effective marketing and advertising solutions for its clients.


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