Financial services

Apalion AG - Marketing agency Switzerland for banks, insurance companies & fintech. Profitably acquire qualified new customers - secure & compliant.

Introduction

The financial sector in Switzerland is under enormous competitive pressure. Digitalization, rising customer expectations and strict regulations are demanding that banks, insurance companies and Fintech-providers have clear strategies for achieving sustainable, profitable growth.

This is precisely where the Apalion AG as a leading Marketing agency Switzerland to: We develop digital marketing strategies that help you, acquire qualified new customers with a high closing rate - low-risk and low-compliance.

Our references

Secure a free strategy meeting

10 reasons why Apalion AG is your ideal partner

1. data-based strategy development

We combine market analyses, customer profiles and predictive analytics to develop strategies based on facts rather than gut feeling. Our experience shows that data-based approaches increase the conversion rate by +15-30 % in financial services.

2. in-depth understanding of the industry in Switzerland

Whether banks in Zurich, insurers in Bern or fintech start-ups in French-speaking Switzerland - we know the regulatory framework (revDSG, GDPR) and the industry-specific challenges.

3. fast iteration and testing

We work with agile methods. A/B tests and funnel optimization ensure that you can continuously adapt campaigns and systematically increase your completion rate.

4. multichannel orchestration

We combine paid search, social media campaigns in Switzerland, content marketing and email automation. This ensures an end-to-end customer journey - from the first contact to the conclusion of the contract.

5. transparency & reporting

You receive clear dashboards with KPIs such as leads, ROAS and LTV. No black box, but comprehensible data that meets compliance requirements for financial services and makes your decisions easier.

6. performance focus

Our goal is measurable business success: More qualified leads, lower CAC (Customer Acquisition Costs) and better graduation rates.

7 Creative excellence

Our campaigns combine precise targeting with emotional imagery and language. This creates trust - a decisive factor in financial communication.

8. automation & efficiency

We rely on marketing automation that reduces routine tasks and relieves your sales department. This gives you more time for personal customer contact.

9. proximity & partnership

With locations in Zurich and a service area throughout Switzerland (including Basel, St. Gallen, Lucerne and French-speaking Switzerland), we stand for close cooperation. You speak directly to experts - no detours.

10. scalability

Our solutions grow with your company - whether you are a regional insurer, a bank operating throughout Switzerland or an internationally expanding fintech.

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Your fast track to a free initial consultation with one of our experts.

Short inquiry

Free of charge & without obligation. 20-30 min. initial consultation.

10 common marketingfaulty of Swiss financial services & Solutions

Unclear target groups - Developing precise buyer personas and aligning campaigns with them
Too broad a spread - Performance Marketing Switzerland with a clear funnel structure
Lack of transparency - Introduce dashboards & reporting
Lack of compliance - Consent management & DSG-compliant data flows
Sales cycle too long - Lead nurturing with automated sequences

Too much jargon - Customer-oriented, understandable language in content marketing Switzerland
Neglect of social media - Targeted social media campaigns in Switzerland with KPI tracking
Static budgets - Dynamic budget allocation according to performance
Missing follow-ups - Systematic follow-up strategies (e-mail, telephone)
No internal coordination - Marketing consulting & sales workshops for better collaboration

5 tips for achieving your goals

Use target framework

Work with SMART goals that are measurable and scheduled.

Set funnel measuring points

Define conversion steps (e.g. whitepaper download → appointment booking).

Develop a test plan

Plan monthly A/B tests and document learning effects.

Flexible budget control

Use a 70/20/10 model
(70 % Core,20 % Test,
10 % Innovation).

Introduce a reporting rhythm

Weekly KPIs, monthly strategy reviews.

5 tips for customer acquisition

Target clarity

Know exactly who you want to address.

80/20 principle

Concentrate resources on the most profitable target groups.

Follow-up system

Each lead needs at least 3-5 contacts.

Strong value proposition

Clear benefit arguments in CHF, not just features.

Time discipline

Schedule fixed slots for acquisition and follow-up.

Best practice examples

Example 1: Social media campaign for insurance

What: Awareness campaign for insurance products on LinkedIn
Implementation: Target group-specific ads, lead forms, retargeting at decision-maker level
Benefit: Reach +50 %, 20-25 % more qualified leads

Example 2: Content marketing Swiss bank

What: Information campaign on mortgages and real estate financing
Implementation: SEO-optimized knowledge articles, blog series, internal linking to consulting services
Benefit: +30 % organic leads in 6 months, sustainable visibility in search engine rankings

Example 3: Influencer cooperation for fintech

What: Trust campaign in niche communities for financial apps
Implementation: Cooperation with recognized financial bloggers, field reports, authentic social posts
Benefit: Conversion rate +15-20 %, increased brand trust in target groups

Example 4: Digitization of customer service

What: Optimization of service costs for an insurance company
Implementation: Introduction of chatbots, self-service portals and automated FAQ systems
Benefit: Cost reduction -10-15 %, customer satisfaction +20 %

Example 5: Lead generation via performance marketing

What: New customer acquisition for banking and insurance products in Zurich & Basel
Implementation: Google Ads campaigns, landing pages with conversion optimization, local targeting
Benefit: Reduction in CAC, significantly higher completion rates

Overview of expected KPIs

LEADS PER MONTH

20 – 50

CONVERSION RATE

+ 15 – 30 %

ROAS

3.5x - 5.0x

CAC (cost per acquisition)

CHF 250 - 500

LTV

CHF 5'000 - 15'000

Why Apalion AG?

Apalion AG combines Swiss industry knowledge with data-driven excellence. Our digital marketing strategy enables banks, insurance companies and fintechs, Profitably qualified new customers to win - with a high completion rate, low risk and low compliance.

Book a personal strategy meeting now - we will respond within 24 hours.

Secure strategy meeting

Business partners discuss leads and seal cooperation with a handshake in the office

Contact us

Phone: +41 77 431 77 42
E-Mail: info@apalion.com

Service area &languages

All of Switzerland incl. Zurich, Berne, Basel, St. Gallen, Lucerne, French-speaking Switzerland.
Languages: DE / FR / IT

Internal links

Home - Services - Industries - News - Successful partnerships - Contact us

FAQ

How long does it take until the first results are visible?

Usually 2 - 3 months, depending on budget and channel.

What is the minimum budget?

The budget required depends heavily on factors such as objectives, project scope and duration. Smaller budgets are possible for smaller pilot projects or initial tests, while larger campaigns require correspondingly more resources. Together we will find the right solution so that your budget is used optimally and the desired results are achieved.