GITNUXREPORT 2025

Marketing In The Securities Industry Statistics

Digital marketing boosts securities industry growth, engagement, and cost-efficiency significantly.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

Our Commitment to Accuracy

Rigorous fact-checking • Reputable sources • Regular updatesLearn more

Statistic 1

62% of wealth management clients prefer personalized content tailored to their investment goals

Statistic 2

Mobile device usage for accessing financial services has grown by 35% over the past two years

Statistic 3

Email marketing campaigns in finance see an average open rate of 20%

Statistic 4

The average client acquisition cost in the securities industry decreased by 10% in 2023 due to digital marketing efficiencies

Statistic 5

39% of investors prefer receiving market updates via mobile notifications rather than email

Statistic 6

Social media advertising has contributed to a 25% increase in new client leads for securities firms over the past year

Statistic 7

58% of millennials investing in securities prefer digital onboarding processes

Statistic 8

Personalized email campaigns yield a conversion rate of 4.5%, which is higher than generic campaigns at 1.2%

Statistic 9

The use of chatbots in securities marketing increased by 55% in 2023 for client engagement

Statistic 10

Video marketing improves client retention rates by 20% compared to text-only campaigns

Statistic 11

31% of investors rely on online financial calculators when planning investments

Statistic 12

60% of financial services websites use chatbots to answer frequently asked questions

Statistic 13

Account-based marketing strategies increased lead quality by 35% in 2023 within the securities industry

Statistic 14

48% of securities firms used influencer marketing campaigns to reach younger investors in 2023

Statistic 15

Mobile push notifications have an open rate of 80% when related to securities updates

Statistic 16

Retargeting ads increase conversion rates by up to 30% in financial services

Statistic 17

60% of securities marketing campaigns are personalized based on user behavior data

Statistic 18

70% of securities firms use data-driven insights to tailor marketing messages

Statistic 19

28% of securities firms reported a decrease in client acquisition costs due to effective digital marketing strategies

Statistic 20

Interactive tools such as calculators and quizzes increase user engagement by 35% on financial websites

Statistic 21

Video content generates 41% more web traffic to financial service websites than static content

Statistic 22

Content marketing in the securities industry accounts for 40% of all marketing efforts aimed at high-net-worth individuals

Statistic 23

Native advertising in the financial sector accounts for approximately 22% of all digital advertising spend

Statistic 24

43% of investors prefer video webinars over in-person seminars

Statistic 25

The average bounce rate for financial services websites is around 45%, indicating room for improved content marketing

Statistic 26

The average time spent on financial content online increased to 4 minutes per session in 2023

Statistic 27

Automation of content creation cut marketing costs by 20% in 2023 for securities firms

Statistic 28

Digital marketing budgets in the securities industry increased by 15% year-over-year in 2023

Statistic 29

68% of securities firms leverage automated marketing platforms to streamline client outreach

Statistic 30

83% of financial advisers incorporate social media into their marketing strategy

Statistic 31

70% of securities firms reported an increase in online engagement following the implementation of targeted marketing campaigns

Statistic 32

Approximately 66% of investors participate in webinars or online seminars hosted by securities firms for marketing

Statistic 33

Generating leads via social media costs 30% less than traditional marketing channels in the securities industry

Statistic 34

SEO efforts in securities firms have increased organic traffic by an average of 50% over the past year

Statistic 35

Webinar marketing contributes to a 60% higher conversion rate for securities firms

Statistic 36

80% of securities firms plan to increase their digital marketing budgets in 2024 to attract younger investors

Statistic 37

The use of augmented reality (AR) in financial marketing increased by 40% in 2023 for immersive client experiences

Statistic 38

The average ROI on digital marketing campaigns in securities reached 300% in 2023

Statistic 39

The total digital advertising spend in the securities industry exceeded $2 billion in 2023

Statistic 40

57% of securities marketers plan to increase investment in artificial intelligence-enabled marketing tools within the next two years

Statistic 41

37% of securities marketers report using data analytics to optimize marketing campaigns

Statistic 42

78% of investors trust recommendations from financial advisors more than online sources

Statistic 43

45% of investors use social media platforms to research investment opportunities

Statistic 44

55% of potential investors prefer to receive educational content before making investment decisions

Statistic 45

52% of investors are influenced by online reviews when selecting a securities firm

Statistic 46

67% of investors trust digital content provided by financial firms

Statistic 47

74% of potential investors consult online platforms before choosing a securities advisor

Statistic 48

53% of investors subscribe to investment newsletters for market updates

Statistic 49

44% of clients prefer to engage with their financial advisor through virtual meetings

Statistic 50

Gamification strategies in investment apps increased user engagement by 25% in 2023

Statistic 51

69% of investors prefer receiving performance reports digitally rather than in print

Statistic 52

46% of investors engage with online financial communities and forums

Statistic 53

64% of investors prefer to receive financial advice via digital communication channels rather than face-to-face meetings

Statistic 54

51% of investors feel more confident making decisions after engaging with online financial content

Slide 1 of 54

Sources

Our Reports have been cited by:

Trust Badges - Publications that have cited our reports

Key Highlights

78% of investors trust recommendations from financial advisors more than online sources
62% of wealth management clients prefer personalized content tailored to their investment goals
Digital marketing budgets in the securities industry increased by 15% year-over-year in 2023
45% of investors use social media platforms to research investment opportunities
Mobile device usage for accessing financial services has grown by 35% over the past two years
Email marketing campaigns in finance see an average open rate of 20%
55% of potential investors prefer to receive educational content before making investment decisions
68% of securities firms leverage automated marketing platforms to streamline client outreach
Video content generates 41% more web traffic to financial service websites than static content
52% of investors are influenced by online reviews when selecting a securities firm
83% of financial advisers incorporate social media into their marketing strategy
The average client acquisition cost in the securities industry decreased by 10% in 2023 due to digital marketing efficiencies
67% of investors trust digital content provided by financial firms

In an era where digital dominates and trust in online content is rising, the securities industry is transforming its marketing strategies—boosting budgets, embracing automation, and leveraging innovative tools—resulting in a 300% ROI in 2023 and setting new benchmarks for client engagement and acquisition.

Client Acquisition, Retention, and Personalization

62% of wealth management clients prefer personalized content tailored to their investment goals
Mobile device usage for accessing financial services has grown by 35% over the past two years
Email marketing campaigns in finance see an average open rate of 20%
The average client acquisition cost in the securities industry decreased by 10% in 2023 due to digital marketing efficiencies
39% of investors prefer receiving market updates via mobile notifications rather than email
Social media advertising has contributed to a 25% increase in new client leads for securities firms over the past year
58% of millennials investing in securities prefer digital onboarding processes
Personalized email campaigns yield a conversion rate of 4.5%, which is higher than generic campaigns at 1.2%
The use of chatbots in securities marketing increased by 55% in 2023 for client engagement
Video marketing improves client retention rates by 20% compared to text-only campaigns
31% of investors rely on online financial calculators when planning investments
60% of financial services websites use chatbots to answer frequently asked questions
Account-based marketing strategies increased lead quality by 35% in 2023 within the securities industry
48% of securities firms used influencer marketing campaigns to reach younger investors in 2023
Mobile push notifications have an open rate of 80% when related to securities updates
Retargeting ads increase conversion rates by up to 30% in financial services
60% of securities marketing campaigns are personalized based on user behavior data
70% of securities firms use data-driven insights to tailor marketing messages
28% of securities firms reported a decrease in client acquisition costs due to effective digital marketing strategies
Interactive tools such as calculators and quizzes increase user engagement by 35% on financial websites

Client Acquisition, Retention, and Personalization Interpretation

In an industry where personalized digital strategies boost engagement and reduce costs—highlighted by a 62% client preference for tailored content, a 35% surge in mobile access, and a 55% rise in chatbot usage—securities firms are clearly investing in data-driven, multimedia, and mobile-friendly marketing tactics to turn prospects into clients more efficiently than ever before.

Content Creation, Video, and Media Marketing

Video content generates 41% more web traffic to financial service websites than static content
Content marketing in the securities industry accounts for 40% of all marketing efforts aimed at high-net-worth individuals
Native advertising in the financial sector accounts for approximately 22% of all digital advertising spend
43% of investors prefer video webinars over in-person seminars
The average bounce rate for financial services websites is around 45%, indicating room for improved content marketing
The average time spent on financial content online increased to 4 minutes per session in 2023
Automation of content creation cut marketing costs by 20% in 2023 for securities firms

Content Creation, Video, and Media Marketing Interpretation

Given that video content boosts web traffic by 41%, captures 43% of investor engagement through webinars, and automation slashes marketing costs by 20%, it's clear that integrating dynamic, automated multimedia strategies is essential for securities firms aiming to elevate client connections and optimize marketing ROI amidst a still-ample 45% bounce rate.

Digital Marketing and Advertising Tools

Digital marketing budgets in the securities industry increased by 15% year-over-year in 2023
68% of securities firms leverage automated marketing platforms to streamline client outreach
83% of financial advisers incorporate social media into their marketing strategy
70% of securities firms reported an increase in online engagement following the implementation of targeted marketing campaigns
Approximately 66% of investors participate in webinars or online seminars hosted by securities firms for marketing
Generating leads via social media costs 30% less than traditional marketing channels in the securities industry
SEO efforts in securities firms have increased organic traffic by an average of 50% over the past year
Webinar marketing contributes to a 60% higher conversion rate for securities firms
80% of securities firms plan to increase their digital marketing budgets in 2024 to attract younger investors
The use of augmented reality (AR) in financial marketing increased by 40% in 2023 for immersive client experiences
The average ROI on digital marketing campaigns in securities reached 300% in 2023
The total digital advertising spend in the securities industry exceeded $2 billion in 2023
57% of securities marketers plan to increase investment in artificial intelligence-enabled marketing tools within the next two years

Digital Marketing and Advertising Tools Interpretation

As securities firms spend over $2 billion on digital marketing in 2023—up 15% with a 300% ROI—it's clear that blending automation, social media, and even augmented reality is not just catching investors' eyes but also turning virtual engagement into real-world gains, all while poised for further AI-driven innovation in the years ahead.

Emerging Technologies and Data Analytics

37% of securities marketers report using data analytics to optimize marketing campaigns

Emerging Technologies and Data Analytics Interpretation

With over a third of securities marketers harnessing data analytics to refine their campaigns, it's clear that in the world of finance, knowing your numbers isn't just smart—it's the new market edge.

Investor Trust and Engagement Strategies

78% of investors trust recommendations from financial advisors more than online sources
45% of investors use social media platforms to research investment opportunities
55% of potential investors prefer to receive educational content before making investment decisions
52% of investors are influenced by online reviews when selecting a securities firm
67% of investors trust digital content provided by financial firms
74% of potential investors consult online platforms before choosing a securities advisor
53% of investors subscribe to investment newsletters for market updates
44% of clients prefer to engage with their financial advisor through virtual meetings
Gamification strategies in investment apps increased user engagement by 25% in 2023
69% of investors prefer receiving performance reports digitally rather than in print
46% of investors engage with online financial communities and forums
64% of investors prefer to receive financial advice via digital communication channels rather than face-to-face meetings
51% of investors feel more confident making decisions after engaging with online financial content

Investor Trust and Engagement Strategies Interpretation

Despite the digital surge, over three-quarters of investors still rely on trusted advisors and educational content, proving that in finance, trust and knowledge remain the true currency—while social media and online reviews now serve as powerful influencers in shaping investment decisions.